Bitcoin: A Digital IOU, Not an Asset or Digital Gold. Misunderstood by Majority of Holders. January 9, 2024 4:02 pm
California Pension Crisis: CalSTRS Plans to Borrow $30 Billion to Avoid Asset Fire-sale Amidst Liquidity Strain. January 8, 2024 9:26 pm
We aren’t heading for a liquidity crisis BUT RATHER an asset crisis like post March 2020 December 21, 2023 12:15 pm
Supreme Court hears case involving IRS taxation of UNREALIZED gains, meaning you’d have to pay more taxes every time an unsold asset gains value December 19, 2023 9:49 pm
Fed Faces Perilous Sell-Off: $8 Trillion Asset Unloading Threatens Treasury Crash and Mortgage Rate Surge December 12, 2023 12:42 pmDecember 12, 2023 9:15 am
RRP facility drop stems from Treasury’s 5.4% bill funding, diverting funds. When RRP depletes, liquidity shortage may spike short-term rates, impacting asset classes. December 4, 2023 10:53 am
Pandemic-induced asset bubble ensures a far worse recession than anticipated. December 3, 2023 9:33 pm
Sound familiar to 2008?: “changes in the 90s enhanced asset securitization, shifting the prevalent mode of financial intermediation from a bank-centric model of taking deposits & issuing loans (holding them to maturity) to a new model where loans were packaged into securities & sold to investors.” November 28, 2023 6:22 am
Binance Directly Manipulated Asset Prices/Volume Via Wash Sales Through Its Subsidiaries November 23, 2023 9:50 pm
Liquidity squeeze in most important financial asset – US Treasuries – worsens. October 23, 2023 10:07 pm
Equity holders beware: What happened to asset managers in bonds this year could happen to you as well. October 10, 2023 9:05 am
If the Fed loses control of the debt market, it’s Game Over for its asset bubbles & markets. 2008 will be a walk in the park. October 4, 2023 3:55 pm
If the Fed loses control of the debt market, it’s Game Over for the Fed’s asset bubbles & markets September 18, 2023 10:26 am
China’s property sector slump rekindles debate over potential “Lehman moment” due to financial stress at asset manager. The yuan probably still has farther to fall. Anticipated fiscal stimulus from China unlikely to materialize. August 18, 2023 9:16 pm
“Three ECONOMIC canaries in a global FINANCIAL coal mine. Being too early is indistinguishable from being wrong.” “The larger the asset bubble, the less people will see it.” August 8, 2023 10:03 pm
Nick Giambruno: 9 Reasons Why Gold Will Soon Replace Treasuries as the Ultimate Store-of-Value Asset August 4, 2023 3:10 pm
US Government launches investigation into $9 trillion asset manager BlackRock over Chinese investments. August 2, 2023 9:41 am
As the EV bubble bursts, idiots who massively overpaid for Teslas are going to end up letting the repo man haul away their cars rather than continue making huge payments on a rapidly depreciating asset. Auto lenders, you are so f*cked. July 23, 2023 8:24 am
Pre-FOMC silent period with 96% chance of July rate hike, peak earnings, and lowest liquidity. This impending global asset meltdown and attendant bailout failure is now at level ’11’ biblical risk. July 16, 2023 6:13 pmJuly 14, 2023 9:32 pm
The top 4 banks face bond asset losses totaling $205 billion, with the overall banking sector suffering losses totaling $2 trillion; the Fed intends to hike rates, compounding losses. July 13, 2023 1:44 pmJuly 11, 2023 10:10 am
Government reports low inflation to justify high asset prices and politicians’ spending. June 26, 2023 9:58 am
O’Keefe Drops Biggest Story Yet: BlackRock Recruiter Spills Info on Company’s World Impact – “You Got $10K? You Can Buy a Senator… ‘War Is Good for Business’ June 21, 2023 7:19 amJune 20, 2023 6:47 pm
Student loans are a large asset for Uncle Sam, accounting for 42.3% of total Federal assets. June 19, 2023 8:55 pmJune 18, 2023 10:24 pm