A hub for independent voices and hard truths
If ur a foreigner holding US stocks, ur risk cannot even be quantified. If dollar collapses to 80, and even if stocks go to 7000, you won’t win. If dollar and stocks both collapse ? You are fucked . Get …
Global gold production is essentially flat from seven years ago. Then add: ▪️Mining capex remains historically depressed. ▪️Very few significant gold discoveries in recent years. ▪️Almost no major projects expected to come online over the next 5-7 years. Keep in …
GOOGLE WARNS: QUANTUM COMPUTERS COULD CRACK BITCOIN MUCH FASTER THAN EXPECTED Google’s latest quantum computing research just blew a hole in old encryption timelines. It now estimates that a quantum machine with fewer than one million noisy qubits could break …
2/ Japan’s 30-year bond yield just hit 3.14%, an all-time high. The 40-year? A record 3.6%. Why? A failed bond auction—no one wanted the debt. That’s dangerous. https://t.co/uHGaZh41mF — Neil McCoy-Ward (@NeilMcCoyWard) May 28, 2025 4/ Meanwhile, U.S. 30-year yields …
This isn’t just about higher borrowing costs; it’s a signal that inflation and debt are forcing a reckoning. Given the recent House-passed tax bill that could balloon the U.S. debt further, and the bond market’s reaction with yields hitting highs …
Treasury Secretary Scott Bessent says they plan to reduce leverage requirements for banks this summer. Reducing the Supplementary Leverage Ratio (SLR) would allow banks to hold less capital against low-risk assets like Treasuries and reserves pic.twitter.com/fM0e8S6wmL — Financelot (@FinanceLancelot) May …
We have more confirmation of a huge and unusual rise in bank lending to this offshore category. It parallels other similar corroboration which raises several thorny issues, leaving us with two broad interpretations for what this really means. With new …
🚨BREAKING: 🇨🇦 Big Six banks are hoarding loan-loss reserves and watching lending grind to a halt under the chokehold of Trump’s trade war. pic.twitter.com/bD2RsiVgeA — Shazi (@ShaziGoalie) May 21, 2025 Canada’s Big Six banks are tightening their grip on loan-loss …
Bank of America calling for ATH pic.twitter.com/02CKeH2VjO — TT3 (@TradingThomas3) May 20, 2025 Perhaps the real reason the Fed has been reluctant to cut interest rates is that FOMC members realize that doing so will result in long-term rates rising. …
By Egon von Greyerz The highly acclaimed crypto market is undergoing a harsh correction, painfully demonstrating how quickly governments can put this asset class in distress, not for wealth preservation. In the U.S. and globally, prices are rising at rates not …
The global financial landscape is shifting rapidly, with major economies facing mounting pressures. The United States, Japan, and China are each grappling with economic challenges that could reshape markets in the coming months. Investors are watching closely as debt concerns, …
Fractional reserve banking is a house of cards—built to fail, just like in 1932 when banks collapsed and the government seized gold in ’33. I saw Fannie Mae and Freddie Mac’s downfall coming, and today’s numbers are just as stark. …
On a hazy Southern California morning, undercover police officers watched Jiayong Yu step out of a Range Rover in a strip-mall parking lot and walk into a Chase bank with a black-leather backpack full of cash. At the teller window, …
A net 19% of banks tightened lending standards for large and medium-sized firms in Q1 2025, the highest share since Q3 2023. At the same time, a net 16% of banks tightened lending standards for small businesses, the highest share …
Insiders are looking for the exits. Short selling sharks are circling. Regulated banks are majorly exposed to this credit segment, another one deep within the shadows. Could this explain why market signals remain near or at extremes? From swap spreads …
Gold (and central banks) know that neither Congress nor the White House has any plan in place to cut off relentless peacetime, "non-recession" deficit spending. Source: CBO pic.twitter.com/Mg8H8x8yDf — David Sommers (@dgsommersmkts) May 5, 2025 Heading into 2025, $GLD was …
What TF is up with the Taiwan Dollar? pic.twitter.com/NLS1yDni51 — Nobody Special (@JG_Nuke) May 5, 2025 Pretty succinct overview of what’s going on. If the 1997 Asian Financial Crisis happened because Asian banks had too much USD liability mismatch, this …
Trump presented the new budget in which he requests $1 trillion for defense – MorePerfectUnion Trump has asked Congress to increase the defense budget for the next fiscal year to $1.01 trillion, the White House has officially announced. The proposal …
🇺🇸⚡️- DownDetector shows a massive spike in outages reported among all major payment processors, banks, and card companies, including Visa, Wells Fargo, First National Bank, Discover, CashApp, and more. https://t.co/aFBawTDo2H pic.twitter.com/I6SR4QvZzO — Rerum Novarum // Intel, Breaking News, and Alerts …
⚠️Central banks have been AHEAD of the game: Since October 2022, the gold wealth of developed and emerging market central banks has DOUBLED. DM central banks' gold ownership hit $1.3 TRILLION while EM $800 billion. Poland, China, and India have …
The Silent Banking Crisis: Understanding the $482 Billion Time Bomb U.S. banks are currently sitting on $482 billion in unrealized losses on their investment securities primarily long-dated Treasuries and mortgage-backed securities bought during the 0% interest rate era. This figure …
With foreign central bank appetite for US Treasuries in retreat, what will replace the current system? I don't think anyone knows. The chart below suggests we go back to substantial central bank gold holdings. Maybe. IMHO, fragmentation and a broad …
While the whole world seems convinced the rest of it is rotating away from Treasuries, the actual evidence unequivocally shows something very different. This isn’t a one-time relationship, either. Instead, a deep fundamental basis that connects repo, interest rates foundations, …
This is spot on. They NEVER truly reached restrictive levels and hot money has been allowed to slosh endlessly around the system particularly since COVID. Now Powell will be summarily dismissed in order to install an even greater Dovish lackey. …
Several large gold ETF funds in CN have stopped subscribing, and many banks have issued risk warnings. Ordinary investors believe that in their eyes, a rise is a risk, and now they are warning of the risk, which means that …
There is a quiet theft happening in plain sight. Banks like Chase and Bank of America are paying you a humiliating 0.01 percent on your savings. That is not a typo. For every thousand dollars you keep with them, you …
Central bankers all over the world kept saying, nah, we’re not going to do it this time. They weren’t going to race to the bottom, cutting their interest rates back down to historical lows. And the data keeps coming in …
Central banks almost never say they intervene in currency markets. In a survey, half said they do. Central banks report they were likely to boost gold holding while none reported crypto holdings The 21st annual Central Banking survey, sponsored by …
