Small banks are hiding massive losses in CRE. Massive, like going out of business levels of losses; Tom Lee said he thinks Financials will be one of the sectors leading over the next 1-2 years

Are office buildings the last prop holding banks from imploding? Small banks are hiding massive losses in CRE. Massive, like going out of business levels of losses. That's why they're kicking the can hoping they don't have to foreclose. There's …

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Bundesbank scraps Basel rules for small banks; Leverage ratio replaces buffers leaving SMEs exposed

Germany’s Bundesbank is eyeing a shortcut for small and medium-sized banks. Basel capital rules could be scrapped in favor of a single leverage ratio. No risk-weighting. No buffers. Just raw exposure. https://finanz-szene.de/banking/bundesbank-erwaegt-verzicht-auf-basel-anforderungen-fuer-kleinbanken/ The leverage ratio was never meant to stand …

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$KRE -7% since 21st July notably. Something brewing with the banks?

$KRE -7% since 21st July notably. Something brewing with the banks? 🤔 — Godzilla Trader 🦖 (@David_Tracey) August 11, 2025 Condo prices are collapsing pic.twitter.com/YBmN3BkkZO — Darth Powell (@VladTheInflator) August 11, 2025 https://twitter.com/VladTheInflator/status/1954720087023481049

Foreign banks skip $42B 10 yr bond auction with no explanation. Treasury pushes supply despite saying it wouldn’t

The U.S. Treasury just tried to borrow $42 billion in a 10-year auction. The auction tailed. Demand was soft. Foreign banks didn’t show. The bonds cleared at 4.255%, nearly 0.01% above trader expectations. https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-06-2025/card/treasury-yields-extend-rise-after-lackluster-10-year-note-auction-HTBkouvfXmDCyCkNft6O 🚨The U.S. just tried to borrow …

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Global central banks quietly swallow government debt with Japan, UK, and U.S. deep in dangerous territory. The global resource race is accelerating.

Nobody wants buy gov. Debt. Central bank holdings of government debt: • 🇯🇵 Japan: Over 50% of all outstanding government debt • 🇬🇧 United Kingdom: Approaching 50% of the outstanding debt • 🇪🇺 Eurozone: Nearly one-third of outstanding sovereign bonds …

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Gold is breaking away from the dollar index. Price hit $3,288 on July 1. Dollar index down 6.4% since March. Central banks added 1,145 tons last year. Foreign treasury holdings collapsing. 2007 signs all over the board.

Gold is no longer tethered to the dollar index. It’s been moving sideways from currency markets for months. The break became visible in April when the dollar index fell 6.4% off its March high, but gold kept climbing. It hit …

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World debt has now officially crossed $300 trillion; Global Central Banks are loading up on Gold and the majority of purchases are going undeclared

WARNING: World debt has now officially crossed $300 trillion And still continues to climb aggressively This is not looking good… pic.twitter.com/CIc0BKEhBo — Bravos Research (@bravosresearch) June 4, 2025 Why aren’t they loading up on Bitcoin? https://t.co/36owOQbnGR — QE Infinity (@StealthQE4) …

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