Watching the Reverse Repo Facility hit its lowest level in over 1,300 days is chilling.

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This is not just a blip—it’s a major sign that the Fed’s liquidity lifeline is running out. If you’ve been paying attention, you know that means tighter monetary conditions are on the way. How long can this go on before the system starts to buckle? The Fed may have to pull the emergency brake soon to keep things afloat. And that’s where the real panic sets in. It’s a signal that the markets, already in a fragile state, are teetering. Now, look at some of the big players, like Palantir, whose financials are increasingly hard to ignore. They’re posting profits, yes, but a huge chunk of it is just from interest—not from actually doing business. This isn’t sustainable, and yet their valuation continues to soar. The bubble is getting dangerously big, and the fact that we’re seeing some major moves to cut risk, especially in Japan, says everything. When your biggest players can’t generate revenue organically, something’s wrong. Japan’s panic over rising yields is just the tip of the iceberg. Brace yourselves.





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