Macroeconomy
- [UNVERIFIED] The 2012 JOBS Act excluded certain accredited holders, including private equity, from shareholder count calculations, further reducing the number of companies required to go public.
employee and certain accredited holders, think of that, certain accredited holders, private equity, are not are counted separately
- [UNVERIFIED] The 2012 JOBS Act raised the shareholder threshold requiring companies to go public from 500 to 2,000, keeping more companies in private markets longer.
we went from five hundred that you would have to come public to 2,000
Comparative Treasury Holdings
- [UNVERIFIED] When China’s official holdings are combined with custodial holdings in Belgium, their aggregate Treasury position often exceeds that of Japan, historically the largest foreign holder.
China plus Belgium often exceeds Japan. Adding Luxembourg pushes shares too high, 5.5% of total treasuries versus peak of 13%.
Dollar Exposure
- [UNVERIFIED] China’s official Treasury holdings as a percentage of total US debt have declined since 2001.
This is the percent that China owns of our treasuries going down obviously since 2001.
Foreign Asset Accumulation
- [UNVERIFIED] China’s foreign assets grew by approximately $6 trillion between 2014 and the present.
This is all going up, you know, from about 2014 up until now. So up $6 trillion.
Foreign Asset Base
- [UNVERIFIED] China’s total foreign assets are approximately $8 trillion.
all of China’s foreign assets. As you can see, they’re almost $8 trillion now.
Global Liquidity Context
- [UNVERIFIED] The US Fed balance sheet expanded by approximately $6 trillion during the post-2014 period.
the Fed balance sheet go from base up six billion trillion dollars. Cisco was up six trillion. We went up six trillion.
Inflation Assessment
- [MISLEADING] US core inflation (excluding food and energy) stands at 2.8%, while headline inflation including food and energy would be approximately 3.5% to 4%.
It’s 2.8%. If we And what are the two biggest movers in this country for inflation? Food and energy. We would easily be at three and a half to 4% inflation rate
- Correction: Current headline inflation is approximately 2.5-3.0%, not 3.5-4%. Core inflation at 2.8% is accurate. The claim overstates headline inflation.
Japan Policy Direction
- [UNVERIFIED] Tatachi stated in her acceptance speech that she will use every lever of fiscal policy to drive the Japanese economy and explicitly characterized the previous rise in interest rates as counterproductive.
I’m going to use every level lever for fiscal policy to drive the Japanese economy. Two, she said that the rise in interest rates was stupid.
- Correction: Is this referring to Shigeru Ishiba? If so, verify against official LDP press releases or Japanese news archives (NHK, Nikkei, Reuters Japan) for the specific acceptance speech transcript.