“.. lenders have stopped pretending … The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000.”

".. lenders have stopped pretending .. .. The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000." 👇🏼 pic.twitter.com/d3N92Hr4YR — Kalani o Māui (@MauiBoyMacro) February 17, 2026 …

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Fed research confirms life insurers’ exposure to private credit exceeds 2007 subprime levels. Commercial real estate crisis ignored for years, now media blames AI

“The Fed published a research note in March 2025 that almost nobody read. It found that life insurers’ exposure to below-investment-grade debt now exceeds the industry’s exposure to subprime mortgage-backed securities in late 2007. Let that land. The same financial …

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Regional banks control nearly 1/3 of US commercial mortgages, but hidden risks in CRE are 4X higher than reported. 08 is going to look bullish in comparison.

Regional banks now hold almost one-third of all U.S. commercial mortgages and a majority of non-owner-occupied CRE, and “latent distress” is about 4X larger than what current delinquency rates imply.🧵 CRE: ~ $4.8 T Consumer debt: $5.58T (auto: $1.66T, Student …

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With over $1.29 trillion in credit card balances, $1.6 trillion in auto loans, and $1.5 trillion in commercial real-estate debt now at risk, the U.S. is marching into a full-scale crisis.

America’s banking system is entering a dangerous new phase — and the warning signs can no longer be ignored. In today’s video, “The American Banking Crisis Just Got Worse (Defaults Are Rising),” we break down the shocking financial data that …

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U.S. banks sitting on $482B in unrealized losses, silent crisis threatens systemic collapse. Shadow Banks rushing to bail out Commercial Banks via a fresh liquidity pool?

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 …

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Fantastic new interview with Tucker Carlson. Captain Sherry Walker has been a commercial airline pilot for 35 years. She says DEI has so completely undermined safety standards that pilots are sometimes afraid to leave the cockpit for fear of what their co-pilots will do. Aviation security has been put at risk for diversity.

Sherry Walker has been a commercial airline pilot for almost 35 years. She says DEI has so completely undermined safety standards that pilots are sometimes afraid to leave the cockpit for fear of what their co-pilots will do unattended. (0:00) …

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