Independent thinking for complex markets and current events
Tether bought more gold last quarter than every central bank byu/RobertBartus inEconomyCharts Singapore, November 25, 2025 – Tether, the issuer of the world’s largest stablecoin, USDT, has sent ripples through both the cryptocurrency and traditional financial markets with its aggressive gold acquisition strategy in Q3 2025. The company announced a substantial accumulation of approximately 26 …
Legal experts and White House critics are worried the Justice Department (DOJ) could become a piggy bank for those with grievances as President Trump and a number of his allies pursue million-dollar settlement claims. While Trump’s push for $230 million in compensation for two probes into his conduct would be the most lucrative of the …
Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the current AI boom. In comments …
That’s the kind of move governments make when they think people won’t push back. If they can shut down the opposition’s bank accounts, they can shut down anyone’s. GERMAN BANKS FREEZE AfD ACCOUNTS IN ESCALATING CRACKDOWN ON DISSENT Multiple German banks are shutting down accounts linked to AfD, now the country’s largest opposition party, without …
via notayesmanseconomics It is time to look at Nihon or the land of the rising sun again. What we are seeing there is that again it looks to be pushing the boundaries of monetary and fiscal policy. Let us start with monetary policy and here is Reuters from just under a week ago. A Bank …
WELLS FARGO JUST CALLED THE TOP And nobody wants to hear it. Tech sector downgraded to neutral. Not bearish. Just neutral. Wall Street’s politest way of screaming “get out while you can.” The numbers they’re too afraid to say out loud: THE VALUATION CHASM: Tech stocks: 46× earnings. S&P 500 average: 29×. That’s a 59% …
China just fired the first shot in the next liquidity war, and the Fed will have no choice but to follow. The Chinese central bank is about to surpass the Fed to become the largest central bank in the world again. The PBOC has officially resumed quantitative easing. And I believe it’s only a matter …
Josh Sigurdson talks with Mark Gonzales about the recent news of UBS liquidating funds and facing $500 million exposure to First Brands Fracas. UBS is winding down an investment vehicle with a massive debt exposure following some serious corruption issues and what this means for not just the bank but the industry could shock you. …
by Mike Maharrey Central bank gold buying hit the highest level of the year in September, with several new banks adding to their reserves. Globally, central banks officially added a net 39 tonnes of gold to their holdings in September. That was up 79 percent month-on-month and was above the 12-month average of 27 tonnes. …
by David Haggith Two red lights flashed on Friday in the world of central banks—one at the US Federal Reserve and one at the Reserve Bank of India. You’ve heard me refer back to the repo crisis of 2019, which forced the Fed to leap back into doing massive quantitative easing (money “printing”) to replenish …
The meeting, though without a formal agenda, is expected to focus on current market conditions, say sources The Reserve Bank of India will meet select primary dealers and banks on Tuesday, three traders aware of the developments told Reuters, amid concerns that tightening liquidity in the banking system is pressuring the government bond market. The …
WARNING 🚨 BANKS BORROW $50 BILLION IN EMERGENCY LIQUIDITY FROM FED REPO WINDOW TODAY ‼️ 🚩 $20 BILLION THIS MORNING AND $30 BILLION MORE IN THE AFTERNOON ⚠️ CRISIS INCOMING 🚩 https://t.co/lLWvoC191y pic.twitter.com/ekoTvK6ewz — The Butcher of Wall Street Marcel Kalinovic (@BossBlunts1) October 31, 2025 🚨BREAKING: FED PUMPS $29.4 BILLION INTO MARKETS OVERNIGHT! The Fed …
It’s happening quietly. You have to watch the numbers more than the headlines. The liquidity that once made the system feel invincible is slipping away. The US banking system’s reserves, a key factor in the Federal Reserve’s decision to keep unwinding its balance sheet, tumbled for the third straight week dropping to the lowest level …
🚨 2026 RECESSION ODDS UP TO 49% pic.twitter.com/sb2XNapYJW — Micah (@micah_erfan) October 28, 2025 So if we layoff everyone to increase margins this year, who will have money left to buy your products next year? https://t.co/1h0rTviPXw pic.twitter.com/2kAtdSgs2B — Boring_Business (@BoringBiz_) October 28, 2025 https://twitter.com/NorthmanTrader/status/1983199726452494695 The labor market is clearly weakening. Recent layoffs: 1. UPS: 48,000 …
Food banks usually do not have the resources to support such a large influx of people. I am hoping these local communities get together to help feed these individuals and families. The U.S. Department of Agriculture said on Saturday that food benefits under one of the country’s biggest social assistance programs will not be …
BREAKING: Bank reserves at the Fed dropped -$59 billion last week to $2.93 trillion, the 2nd-lowest since January 2023. This nearly matches the 2023 low of $2.93 trillion, just before the regional banking crisis. Reserves are now on track for their 3rd consecutive monthly… pic.twitter.com/oVF2Ug8Xij — The Kobeissi Letter (@KobeissiLetter) October 25, 2025 My best …
Big things have small beginnings. https://x.com/kshaughnessy2/status/1981673722982674914 https://x.com/MrJJB/status/1981703730778239330 Key insight: Two more regional banks disclosed credit losses related to the bankruptcy of First Brands, the U.S. auto parts maker that filed for bankruptcy amid allegations that it engaged in fraud. What’s at stake: The list of large and regional banks with exposures to First Brands continues …
During my latest interview with President Trump, he made clear to Netanyahu the consequences if he capitulates to extremists in his coalition and moves to annex the West Bank: "Israel would lose ALL of its support from the United States if that happened.”https://t.co/GqId2PWgNw pic.twitter.com/FuJUgEgjr5 — Eric Cortellessa (@EricCortellessa) October 23, 2025 When asked about the …
This story just won’t go away. Private credit=subprime MBS 💀 https://t.co/LlOq0NvN1u — QE Infinity (@StealthQE4) October 22, 2025 Andrew Bailey has said the crisis in the $3tn shadow banking industry has echoes of 2008, in comments that will fuel concerns about a looming crash. The Governor of the Bank of England said private credit lenders …
Curtains. As predicted. https://t.co/WsCkOuyzEq — The Great Martis (@great_martis) October 21, 2025
Thank goodness we have vigilant, hyper-competent stewards of our financial system such as Sens. Maxine Waters and Elizabeth Warren to ensure no systemic risks are allowed to threaten the solvency of our banks. What’s going on in the Corporate Junk Bond Levered Funds? 👀 @DowdEdward pic.twitter.com/9XLSpJ5kf4 — Will O'Hara, CMT (@WillOHara131) October 20, 2025 “Bank …
Regulators have approved a new bank backed by high-profile tech billionaires connected to the Trump administration. Erebor Bank, founded by Palmer Luckey and Joe Lonsdale with early backing from Peter Thiel’s Founders Fund and Haun Ventures, is targeting businesses in cryptocurrencies, artificial intelligence, defense, and manufacturing. “According to its banking charter application, Erebor’s target market …
Statement from U.S. Secretary of the Treasury Scott Bessent for the World Bank Development Committee and IMF International Monetary and Financial Committee October 15, 2025 As we convene for this year’s Annual Meetings, the United States looks forward to working closely with partners around the world to confront today’s global economic challenges and secure a …
If you do the math. Food bank growth it’s exponential. That means by the end of this decade, nearly all of Canadians will be visiting food bank Complete communist state pic.twitter.com/Lm0rbtUhhK — Marc Nixon (@MarcNixon24) October 15, 2025 Poverty and food insecurity in Canada has risen almost 40% over the past two years, placing Canada at a historic …
Spot on as usual. When you start seeing fraud in lending risk management becomes impossible. Ask the banks in 2008. pic.twitter.com/9Aaq2TtBiJ — QE Infinity (@StealthQE4) October 15, 2025 Auto industry bankruptcies have led to broader concerns about the health of non-bank lending. JPMorgan’s CEO Jamie Dimon voiced his concerns over the high-profile collapse. The firm …
by Mike Maharrey With gold scaling record highs on what feels like a daily basis, mainstream financial analysts are scrambling to raise their price forecasts. Goldman Sachs recently upped its 2026 price projection to $4,900. Not to be outdone, Bank of America has now raised its 2026 forecast to $5,000 an ounce. Gold cracked the $4,000 …
They repeatedly said PBS does not get significant taxpayer funding, so why are they pushing so hard to get it restored? — PFrost (@Niio1111) October 10, 2025 $490 million for the Corporation for Public Broadcasting (CPB) This funding supports PBS, NPR, and local public media stations. It’s a standard line item in annual appropriations, but …
by Michael Are the financial markets about to be greatly shaken? The housing market is imploding, corporate bankruptcies are surging, there are all sorts of warning signs in the employment market, and much of the population is feeling our seemingly endless cost of living crisis very keenly. But so far the stock market has seemed immune to the …
Chapter 7 Individual Bankruptcy Filings Jump 15 Percent In First 9 Months Of 2025 — NewsWire (@NewsWire_US) October 6, 2025 A total of 249,152 individual Chapter 7 bankruptcy filings were made in the first nine months of this year in the United States, which is a 15 percent jump compared to the same period last …
European Central Bank chief Lagarde argues that the EU has a rare chance to challenge US dollar dominance. In a speech at European Parliament yesterday she urged to speed up Draghi’s reforms and complete the single market. Further integration would boost the euro’s global role if coupled with rebuilding of hard power. She argues that …