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This Should NOT Be Happening in Oil Markets
Episode 1351
The question everyone should be asking themselves right now, this second, is why isn’t oil $130 per barrel? Today. Right now. When you look around th…
2 months, 1 week ago
Uh Oh... Bonds Just Flipped While Oil Surges
Episode 1350
Bond rates have completely reversed course and are falling again despite oil prices that haven’t budged. This is a clear warning that central bankers…
2 months, 2 weeks ago
We May Have Just Passed the Point of No Return
Episode 1349
It’s only been a little less than a month, but the economic and financial fallout from the Iran conflict is already taking shape as we search for tha…
2 months, 2 weeks ago
The European Banking System Just Did Something VERY Strange
Episode 1348
Many top European bankers did not do themselves any favors when pressed on the private credit bust, preferring to hide behind semantics or deflect at…
2 months, 2 weeks ago
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…
2 months, 2 weeks 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…
2 months, 2 weeks 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…
2 months, 3 weeks 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…
2 months, 3 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…
2 months, 3 weeks 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 …
2 months, 3 weeks ago