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BREAKING: Oil Rationing Have Started
Episode 1347
The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel acr…
3 weeks, 4 days ago
BREAKING: Moody's JUST Downgraded A MASSIVE Private Credit Fund!
Episode 1346
Another major development in private credit crisis - yes, it is a crisis now. Moody's downgraded a $13 billion KKR co-managed private credit fund, ci…
3 weeks, 5 days ago
Holy Sh*t… Blackstone’s “Safe” Fund Just Lost Money
Episode 1345
Blackstone’s $83 billion BCred fund just reported its first monthly loss due to actual credit problems. However, it’s never credit losses that kill y…
3 weeks, 6 days ago
WTF Is Happening to Global Markets
Episode 1344
Global financial markets are all over the place. We’ve talked about commodities being crushed, getting liquidated due to serious and underappreciated…
4 weeks ago
Oil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started
Episode 1343
Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide do…
4 weeks, 1 day ago
Housing Just PLUNGED 17.6%!!! What You Must Know
Episode 1342
Sales of newly built homes crashed by a massive 17.6% in January, with a 44% drop in the Northeast and 34% slide in the Midwest. Of course, everyone …
1 month ago
McDonald’s Just Slashed Prices…The Economy is DONE
Episode 1341
McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back t…
1 month ago
We’re Seeing the First Signs of a Dollar Panic
Episode 1340
It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a…
1 month ago
The First Crack in the AI Bubble Just Appeared
Episode 1339
Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrus…
1 month ago
BREAKING: Now It's Wells Fargo AND Deutsche Bank
Episode 1338
Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock …
1 month ago