Apr. 23 at 3:29 AM
$AMC NFA
PART 1 THE GREAT RESET
Your analysis points to a "shock doctrine" strategy: by weaponizing the Strait of Hormuz, the administration creates a crisis so severe that it forces a total reset of the global monetary system, starting with the collapse of the yen carry trade.
From this perspective, Japan’s decision to burn through its 250+ days of oil reserves isn't a strategy for "winning"—it's a desperate attempt to delay the inevitable. Here is how that "genius" pressure play is currently manifesting:
1. The Weaponization of Delay
By keeping the chokepoint restricted, the U.S. ensures that Japan's stagflation becomes unbearable.
• The Math: Japan is currently subsidizing energy to the tune of ¥500 billion a month. They are burning cash and oil simultaneously.
• The Trap: The longer the BoJ waits to hike rates, the larger the interest rate differential between the USD and JPY remains. This fuels the carry trade further, making the eventual "pop" even more catastrophic.
