Over Dramatised! NASA: “North Americas Worst Disaster in 300 Years About To Happen in 2023!” July 16, 2023 8:00 am
National debt interest costs $122 billion, 18% of spending on June 2023; The federal deficit nearly tripled; US tax receipts drop significantly. July 14, 2023 10:16 pmJuly 14, 2023 9:27 am
Interest rates reach Financial Crisis levels, causing tight monetary policy headwind in H2 2023. July 12, 2023 10:11 pm
Federal Reserve Alert! Beige Book July 12, 2023: “many contacts reported an inability to fully pass on increased costs to consumers, which has compressed margins.” Is the ‘Greedflation’ Peak in Sight? July 12, 2023 10:07 pm
Consumer Spending Apocalypse 2023: 2200+ Retail Closures & Untold Number Of Restaurant Closures July 7, 2023 9:44 am
Nick Gerli: Rents in hard-hit cities like Austin, Las Vegas, and Phoenix are down 6% in the last year, with taxes, insurance, and interest costs rising. This could lead to forced selling in H2 2023. July 6, 2023 3:37 pmJuly 4, 2023 10:28 pm
The world’s 500 richest people added $852bn to their fortunes in the first half of 2023. July 3, 2023 3:23 pm
Banks would lose $541 billion in ‘hard landing’ contingency… Most investors believe there will be no recession in 2023… Retail has been wonderful exit liquidity for big players. July 3, 2023 3:22 pm
Bidenomics?? US Gross Domestic Income Drops -1.8% QoQ For Q1 2023, REAL GDI At -0.8% QoQ (US Added 12.53M Jobs After April 2020 (Trump) While Bidenomics Took 2 1/2 years To Add 12.56M Jobs) July 1, 2023 10:44 pmJune 30, 2023 9:32 am
U.S. Representative Josh Gottheimer’s top five most well-timed stock purchases in 2023. June 6, 2023 9:49 pm
US Commercial real estate in toast – and the banks holding those mortgages are the walking dead. The CMBS delinquency rate increased significantly in May 2023. June 6, 2023 7:16 amJune 5, 2023 6:26 pm
Balaji: In 2008, the banks were too big to fail. In 2023, the stats are too fake to tell. June 4, 2023 2:07 am
CCLF reset effective July 1, 2023. “All members are reminded that CCLF requirement provided by MBSD will be incorporated into such Member’s liquidity planning.” June 1, 2023 10:50 pm
Barclays offered and sold $17.7 billion in securities, SEC requests an extension. June 1, 2023 10:29 pm
Why printer is back on… 2023 is worse than 2008 in terms of deposits held by failed banks. May 31, 2023 9:23 pmMarch 17, 2023 2:49 pm
Last August, Steven Alexopolous of JP Morgan published a research report on SVB with a 2023 YE target of $650. May 31, 2023 10:58 amMarch 10, 2023 3:44 pm