Independent thinking for complex markets and current events
AI, Private Credit: Blue Owl Is the Sum of All Investor Fears [BBG.com] Blue Owl Capital Inc. is caught in a trifecta of market worries about private credit, artificial intelligence and the flightiness of wealthy individuals who’ve been the new growth hope for alternative managers in recent years. Its abortive effort to give investors an …
Politicans and the courts killed it before US citizens could actually experience the benefits Now we have to keep watching the deficit slowly eat away at our fiscal future pic.twitter.com/fObg99Rj5a — Illiquid Insights (@IlliquidInsight) November 23, 2025 The US has officially added +$2.1 TRILLION of debt since the Department of Government Efficiency (DOGE) was formed …
$12 TRILLION CRISIS | Leveraged Loan Defaults EXPLODE 0:00 – Intro 01:19 – Sourced Data 1:50 – #1 Private Credit New Sub-Prime 3:06 – #2 Large Banks Exposed 5:30 – GFC Made Things Worse 9:30 – Bancorp Bad Debt 11:49 – #3 Private Credit Defaults Hidden 14:45 – Intentionally Unregulated 17:39 – #4 $12.4 Trillion …
Credit card companies just handed out $1.5 trillion in new credit limits since 2020 but Americans only actually borrowed an extra $430 billion. That gap $4.1 trillion in unused credit tells you everything you need to know about what banks are doing right now. Imagine your bank raises your credit limit from $5,000 to $8,000 …
by Michael The ride up was a lot of fun for crypto investors, but now many of them are getting wiped out by the ride down. For a long time, people were using borrowed money to make absolutely enormous returns in the cryptocurrency market. Unfortunately, that bubble is bursting and an epic cryptocurrency crash is now …
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 major media outlets continue to downplay. Credit card delinquencies, auto-loan defaults, commercial real-estate collapses, and …
Crazy to think that money supply is expanding this aggressively even as global central bank balance sheets have been contracting. We’ve seen a $10T increase in global money supply in just the past 12 months. Now imagine what happens once central banks inevitably need to expand their balance sheets again — which, in my view, …
If we get a rally here it won’t be because things feel healthy, it’ll be because the drop has gotten heavy enough that buyers smell a quick flip. pic.twitter.com/53GwRJs8XJ — Sir Meemsalot (@Meme0rable) November 14, 2025 Crypto markets have now erased -$1.1 trillion since October 6th. pic.twitter.com/mTgpK8ExbO — The Kobeissi Letter (@KobeissiLetter) November 14, 2025 …
via James Hickman By the autumn of 1648, England had been embroiled in a chaotic and bloody civil war for more than six years. Extreme ideological tensions in England had been building for decades over freedom of religion, plus the balance of power within government. King Charles was wildly unpopular. And a majority of politicians …
How can anyone look at these numbers and believe OpenAI has any hope to meet $1.4 trillion in spending commitments? https://t.co/gUcRNs11BI — Ross Hendricks (@Ross__Hendricks) November 10, 2025 Big Tech needs a staggering $1.5 trillion to fund the AI boom. This is the complex playbook it’s using to get it. Inside the financial engineering of …
$142 TRILLION. The silent tsunami is here. Global money supply just hit a verified $142 Trillion. Up 446% since 2000. A $116 trillion flood. China now commands the system: $47 Trillion (33%), eclipsing the US & EU. This is not growth. This is dilution. The implications are irreversible: 1. The Great Inflation Awakening: 3-5% persistent …
I’m sorry but this is total nonsense. Look at global GDP, where on Earth does $20T come from? The tooth fairy? pic.twitter.com/Nea1Jks3wO — Sheldon Miller (@SheldonMiller) November 8, 2025 Yeah, it’s not happening, but the fact that people can even say it with a straight face shows how blown out and fake everything already is.
Musk Wins $1 Trillion Pay Package, Creating Split Screen on Wealth in America Tesla shareholders approved a plan to grant Elon Musk shares worth nearly $1 trillion if he meets ambitious goals, including vastly expanding the company’s stock market valuation. https://www.nytimes.com/2025/11/06/business/elon-musk-tesla-pay-vote.html?unlocked_article_code=1.zE8.X9ul.66Oc5Shei8cd
Norway’s sovereign wealth fund has voted against a Tesla proposal to give CEO Elon Musk a compensation package worth $1 trillion. The fund, which is managed by Norges Bank Investment Management, holds a 1.14% stake in Tesla valued at about $11.7 billion, according to its mid-year filings in June. “While we appreciate the significant value …
Something feels off at OpenAI. For a long time, people talked about it like it was untouchable, the company that would rewrite everything we know. That kind of talk is always loudest right before the trouble begins. The excitement is gone now. The numbers look worse each time someone opens the books. You can almost …
Nvidia just crossed $5 trillion, and the world barely looked up. It’s the kind of number that should freeze you for a second. A single company now holds more paper value than the entire economy of Germany. It’s larger than Japan, India, the U.K., and every other country on Earth except the United States and …
Tesla board chair begs shareholders to green-light Elon Musk’s $1 trillion pay package, calling the upcoming vote a ‘critical inflection point’ Tesla chair Robyn Denholm urged shareholders to back a proposed $1 trillion compensation package for CEO Elon Musk, warning in a letter Monday that the company risks losing “significant value” if the deal fails …
The S&P 500 is now above 6,900 for the first time in history, adding +$18 trillion in market cap since the April 2025 bottom byu/RobertBartus inEconomyCharts So like 95% of real estate and 99% of energy are getting wrecked while tech carries the whole thing. Not exactly broad based strength. $SPY — StockStorm (@StockStormX) October …
With the Fed & uniparty hurtling us down the road to Venezuela del Norte, converting our Fed confetti into REAL money is a no-brainer. China just smashed another milestone in its war on dollar dominance. Official figures show overseas renminbi lending, bond investments, and deposits by Chinese banks have quadrupled in five years, hitting RMB3.4 …
BREAKING: Bank reserves at the Fed dropped -$59 billion last week to $2.93 trillion, the 2nd-lowest since January 2023. This nearly matches the 2023 low of $2.93 trillion, just before the regional banking crisis. Reserves are now on track for their 3rd consecutive monthly… pic.twitter.com/oVF2Ug8Xij — The Kobeissi Letter (@KobeissiLetter) October 25, 2025 My best …
Wonder why Germany is heading towards a crisis similar to Greece 13 years ago? Because the real government debt is 130% of GDP not 65% During the weekend a friend of mine claimed how German debt is still “low” and the country has room for to absorb ~900bn$ of spending that will mostly be channeled …
The S&P 500 has now added +$3 TRILLION since its October 10th low after President Trump's 100% China tariff was announced. This is the most profitable market of all time. pic.twitter.com/Yih0uZxLdp — The Kobeissi Letter (@KobeissiLetter) October 26, 2025 The same deal Trump signs 50 times that will bring up $spx 50% so yes SPX …
Private credit has turned into the blind spot of American banking. It started small, just a niche corner for high-yield loans, and now it’s a $1.7 trillion machine that barely anyone can see inside. Banks keep pouring money into these private lenders, hundreds of billions at a time, but almost none of it shows up …
00:00 Corporate Bankruptcies Surge 44% Higher Than Long Term Average 09:47 National Debt Just Surpassed 38 Trillion 15:39 Target Announces Largest Layoff in Over a Decade 18:23 Costco Groupon Pays You To Shop There Corporate bankruptcies have been skyrocketing to the highest levels that we have seen since 2005 and I’ve been running over 40% …
WALL STREET SHOCKER: MOST U.S. STOCK TRADING NOW HAPPENS IN THE SHADOWS — NOT ON EXCHANGES For the first time in history, more than half of U.S. stock trading is happening off the public exchanges — funneled into dark pools and internal trading desks of major Wall Street firms. — First Squawk (@FirstSquawk) October 25, …
Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the Fed cuts rates in 6 days. Rate cuts will push treasury holders to seek more risk, driving liquidity into Bitcoin and other assets Liquidity tsunami incoming ‼️ Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the …
The numbers are not bad. They are grotesque. The national debt has exploded past $38 trillion, and nobody in Washington is even pretending to fix it. In just eight months, we’ve added $2 trillion more. That pace makes the 2008 bailout look like a bake sale. Meanwhile, the media obsesses over tariffs or shutdown drama …
Margin debt is rising at a rate last seen before major bear markets and market CRASHES: Margin debt jumped 6.3%, or $67 billion, in September to a record $1.13 TRILLION. Investor leverage has surged 39% since April, marking the biggest 5-month spike since the late-2021 market frenzy. In the past, similar margin debt spikes have …
🇺🇸TRUMP: “INVESTING IN AMERICA – $20 TRILLION IN ONE YEAR” "Investing in America – $20 trillion. No country’s ever done anywhere even near that, like a fraction of that. Biden did less than a trillion in four years. I did $22 trillion. We’re going to do over $17 trillion in 8… https://t.co/bCuD5LvluV pic.twitter.com/hnC9erSaO6 — Mario …
