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The Trillion Dollar Private Credit Time Bomb Is EXPLODING
Episode 1322
Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset…
3 months, 2 weeks ago
Jamie Dimon’s Stark Warning to the Global Economy
Episode 1321
Now it’s Jamie Dimon's turn, JP Morgan’s highly visible CEO is the latest to make the 2008 comparison. Following up last year’s cockroach quip this t…
3 months, 3 weeks ago
The Private Credit “Bank Run” Has Started
Episode 1320
In the wake of Blue Owl’s shocking announcement last week basically trapping retail investors in a private credit fund they don’t want to be in, sign…
3 months, 3 weeks ago
Walmart says "Our Customers Are Running Out of Money"
Episode 1319
Walmart has been one of the few to benefit from the difficult economy the past few years. It’s gotten to the point where even high income earners hav…
3 months, 3 weeks ago
Repo Market Stress Is Back (And Bigger Than You Think)
Episode 1318
While Blue Owl’s blowup exploded the private credit mess back into the mainstream with yesterday’s first confirmation of Stage 2, there had been some…
3 months, 3 weeks ago
BREAKING: A MAJOR Credit Fund Just Blew Up, Here’s What They’re Not Telling You
Episode 1317
Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund ma…
3 months, 3 weeks ago
This Confirms EVERYTHING
Episode 1316
Stock market volatility has been moving higher since Christmas Eve as this undercurrent of anxiety refuses to go away. Some of it is AI related, sure…
3 months, 3 weeks ago
The Largest Banks in the World Just Did the Unthinkable
Episode 1315
After another month of even more deeply troubling banking data from China, S&P is wondering if the Chinese may be facing their Japanification moment …
3 months, 4 weeks ago
BREAKING: Home Sales PLUNGING to 2010 Levels
Episode 1314
Existing home sales utterly crashed in January. Yes, January is not a great month for real estate shopping and there was obviously less than ideal we…
4 months ago
BREAKING: Job Market Just Revised MASSIVELY! (Payroll Crash)
Episode 1313
We really, really messed up the jobs data the past few years, we got it almost completely wrong, but trust us, we’re good now. That’s what the BLS is…
4 months ago