Kyle Bass' 5 Reasons Why The Japanese Government Bond Market Will Collapse by 2016

[gwax23]

Found someone post a response video to this. http://www.youtube.com/watch?v=QWmOmt1zJ7Y


Im gonna watch it in a bit see if the guy knows what hes talking about.

[gwax23]

Another great video from kyle Bass. Hes definately one of us. Talks about Europe more:

http://www.youtube.com/watch?v=-quUyId2WZ0

[Agorism]

Japan will go down BEFORE the US.

I don't think Japan can go down without taking everyone with them.

So it's bail out time. Whether the Fed has to do it or Europe or whatever. Probably the Fed since Europe bank has no actual power.

[Seraphim]

Mr. Norman is a moron.

Kyle Bass is nearly a different species (a better one).

Found someone post a response video to this. http://www.youtube.com/watch?v=QWmOmt1zJ7Y


Im gonna watch it in a bit see if the guy knows what hes talking about.

[gwax23]

Mr. Norman is a moron.

Kyle Bass is nearly a different species (a better one).

Yes came to the same conclusion very quick. Kyle Bass seems very schiff-like to me which is great.

[seapilot]

To those who view an imminent collapse of the US Bond market - take note.

One of the smartest and well spoken humans on this planet doesn't even view Japans bond market collapse as imminent. 2016.

Japan is, structurally, a catastrophe when compared to the US and it's structural issues. The US may be in rough shape but it is in WAY better shape than Japan.

I saw an interview with Kyle Bass (from Oct 2012) stating that he thought the major cracks in the Japanese bond market would surface in 2013 - but COLLAPSE may not occur until 2016. I'm inclined to agree.

Japan/UK/USA - these are HUGE countries, effectively, superpowers...these sort of things take a lot of time to ferment.

Japan is FIRST in the collapse.

When I say collapse...I do not mean just the collapse of an aspect of it's credit markets...I mean the entire way that it is structured as an economy.

Japan will go down BEFORE the US.

Relative to the other sinking ships, the US (it's dollar and bond markets) are likely to sink the LEAST quickly.

Not sure about that, Japans debt is all internally held where as USA a large portion is external held. They have more control over it than the US. The only thing going for the US is the reserve currency of the world which is quickly being rejected for trade between countries.

[jclay2]

Well the USDJPY has exploded as of recent. By the chart, it looks like this is the biggest move in 5 years. Something could be brewing, especially as prime minister abe has effectively taken over the central bank.



Edit: Holy Crap, Look at how cheap the fx options are? You can purchase put options on yen for next to nothing.

[Seraphim]

Kyle Bass goes over this in depth.

Japan's demographics are AWEFUL. As stated, they now sell more ADULT diapers then child diapers. That is a fact. A very, very destabilizing fact.

These "savers" are now offloading their saved money because they are into retirement and there are now fewer participants entering 1) the socialized security systems 2) the bond/savings market.

Japan cannot hold a candle to the US from a standpoint of long standing viability. And that is saying something as the US appears to be dying of gangrenous infection. Japan CANNOT save it's current structure. It's not impropable, it's impossible.

The US faces IMPROBABLE odds of returning itself to a strong structure (social and economic).

Japans radical restructuring is imminent and unavoidable.

This is not a doomsday prediction, that's not my MO. Merely pointing out that the gravy train is over. A return to a healthy social and economic environment will take a 20-30 year restructuring with the most difficult years beginning NOW.

Not sure about that, Japans debt is all internally held where as USA a large portion is external held. They have more control over it than the US. The only thing going for the US is the reserve currency of the world which is quickly being rejected for trade between countries.

[talkingpointes]

Found someone post a response video to this. http://www.youtube.com/watch?v=QWmOmt1zJ7Y


Im gonna watch it in a bit see if the guy knows what hes talking about.

Dude he is the BIGGEST MORON EVER. Look up his Peter Schiff series. He used to be big on banks and housing.... until.

[gwax23]

Dude he is the BIGGEST MORON EVER. Look up his Peter Schiff series. He used to be big on banks and housing.... until.

yes yes I know that now. I saw the title and posted it before I watched it. After about a minute I realize this guy is a complete idiot and a quick view of his channel confirmed that further.