Independent thinking for complex markets and current events
Private Credit is where the next systemic financial risk is going to emerge from. Just a complete scam industry. Fake valuations. Pretending things are par when they are clearly not. Lending to garbage companies. And… it’s all being financed by debt from commercial banks (since banks can’t lend like this anymore after 2008). Private credit …
by Michael Is the long-awaited implosion of the Japanese financial system beginning? Japanese bond yields are spiking dramatically, Japan’s debt to GDP ratio is now above 230 percent, the Japanese economy has started contracting, and Japanese Prime Minister Shigeru Ishiba just publicly stated that the financial condition of his nation is worse than the financial condition …
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. America’s $36T debt is a ticking bomb, and unlike… pic.twitter.com/jWVUSy4866 — Porter Stansberry (@porterstansb) May …
The Fed has wrecked our financial markets: secured overnight financing is now almost triple where it was pre-pandemic and this essentially must keep increasing or things will start to break; the Fed is barely able to hold its house of cards together… pic.twitter.com/5q1AFbyxIu — E.J. Antoni, Ph.D. (@RealEJAntoni) May 6, 2025
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. THUS THE BIG SHORT! — Egon von Greyerz (@GoldSwitzerland) April 26, 2025 Quick reminder – …
You can feel it in the bond markets. You can see it in the headlines. But most of all, you can sense it in the way central bankers speak now. No longer with the confidence of engineers controlling a machine. Now with the anxiety of firefighters trying to contain a blaze. Global debt has crossed …
UBS: If we report these swaps we inherited from Credit Suisse, the Financial System will collapse. CFTC: Say no more fam, how does 'Swap Relief with no Expiration' sound? pic.twitter.com/Nk2mopkJWw — M.B. (@741trey) April 16, 2025
“The global rules-based trading and financial system is at risk of collapse and confidence in the US dollar as the global safe asset weakens significantly, resulting in a sharp revaluation of US assets triggering a full-blown financial crisis,” is how Scope described this third scenario. https://archive.is/Yw0zn
$PLTR IT’S HAPPENING. NATO officially acquires an AI system from Palantir to build a warfighting platform. The geopolitical turbulence in the world necessitates a solution that actually enables software to meaningfully work at the highest levels — Palantir is the modern day… https://t.co/PeZQwgX4WH — amit (@amitisinvesting) April 14, 2025
BIG BREAKING! 🚨💵🪦 CHINA LAUNCHES GLOBAL DIGITAL PAYMENT NETWORK BYPASSING SWIFT The People's Bank of China just connected its digital RMB to 10 ASEAN and 6 Middle Eastern nations, covering *38% of global trade*. This bypasses SWIFT and the US dollar entirely. Payments… pic.twitter.com/d8RKessKzJ — ADAM (@AdameMedia) April 7, 2025 It’s happening. Today will be …
The selloff in the riskiest corners of the credit market has been significant over the past month, yet there are worries it is nowhere near enough. Some have called it the financial system’s gray swan, the most glaring inconsistency nearly everyone is simply ignoring or trying to paper over. As the economy deteriorates – with …
HSBC: U.S. Recession, Stagflation, and Debt Concerns Could All Boost Gold HSBC sees three ways gold could strengthen during what they call a “US-driven” market correction: 1. U.S. Recession Scenario: If recession fears grow, investors would move away from risky assets. This would weaken the dollar and lower Treasury yields, pushing more investors toward gold …
The 10-year Japanese Government Bond (JGB) yield has hit a 16-year high, creeping toward 1.75%. That may not sound extreme by global standards, but in Japan’s fragile system, even small increases in borrowing costs send shockwaves through the economy. The Bank of Japan has spent years suppressing rates with aggressive bond-buying. Now, markets are testing …
President Donald Trump has suspended funding for research and programs at the University of Maine System (UMS) after he clashed with Democrat Governor Janet Mills over the state’s refusal to ban transgender athletes from girls’ sports. In an email received by UMS, the chief financial officer at the US Department of Agriculture (USDA) ordered all …
Brad Lander’s decision to divest from government bonds is both politically motivated and financially reckless. With the state already sinking under massive debt, New Yorkers are facing a retirement nightmare. NYP: NYC Comptroller Brad Lander accused of ‘divesting’ pension funds from Israel It’s a tale of two investment strategies. New York City Comptroller and mayoral …
This NATO ally will ‘buy, buy, buy’ more weapons as quickly as possible after intelligence report says Russia may start a war in Europe in a few years Denmark will spend 70% more on defense over the next two years, bringing its outlays to 3.2% of GDP, as President Donald Trump has called on NATO …
A former federal worker shared the truth about the inefficiencies plaguing government offices: employees boast about working remotely while running personal businesses, drinking margaritas during office hours, and never getting fired. This is the reality of our public sector, where only a small percentage of workers do the heavy lifting, and the rest coast until …
Payments are being sent without categorization codes, making audits nearly impossible. There’s no required rationale for payments. The “Do-Not-Pay” list—meant to block dead people, terrorists, and fraudsters—is ignored. Worse, it can take a year just to add names to it. Now, the bombshell: $100 billion a year is flowing to recipients with no SSN or …
by Michael The more dependent you are, the less free you are. A couple of weeks ago, I wrote an article about how our system is designed to beat us down and make us weak and dependent, because when we are weak and dependent we are easier to control. Most of us don’t even realize why the …
https://threadreaderapp.com/thread/1884339632210600161.html
While the dollar was screaming higher the past few months, that eurodollar disorder had foreign govts absolutely raiding their reserves, money dealers hoarding record amounts of collateral and record Treasuries being piled up by depositories. And those were just the beginning.
As the debt continues to mount and delinquency rates rise, the tension in the financial landscape becomes unbearable. The rapid rise in margin debt, combined with the surging subprime auto loan delinquencies, signals a precarious tipping point for the economy. Margin Debt is now at the highest level since December 2021 and up 28.3% YoY. …
In a stark warning to property owners, billionaire investor Bill Ackman has taken to social media to advise, “When the insurance companies stop writing policies in your city, sell and move out.” This statement comes in the wake of major insurers pulling back from certain high-risk areas, signaling deep-seated issues within those locales. Echoing Ackman’s …
The US bond market has been in a drawdown for over 52 months, by far the longest in history. Video: https://t.co/PlZ0poWqfU pic.twitter.com/a948poplO9 — Charlie Bilello (@charliebilello) December 27, 2024 The US Bond Market has now been in a drawdown for 53 months, by far the longest in history.https://t.co/l5IYmkf6Ih pic.twitter.com/bGFIn2cMFW — Charlie Bilello (@charliebilello) January 1, …
Anybody else think the choice of a Cybertruck was possibly deliberate, to make a statement against both Trump and Musk at the same time? You don’t hate the legacy media enough https://t.co/wVq5JbmY5g — Elon Musk (@elonmusk) January 2, 2025 AP stands for Associated Propaganda pic.twitter.com/kh8rTuwlPK — Elon Musk (@elonmusk) January 2, 2025 h/t az116
Funny you should ask, I’ve been investigating the fraud in the F-1 Student Visa system too. It’s just as big of a rabbit hole as the H-1B stuff and the two are very interconnected. Buckle up because this one is something. Here’s the game. Students from India fake their undergraduate degrees and just apply straight …
This has to stop. pic.twitter.com/IkcCHuZuKy — I Love America News (@ILA_NewsX) December 30, 2024 https://twitter.com/UnfiltdTruth/status/1873579637156254083 https://twitter.com/UnfiltdTruth/status/1873557339862970870 Tech bro digs through the H1B government data and exposes the corporate hustle of the program
Reverse repo surges $72BN to $268.7BN for year-end window dressing. Funding market spreads already had blown out to 3 month highs amid spike in repo tightness pic.twitter.com/wyBoMBEPN8 — zerohedge (@zerohedge) December 27, 2024 The Federal Reserve's emergency Bank Term Funding Program dropped to $5 billion this week. It'll be $0 in January. pic.twitter.com/md8wCxDkVv — Financelot …
Tesla recalls 700,000 vehicles due to tyre pressure monitoring system problem https://t.co/cXvlfz7S1K pic.twitter.com/AKEtL60kG8 — euronews (@euronews) December 20, 2024
