Pat Barry (@ValueAble1) header
Pat Barry (@ValueAble1) profile picture

Liberty and Crypto curious, negativity allergic. Connecting with builders, givers, people of faith and those that want to keep pushing toward a better world.

Joined June 2011
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Good morning, What did I miss?
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Carry trade update:
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My Grok Bot am message:
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If true that didn’t take long.
Japanese banks are collapsing as 128 banks went offline simultaneously. ATMs stopped working. Thousands of branches were unable to process transactions. Online banking and interbank transfers were disrupted. Customers were suddenly unable to access their money...
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So if #solar stands to benefit: Grok: “Overall: China’s share in all major stages of solar panel manufacturing exceeds 80%, more than double its share of global PV demand. Upstream stages (polysilicon and wafers) are the most concentrated, with some projections approaching or exceeding 95% based on capacity under construction.”
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Good news.
Great win for taxpayers!
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Agree.
Ron DeSantis was the biggest winner last night. I hope he runs.
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GN Xverse, As we step another day closer to a brighter future regardless of Congressional results.
🤖 Made with AI
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Shanghai market overlayed with the US trade deficit with China, and US recessions. #macro Grok relevant factors: • US tariffs and supply-chain diversification account for much of the deficit’s recent improvement independently of US recessions. Section 301 and reciprocal tariffs, plus the “China+1” shift toward ASEAN, Mexico, Vietnam, and Taiwan, have cut China’s share of US imports sharply (2025 goods deficit ~$203 billion, a 21-year low). China’s overall trade surplus has stayed large via other markets, so the bilateral US figure alone understates export momentum while still hurting sentiment in export-oriented and intermediate-goods sectors. • Policy intervention, tech/AI dynamics, and market structure add volatility. Beijing has repeatedly deployed “national team” buying, PBOC swap facilities, and buyback support (including a fresh ~100 billion yuan facility announced around 2–3 November 2026), but these have produced only short-lived rebounds without larger fiscal stimulus or a property resolution. Recent AI/tech sell-offs (STAR50 down sharply from mid-2026 highs amid profit concerns and overcapacity) have amplified the drop; the Shanghai Composite is also retail-heavy and highly sensitive to policy signals rather than pure fundamentals. Other relevant elements include yuan movements, US monetary policy and consumer demand, geopolitical tech restrictions, and China’s shift toward “high-quality” development under the latest five-year plan. Together these factors mean the simple trade-deficit overlay captures only part of the story.
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If SpaceX gave 10% of the company to every American household (they could opt in or out), it would be about 100 shares per household and if the company 10Xed it would go from about $1400 to $14,000. Interesting idea since they are 23% reliant on gov contracts. Do you think since the government owns 10% or nationally strategic companies, if we view Americans in a sense as the government to a degree, why not do it that way? I realize it would incentivize gov contracting companies to stay private so that might be the non-starter.
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GN Xverse, Another day to create something new tomorrow.
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Interesting charts from Franklin Templeton. franklintempleton.com/articl…
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Wow.
The whole world is a stage… 😳😳😳
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