NokiMo
The Maverick Of Wall Street
The Maverick Of Wall Street

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Japan's Bond Crisis Sends A Dire Warning To America

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Market Recap:

0:00 Intro

0:32 Commentary: Budget Bill Stuck

6:00 Commentary: Elon Musk Out!

8:10 Commentary: Israel vs. Iran

10:40 In Focus: Japan Bond Crisis

24:00 Market Performance: IWM Mixed Signal

26:10 Heat Map: Risk Off Rotation

28:30 Commodities: NG, PALL, KC, WEAT

30:32 Options: NVDA Pullback?

33:10 Charts: 30yr Bond Yield Looks Scary

39:10 Outlook

Outro Music: Guns & Roses - Civil War

Japan's Bond Crisis Sends A Dire Warning To America

Comments

Hey Mav — Is that you dressed up at 0030?

Matthew 6 33

This morning, I bought GLD $300 & $320 calls for Jan 26, 2026 exp. $23.76 ea. & $14.81 ea. respectively. When the old man hits $4000; I'll dump em all. Swimming pools, movie stars. lol It's almost like betting on yesterday's horse races... a total gimme. I hope they pass the big "beautiful" bill; the bond market vigilantes will go ape shit and foreign buyers/hodlers will dump US assets faster than they did back in 1987. DXY 80 by 2026 and DXY 60 by 2028. Oh, and 1 USD will buy about ₽25 in 2027. So much for turning the ruble into rubble. LOL Interest rates in Russia are currently 21%. Eventually the tables will be turned as the US repeats the early 1980s as rates skyrocket to well over 21%. By NLT 2028 I expect WWIII to be well underway.

AURUM

I have enjoyed Mav over the years, but something is wrong. These articles have three problems. 1. Unbalanced and political, 2. Too complex, most times there is no clear conclusion 3. I don't believe any person on the planet can create this much content, meaning he is funded. I will probably cancel my subscription. This is a left wing CNN extension with humor.

Contrarian

They definitely need to cut the defense budget and maybe not be so aggressive with the tax cuts. The Medicaid cuts are pretty reasonable though. Here's an outline: 1. The work requirements that the bill is trying to implement would only apply to young able-bodied adults who have no children. 40% of Medicaid expansion recipients are 19–34, and childless. 2. The work requirement is only for 80 hours of work per month. Please read that again if you are young and able-bodied and you refuse to go to work for 80 hours a month, then I shouldn’t have to subsidize your freaking healthcare. Sorry, not sorry. 3. 1.4 million illegals will be kicked off the program. That is currently how many illegals are not able to provide proof of citizenship and are still enrolled in this program that we know of. 4. No more money to planned parenthood. Again, don’t force the public to pay for your abortion or your transgender cross hormone therapy drugs. 5. There is a requirement for updated information to be provided twice a year so they can make sure you still qualify and don’t just collect Medicaid. And because of just that simple little task the CBO predicts that it’s possible that 7.7 million people will lose their coverage. Well then, why don’t you just have them learn some goddamn responsibility and send in the paperwork. 6. CBO (which is a disgrace now that I understand how they actually come up with numbers) predicts that 7.6M-13.7M people will lose their insurance by 2034. That includes 7.7 million people who refuse to fill out the paperwork to verify eligibility and retain benefits. 1.4 million illegals. 2.8M to 3.2M young able-bodied CHILDLESS workers who won’t be able to meet the 80 hour per month work requirement.

Josef Becker

Can confirm - it was a good one. Appreciate you Mav.

Philly Steaks and Lobster

FYI: You might wanna get your news source from Ground zero news so you can have both sides portrayed, you get a lot of flack cause you’re constantly referencing left leaning news articles, it would give your show a more balanced view.

Robert Molina

Wow. You have MDS not TDS lol.

Cris Brown

damn Mav i cant for the life of me understand why people are attacking you so vehemently over trump. anw what America really needs is Commander Susan Ivanova

Geth Volus

Mav, what the hell do you think "don't fuck with medicaid" means? Oh, I see, it does not fit your Trump hating narrative. You have your head so far up your ass the first part of your show is unwatchable. So who is paying you to tweet that Trump is cutting Healthcare for Americans? Or are you this fucking stupid? Listen to the man, he has said over and over the only cutting that is being done is the fraud and waste? So what is your grind? Is/was your wife's medical business part of the fraud Trump is talking about? Are you pissed that Trump put the clamps on Cuba? Now Elon, I told you he is an SGA - 130 days a year is all he can work. If you listened, you'd know his plan was to work 6 months. It was repeated throughout the presidential campaign. Now, do yourself a favor and read the Mar-A-Lago Accords. Quick internet search and you'll be up to speed. Spoiler alert, defense spending is needed because the US will sell protection to it's allies. Just one part of what is happening. Don't fuck with Medicaid means exactly what it means, how can you say you don't understand what he is saying? Who is paying you Mav? Same people behind the Tesla bombings? Did they pay you to say he is sick? What a fucking joke your non-market takes have become.

Longrun

Thank you sir

Rico

Stay out of debt. — Romans 13:8.

Matthew 6 33

Thanks Maverick

Guled M.Yusuf

P i i. Not p LL

Jane Cheng-LIao


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