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 system that nearly collapsed from subprime has quietly built a larger position in an asset …

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China gold buying far exceeds official numbers.

Hidden gold binge suggests Beijing is bracing for a monetary shock bigger than officials admit. China continues to stockpile gold behind the scenes: China acquired +10 tonnes of gold in November, ~11 times more than officially reported by the central bank, according to Goldman Sachs estimates. Similarly, in September, estimated purchases reached +15 tonnes, or …

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Margin Debt Exceeds $1Trillion. Can you Imagine the Magnitude of the Crash if there is low or no Exiting Liquidity? Visual Representation of the Nasdaq 100 and Crowded AI Trades!

Margin Debt Exceeds $1Trillion. Can you Imagine the Magnitude of the Crash if there is low or no Exiting Liquidity? byu/Hephaestus4 inWallstreetsilver Visual Representation of the Nasdaq 100 and Crowded AI Trades! byu/Hephaestus4 inWallstreetsilver Chairman of UBS Group AG warns that poor insurance regulation and credit ratings arbitrage are creating systemic risks especially in the …

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DOE gave away $93 billion in 76 days no oversight funds vanished, amount exceeds 15 years combined spending in historic giveaway

HOLY CR*P 🚨 Democrats laundered SO MUCH MONEY before Donald Trump took office In the 76 day period between Trump winning and Biden leaving office $93 billion was sent from the DOE, who GAVE IT AWAY WITH NO OVERSIGHT, TO ENTITIES WITH NO FINANCIALS “The 76-day period you're… pic.twitter.com/onZaRkPNRn — Wall Street Apes (@WallStreetApes) May …

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The world is awash in uncertainty; it now exceeds the onset of the pandemic in 2020. Bears must love SPX seasonality for the next 30-40 days.

The world is awash in uncertainty; it now exceeds the onset of the pandemic in 2020. pic.twitter.com/bwkNWbDefU — Diane Swonk (@DianeSwonk) February 16, 2025 Bears must love SPX seasonality for the next 30-40 days. pic.twitter.com/cJOxQ30YCI — BraVoCycles Newsletter (@BraVoCycles) February 15, 2025 ‼️Short-sellers are CAPITULATING: Short interest on S&P 500 ETF, $SPY, has declined to …

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Gold remains undervalued; fair value exceeds $10,902, based on historical trends.

Here's one of my objective measures to value #gold; it’s undervalued. Like 1974 & 1980, gold won’t be overvalued until red line crosses blue line, which is presently $10,902 (assumes #CentralBanks have in their vaults the gold they claim to own; so fair value probably higher). pic.twitter.com/1HCgJmL2ni — James Turk (@FGMR) January 14, 2025 Fair …

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Biden Boogie! Biden’s Final Punch In The Jaw, Greatest Fiscal Deficit To Start The Year In History, Largest Debt Load, Interest Expense Now Exceeds Social Security

by confoundedinterest17 It is the Biden Boogie! Joe Biden is leaving the Presidency with an attrocious record. While saying he is leaving Trump with the strongest economy in modern times, the is actually leaving Trump and Republicans with a hollow shell for an economy. It is the final punch in the jaw from an angry, failed …

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The Bureaucratic Machine Has Grown so Big That the Number of Government Employees Now Exceeds the Population of All but Two States

The state of Florida had a population of 22,610,726 as of July 2023, according to the U.S. Census Bureau. That ranked third among all states — exceeded only by Texas, which had a population of 30,503,301; and California, which had a population of 38,965,193. As of this September, federal, state and local governments in this country …

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The speed of this crash already exceeds the 2022 bear market. Hedge funds sold winners rapidly last week, echoing January 2021’s meme stock craze.

The speed of this crash already exceeds the 2022 bear market. When the 50 dma (blue line) breaks, the decline will accelerate. pic.twitter.com/Ammt0BemoF — Mac10 (@SuburbanDrone) July 23, 2024 NVIDIA execs sold 5.7 million shares, 77% of all sales, in three months. 🚨NVIDIA Insider Activity alert: The number of sales by NVIDIA executives rose to …

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Household Debt in Canada Exceeds 100% of GDP

By Martin Armstrong World leaders spend recklessly with no regard for the overall economy. Canadian Prime Minister Justin Trudeau has fallen out of favor for one primary reason – the cost of living is too high. Canada is deeply indebted, and now ranks the third-highest nation in household debt in the world. Switzerland and Australia are …

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US Federal Debt Payments Now Exceeds Defense

U.S. interest payments on its debt are now set to exceed defense spending. This year, federal spending on interest payments is forecast to reach $870 billion, surpassing the $822 billion allocated for defense in 2024. The rising interest costs are driven by factors such as increased debt resulting from tax cuts and pandemic-related aid. While this development raises concerns, it’s …

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UK Public Sector Pension bill now exceeds the size of the economy itself.

via The Telegraph The Treasury said NHS pension liabilities alone had climbed above £1 trillion, while the cost of future pension promises to millions of public sector workers including doctors, civil servants and teachers ballooned by £333bn to reach £2.64 trillion in the 2021-22 financial year. The jump in liabilities was driven by a substantial downgrade to …

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Corporate bond market exceeds $10T; primary dealer inventory at $33B signals illiquidity. Rising defaults echo 2008.

Corporate bonds outstanding >$10T. Primary dealer inventory $33B -not a liquid market. When credit markets quiet & calm, it gives impression liquidity's fine, but if many want to sell, liquidity disappears. Even in quiet markets, finding a bond can take several days @apolloglobal pic.twitter.com/6tx1U6jNH6 — Danielle DiMartino Booth (@DiMartinoBooth) March 24, 2024 Up and to …

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US government spending post-2020 exceeds major wars combined, cities struggle with debt.

It's in the nature of the monetary system for these ratios to go exponential. In the short term, something might give way, but in a few years, we'll be repeating this conversation as the debt level has surged exponentially. pic.twitter.com/mS05NNJ3UJ — Phoenix Capital (@PhoenixCapitalH) February 15, 2024 70% of largest U.S. cities lack funds to …

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US Interest Cost Now Exceeds $1T

The US will need to print over $1T per year just to pay the interest. Since US Gross Domestic Product is roughly $25T that means that inflation will never be below 4% ($1T / $25T) until the US goes bankrupt. That number will grow substantially as we move forward. Queue “Requiem for a Dream” music. …

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Colorado’s inflation exceeds the national rate at 4.5%. Average family spending increases $1,206 monthly, impacting households.

by Stephen Green Colorado’s year-over-year inflation continues to outpace the national rate of 3.1%. While inflation rates in the Denver metro area have dropped to 4.5% in November, down from 5.4% in September, Colorado’s year-over-year inflation rate still surpasses the national average of 3.1%. According to analysis conducted by the Colorado State Initiative (CSI), the average …

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Annual Interest On The US National Debt Exceeds 1 Trillion Dollars

This amounts to a doubling of interest costs over the past 19 months, according to Bloomberg. It is the equivalent of 15.9 percent of the Federal budget for fiscal year 2022. https://www.breitbart.com/economy/2023/11/07/bloomberg-u-s-debt-interest-bill-soars-past-1-trillion-a-year/ This is based on the current book debt of $33+ trillion. It doesn’t reflect the $211+ trillion in unfunded liabilities. (lower right) https://www.usdebtclock.org/# Make no …

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Addicted To Gov? US Added $600 Billion In Debt In One Month And $10.47 TRILLION Since Covid Outbreak, Credit Card APR Now 28.93% As Credit Card Debt Exceeds $1 TRILLION, Family Healthcare Costs Surge 7% To $24,000, Q3 Real GDP Rises 4.9%

by confoundedinterest17 Bidenomics new theme song is “Addicted To Gov.” Bidenomics needs lots of Federal spending and borrowing to survive. But all this spending and borrowing is causing rapid price increases and other distortions. The US Federal government just added $600 billion in debt in ONE MONTH. And The Fed’s have borrowed $10.47 TRILLION since Covid in Q1 …

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Local governor in China: “The money we receive from the CCP government for implanting spyware exceeds what we earn from making the cell phones”

BOMBSHELL REPORT: NFSC chairman uncovers MASSIVE CCP SPY OPERATION on American soil utilizing elements and components American citizens use on a daily basis. The amount of data COLLECTED by these operations is staggering.. WHAT ARE THEY USING IT FOR? BOMBSHELL REPORT: NFSC chairman uncovers MASSIVE CCP SPY OPERATION on American soil utilizing elements and components …

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New York Fed: Total Household Debt Reaches $17.06 Trillion in Q2 2023 (increased by $2.9 trillion since the end of 2019); Credit Card Debt Exceeds $1 Trillion for the first time. The Debt Time Bomb is Ticking…

by Dismal-Jellyfish https://www.newyorkfed.org/medialibrary/interactives/householdcredit/data/pdf/HHDC_2023Q2 https://www.newyorkfed.org/microeconomics/hhdc.html Wut mean?: Credit Card Balances: A notable increase of $45 billion to a record $1.03 trillion, along with a rise in credit card account limits to $4.6 trillion. Mortgages: Balances remained steady at $12.01 trillion. Mortgage originations, including refinances, were at $393 billion, up by $70 billion from Q1. Auto Loans: Increased by $20 …

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