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20m 39s

No One Is Talking About What Just Happen...

Jeff Snider
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Mar 13
HOLY SH*T! Now its Morgan Stanley...
Now it’s Morgan Stanley’s turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley’s $8 billion North Haven Private Income Fund becomes the latest shadow banking giant to both get hit with massive investor withdrawals and to deny ... Show More
20m 11s
Mar 12
Oh Sh*t... Another $33B Private Credit Fund Is Blowing Up...
It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, the liquidity pressure also led to more asset sales. But those aren't even the worst of the day's news: that comes from JP Morgan and ... Show More
33m 17s
Mar 11
Texas Just Triggered a Housing Market Warning
We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mortgage delinquencies and even foreclosures have come into the conversation, especially in places like Texas. Rates continue to tick l ... Show More
19m 4s
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Apr 2025
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Sur fond de guerre commerciale à outrance et de dissensions au sein des pays membres de l’OPEP, le prix du pétrole a cassé un support technique majeur et enregistré une chute plus vue depuis la crise sanitaire. Le marché craint une récession économique mondiale, mais ce n’est qu’ ... Show More
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Feb 2025
Is Fort Knox Empty!? | News You Might Have Missed
<p><strong>A note from James:</strong></p> <p>I love digging into topics that make us question everything we thought we knew. Fort Knox is one of those legendary places we just assume is full of gold, but has anyone really checked? The fact that Musk even brought this up made me ... Show More
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Jul 2022
Yen enjoys some relief as oil prices cool off
Send a textYen bounces back as growth concerns pressure crude oil and yields. New quarter but investors still defensive - stocks, aussie, kiwi down. Striking part is that gold cannot capitalize, hits six-week low instead.Risk Warning: 74.89% of retail investor accounts lose money ... Show More
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Aug 2021
US yields jump, gold dives ahead of US inflation!
Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More
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