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We 2008 again?
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>>61133908
Something feels off, a false flag is coming, economic collapse. Precious metals are like tide going back before a tsunami
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yes
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>>61133908
Bitcoin going to 100k meant nothing for the banks, because Bitcoin is nothing but a liquidity trap where dollars go to die
Banks cannot handle surging gold and silver, though
Banks make their money via loans, and it's now obvious they're going to be repaid with hugely devalued dollars
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>>61133908
check this shit out
QE soon, bailouts maybe
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Banks are full of US dollars, and dollars are full of gay AIDS.
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Russia is going to invade the Baltics/Poland. Screencap this.
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>>61134281
Kino
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>>61133908
Those banks are all short Silver. They are all about to go to zero.
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JPM has been a larger silver short position than physical silver exists
They are the first to fail (and get bailed out, of course)
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>>61134173
>bailouts
Uhhh the government is shut down and can't vote on it
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>>61134173
Everyone is for the moment (rightfully) focusing on regional US banks but the amount of absolute dogshit loans out there both in the US and globally is unreal and somehow the situation is even worse than the absolute nonsense that was allowed to go on during covid.
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Bitcoin was the mouse that freed the lion that's now about run wild on the jackals.
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>>61134330
How the fuck do you naked short silver
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When is the housing collapse? Next year? 2027?
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I was mentioning last week about how First Brands and Tricolor going under were going to ripple into a new 2008 and /biz/ was calling me a fucking idiot because it's not the same scale as subprime housing. It doesn't matter what it is. Collateral that gets pledged to multiple lenders at the same time is going to rug everyone at the same time if that borrower goes under. Every fucking time. You wonder why gold was skyrocketing all week? It was insiders panicking and bailing the fuck out because they knew this was about to come down.
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Whatever, fuck you all, I got my gold and silver. You were warned.
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>>61133908
Sort of.
Instead of banks being bailed out and consolidated, they'll be bailed out and forcefully split into a gazillion community banks.
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Nope

Two years ago we had the largest bank failures since 2008 and it was all paved over with QE. They know at this point they can just print more and more money to rescue the economy from anything at this point. Doesn't matter if housing, cars and everything else skyrockets in price they know they can't afford to have another meltdown or else we're going back to 1970s levels of disparity
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>>61134281
they can't even take Ukraine faggot
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>>61134356
Ok so which one of us is Ryan Gosling which one is Christian Bale and which one is Brad Pitt in this shitshow
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>>61134398
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>>61134331
All they need is Congress and Congress isn't shutdown. They kind of like having a non Mad Max society for a few years longer, so they'll rubber stamp a bailout without question.
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>>61134173
its impossible to read the image
what is it about?
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>>61134533
>All they need is Congress and Congress isn't shutdown
Congress is literally causing the shutdown
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>>61134331
Scamdemic removed what little limits the Fed had, they can bailout whatever they want without any additional authorization
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>>61134553
Jerome is assmad that he's getting sacked though
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>>61134567
>he thinks politics is real
An actor in orangeface can’t fire a producer of the show, slavemind
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>>61134582
That's why he's going to crash the economy to show who's in charge
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>>61134592
Which part of the “politics is fake” don’t you get?

When I say fake, I mean FAKE, scripted, not real. “JFK was a character, the actor was fine and lived a long life” level fake and gay.
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Buy gme if you want to live!
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>>61134389
Yeah, and they still invaded them, that didn't stop them from doing so.
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>>61134690
It has nothing to do with optics m8
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>>61134541
>>
jajajajaja
>>
guys
it's fine
IT'S FINE I SAID
GUYS
LISTEN
>>
...
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>>61134856
>>61134848
So we're fucked? Or raped or cartel torture video fucked?
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>>61134927
The global economy is about toe-depth into a woodchipper experience with no way out.
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>>61133908
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>>61134840
>>61134846
>>61134848
>>61134856
so the issue here are NDFI loans?
can you tell us more about that?
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>>61135039
No one seems to want to share information on why this is so bad or how to profit from it.
Maybe it's just a load of BS, maybe it is not but won't affect us much... Who knows.
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>>61134173
No clue what’s going on in that chart. Is red bad?
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>>61135449
>>61135449
Been researching this a little tonight. So far I found the 2025 FDIC risk report that states that NDFI's could be a risk to bank credit in general, but specifically during an economic downturn.

My thought so far is that NDFI's seem to be riskier than traditional bank activities and they make up a larger portion of bank loans than ever before. In the event of an economic downturn it might be more likely that NDFI loans go delinquent, and if that happens banks stand to lose a large sum of money. What haven't figured out yet is the rate of NDFI delinquencies, or what the effects would be on the banking system. This link shows the effect on Zion's bank stock price (https://www.theguardian.com/business/2025/oct/16/us-regional-bank-stocks-fall), and it has an interesting quote by Dimon where he says: "I probably shouldn’t say this, but when you see one cockroach, there are probably more,” and “Everyone should be forewarned on this.”

What's interesting to me about this quote is that if you look at all banks, NDFI loans make up about 16% of all loans. When you look at only banks with over 100B in assets, that number jumps up to about 24%. Seems to me that if these loans went bust big banks would be hit the hardest, but I have no idea (and its not clear whether anyone does) what risk associated with these loans are.

Any anons wanna chime in on this? Open to ideas here.
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>>61133908
https://roths.substack.com/p/the-coming-crisis

called it lol
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>>61134772
based idiot
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Bank stocks are bad investments, they're too risky
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>>61133908
NEH
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>>61135990
What do you suggest on how to prepare for it

Cash is getting eaten by inflation
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>>61134281
how? retard
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>>61134281
niggers invade my anus
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>>61133908
this shit is stressing me out, i'm just going to go fap and not look at a chart until 2026. whatever happens is meant to be.
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After more research and looking into the recent defaults, the question that remains is this: Were the recent defaults one-off cases? Or are they indicative of a systemic issue in NDFI markets?
On the one hand the recent defaults were caused by fraud, which could be an issue with the particular companies that went under.
On the other hand, we don't know just how risky these loans are. Though the banks will tell us that they're investing in low-risk NDFI's we don't have any way to verify it.

From what I've found it appears overall leverage rates are high. That's great when number go up, but as soon as the market enters a downturn, margin-calls force sell offs that exacerbate the effect. Question is will it be a flash crash or will it be longer term? How long till this AI bubble pops anyways? Who knows and who fucking cares.
I'm sketched out by this and by gold reaching ATH but not sure if I know enough yet to open shorts (and not sure what to short. Banks? Finance? Anything?)
Thanks for reading my blog. Can post links to all the shit I've been reading if any anons are interested
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>>61133908
>Conservatard chuds take power
>Everyone becomes poor
Lol
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>>61133908
I'm guessing that Larry Ellison is going to buy up all these banks for $6m a piece.
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>>61137210
yeurp
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>>61133908
The whole thing has been engineered for decades, arguably since they decided to claim that it's racist not to give Taquesha a million dollar mortgage despite her being on foodstamps.
Their goal is total consolidation of power into as few hands as possible and they have engineered a mountain of excuses for why it's happening like Russia, China, trannies, leftists and non-whites and everyone is playing their part like the good goys that they are.
Things are going to get very bad, very quickly.
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>>61134173
But what about a bailout for the people?
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>>61137132
Silicon valley bank collapsed in 2023. This shit has been going on for a while. Job numbers going all the way back to 2023 were revised down.
People were complaining about shit job prospects even in 2022.
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>>61133908
My nigger, we're entering 1929
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>>61137999
Silicone Valley bank collapsed because of they had a large inflow of deposits during and in the immediate aftermath of Corona, which they put in T-bills at a very low rate.
When the wind shifted in the tech companies wanted to spend, the withdraw forced SVB to sell their T-bills at a heavy draw down because the interest rate had increased.
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>>61134356
It’s not the same scale as 2008 though Kek. Theres a misunderstanding of what made 2008 so bad in popular culture. You’re welcome to read online what changes EMIR and Dodd Frank made.
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>>61136975
Debt itself can absolutely catalyze a recession, as seen with 1929, but I think you need to show more granularity to have an argument as otherwise high debt is simply indicative of the stage of your average business cycle. Debt is not a bad word, even when it’s defaulting.
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>>61134331
anon the government answers to the Fed not the other way around
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>>61138042
Good, maybe we can solve the problems this time around because everyone on the internet knows what they are, and not just a few cranks
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>>61138581
>99p pint only 15 years ago
it's so fuckin over lads
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>>61138647
That was just spoons doing its thing nobody else does that

Wetherspoons prices old man fart beer at £2-3 nationwide but they’re the worst beers
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>>61135039
>>61135449
Here's an article on this topic (I haven't read it fully, but it seems very informative and on topic) https://adamjosephson.substack.com/p/ndfi-lending-in-the-next-crisis
From the little I've read, it looks like this would amplify an economic crisis if companies started defaulting..
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>>61133908
WHEEEEEEEEEEEEEEEE
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>>61135723
see: >>61134840 >>61134856
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>>61135039
>can you tell us more about that?
chat gpt it
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>>61138504
Yeah not sleeping and tweaking out over bank financials at 2am doesn't lead to good explanations.

I never meant to imply that NDFI's could be the catalyst for a crash, however it seems that they could be more likely to default in the event of a downturn, thus amplifying it. Further, I don't know that one can make an accurate risk assessment on NDFI loans as NDFI's aren't required to publicly report their financials. Right now these loans make up a significant portion of all bank loans, totaling 1.7 trillion dollars. So my thinking goes:
NDFI's are more opaque in terms of risk and represent a huge portion of all loans made by banks (16% overall, 24% for banks over 100B). If the market enters a downturn, it may be possible that NDFIs default at a rate higher than expected, representing more risk than banks have accounted for.

The question that I can't answer is how much does this matter? I don't know, and I don't think there is a way to get the granularity needed to say anything conclusive. If this sector of loans starts to default in the event of economic downturn, how much money is actually at risk of disappearing? How much do we trust that banks are making responsible loans to these institutions?

I appreciate your input anon. Could you shed some light (or just point me to some links) on why debt isn't bad even when defaulting? That might help me answer a few of my questions.
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just buy stablecoins hehe
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>>61135039
no, the issue is with loans on commercial real estate (CRE) and that is a sign of bigger issue in economy like job and production cuts.
Big banks just hide it better because of more diversified portfolio.
Also they created the law for big banks to help the hide the bad loans so it could be even worse there, see pic rel
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>>61141835
from AI
>CRE Exposure Overall: The whole industry has $2.7 trillion in CRE loans maturing by 2026, per Fed data. Big banks hold a chunk ($1 trillion), and insiders (e.g., NY Fed reports) warn of "stress testing" failures if rates stay high or vacancies worsen. Banks like Bank of America have flagged CRE as a risk but haven't announced major write-offs yet.
>Quiet Provisions: Big banks are quietly increasing "loan loss reserves" (money set aside for bad debts). For Q3 2025, several reported higher provisions tied to CRE and corporate loans, but without specifics on fraud or defaults. If they're like regionals, fraud or overvalued collateral could be lurking—regulators are probing this via stress tests.
>Not Zero Risk: History shows contagion; in 2008, big banks like Citi hid toxic assets until forced to reveal. Analysts (e.g., from Moody's) say if regionals keep disclosing, it could pressure big banks to come clean, especially with Fed rate cuts not fully easing borrower pain yet.
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Alan greenspan single handedly manufactured 2008, don't get your info from the big short since it's for normies, 2008 was deliberate and they didn't save lehman to create panic, the purpose of GFC was to pass dodd-frank and in turn some regulations passed in dodd-frank will take some important role in this crash especially how firms will be handled during insolvency
You're in the midst of history being made guys, smile to the camera
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>>61141909
you think there is more to come?
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>>61138525
The Fed is blowing the economy intentionally
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>>61141959
trump actually does it with tariffs and chaos on markets.
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>>61141909
>especially how firms will be handled during insolvency
Post proof or fake and gay. I’m expecting you to be the great taking schizo.
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>>61134533
congress can't link up without that congresswomen getting confirmed which would give enough votes to release epstein files

jews always win
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>>61141704
>Further, I don't know that one can make an accurate risk assessment on NDFI loans as NDFI's aren't required to publicly report their financials.
Yes, that would seem to be key for sure. Opaque markets are hard to work out, the loan structure is very important.

>Could you shed some light (or just point me to some links) on why debt isn't bad even when defaulting?
This is just how markets work, banks price themselves to be profitable on loans even when many go bankrupt. Losses are expected and priced in your risk premium. 2008 for example wasn’t bad because a bunch of bonds defaulted, but because the hedging banks did for when those bonds defaulted was fraudulently worthless. Tricolor is worrisome because of the fraud not because it defaulted at all. Maybe this is a no duh statement but this can be a good short opportunity while at the same time not being some systematic catalyst for market collapse.
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>>61142038
Great taking was very defeatist and victim mentality take, during SVB it was shares and bond holders that were wiped out instead of depositors
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>>61142131
>it was share and bond holders that were wiped out
As it should be no? Why buy risk assets if you don’t want risk lol.
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>>61142147
Yes but great taking said the depositors will be wiped out to bail in investors, which is a very defeatist attitude
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>>61142162
Maybe we’re talking about different things, there’s a “great taking” video some anon shares from time to time that talks about using using default safe harbor clauses in Dodd Frank to basically roll up everyone’s money.
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>>61134373
I want to believe, but I fear that our rulers are way too retarded to do that.
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>>61142175
No, you're talking about the same thing. The other anon is saying that the great taking is kayfabe nonsense. The banks are gonna go belly up then get sold off to fintech companies.
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>>61137132
Republicans know they are all dead if the economy implodes under the orange chimp
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>non deposit financial insitutions
So am I guessing right that the debt being talked about is mostly BNPL niggers racking up huge balances?
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>>61142328
The great taking has a focus on how centralized market entities will be forced to bail in customer segregated funds to cover systemic losses. In such a scenario both the lien holders and the customers lose.
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>>61142377
Yeah, i know what its supposed to be. But the great taking is fake and gay. The banks will go bankrupt, and be bought up by fintech firms flush with stablecoin 'cash'.
The depositors in the us will be made whole just like with silvergate, and first republic.
Europoors might be boned, though.
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>>61134281
wIth what army?
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>>61134040
I’ve had the same feelings for months. Something has to give soon
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>>61142527
I don’t think we’re on the same wavelength. The great taking I saw talks about CCP’s defaulting rolling up the entire financial economy under them due to custodial laws. You can’t “make depositors whole” when the notional value on the transactions eclipses the entire economy.
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>>61134331
bailouts and thus congressional oversight aren't needed since dodd frank, your bank account will be emptied without any governmental oversight and there is nothing you can do about it

reminder, if your money is in a bank, it's not your money, it's the bank's
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>>61142980
>reminder, if your money is in a bank, it's not your money, it's the bank's
Not your keys, not your coins.
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>>61142980
The bail-in won't be enough to pay off their denbts and then the entire system will collapse
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>>61142980
>if your money is in a bank, it's not your money, it's the bank's
they don't have it either tho
they pretend like they do
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>>61143361
when king migger tanks the economy:
>Just HODL bro!
When banks tank the economy:
>NOT MARKING YOUR LOSSES TO MARKET IS CRIMINAL
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>>61134173
Banks have access to the treasury
Liquidity issues are impossible
Inflation is the problem

It’s a money printer ffs; how do people not get this
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>>61142131
It was 100% accurate. That book isn't a "prediction." It's a report on the new powers kikes gave themselves to take everything you have if it's in Jewish paper.
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>>61134398
None of those fucking idiots even made much money off predicting the crash. I don't even know what the movie was even about in light of that.
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CAMMON SILVER LETS END THE FAKKING FED
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p.s. if the bank fails do i have to pay my credit card debt
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>>61143504
The movie has plot holes in it I don’t understand. It makes a big point about brownfield fund being the only one to buy swaps on A tranches, and says that Steve Carrol’s fund buys triple B swaps, but the at the end of the movie says that Morgan Stanley was buying B swaps and selling A but that somehow this means Steve Carroll’s fund is betting against them?
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>>61133908
recession indicator?
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>>61143405
>Banks have access to the treasury
you mean the FDIC?
that's a bunch of baloney
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>>61133908
Cool, does this mean they’re going to print a gazillion dollars?
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>>61133908
nothing EVER happens
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>>61134840
computer… explain…
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These insolvencies on specific sectors don't matter because what's needed to pop the bubble is some sort of liquidity issue that will trigger some cascading liquidation event, well lucky for us reverse repo has been drained and fed has started filling the gap in the repo market through TOMO, signifying some distress
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>>61134848
The gray bar represents money people are holding in accounts; it’s not a bad thing.
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>>61143838
The majority of market history the Fed has done repo not reverse repo operations. It’s actually the outlier to have such extreme inflation that banks need support for 4 fucking years to not crater real yields.
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>>61136101
Interest-bearing cash equivalents for now. The inflation thesis is overplayed right now. Time to quietly take profits and wait for things to fall apart. Cash will be king soon, when defaults start happening it’ll be in short supply. See: credit contraction. It’s highly deflationary. So are tariffs by the way. Speaking of cash being in short supply, check the SOFR rate right now and ask ChatGPT what it means.
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>>61143900
It’s above the current FFR corridor so if chat GPT is telling you anything other than this prompts the fed to open their repo facility to protect the upper bound its lying to you
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>>61134050
who is that
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>>61143934
Yes it’s above FFR targets and discount window rate which means there isn’t enough liquidity out there and FIs are paying a premium to borrow.
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>>61143934
>>61143954
https://www.youtube.com/watch?v=Ueo0oZjrW2w
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>>61143900
>The inflation thesis is overplayed
>believing government statistics
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>>61133908
>2008 Financial crisis
>2020 Covid19 was one of the greatest transfer of wealth
We were 2008 during 2020, during covid19 but Biden changed the definition of recession, bend reality, and every government duct taped their failure, covering their ass. China's arrogance lead to this trade war, because a hot war is not worth dying for. So now we are on reality, the snap back to reality hurts doesn't it?
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>>61143900
>See: credit contraction. It’s highly deflationary.
QE5 will wipe any worries of deflation off your mind, babe.
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>>611439541
1. The discount window is far beyond the upper corridor
2. If liquidity is so low then why are reserves still so high
https://fred.stlouisfed.org/series/TOTRESNS
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>>61144044
Meant for >>61143954
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>>61142104
what's funny in all of this is fags claiming how saylor "is about to get liquidated" when all of his loan terms can be found on the strategy website and monitored in real time backed by pristine collateral aka bitcoin and his leverage is extremely conservative, meanwhile they have their entire networths stuck in cuckwages held by corrupt banks with obscure accounting
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>>61144044
I think primarily there has been an increase in counter party risk which means banks are less likely to lend to each other, aka they don't trust each other. Capital requirements mean that banks must maintain a certain level of liquidity on their balance sheets and they don't want to risk lending out to other banks if they don't think they'll be repaid.
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>>61144102
Counterparty risk doesn’t exist with secured lending though, SOFR is backed by treasuries
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>>61143995
That already happened, and also that’s consumer price inflation not assets. It doesn’t mean it’s time to invest in assets, the time to do that was 2020-2021. Now’s time to take profits.
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>>61144033
Yes but credit contraction first, then QEinfinity. It’ll be a short- lived contraction, be ready to btd.
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>>61143871
doesn't increased liquidity on deposits mean more fears to invest = bad?
>>61143877
doesn't cratering yields mean demand for the debt = good?
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>>61144116
Failed repos are a thing which plays into the capital requirements issue.
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>>61144140
Yes, and demand for yield goes up when inflation goes up, hence the Fed stepping in with the RRP facility

>>61144141
Show me them lol, repurchase agreements by definition are secured from counterparty risk by being collateralized
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>>61144044
Um the discount window IS the upper corridor.
2.) That’s just depository institutions and they’re required to have reserves, at least the smaller ones. I’d guess the big institutions have plenty but the mid-sized ones aren’t doing to good.
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Also they’re cooking the books
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>>61144124
what if 2026 is the blowoff top of all sidelined money that still didn't get in? there's people that did not buy the covid dip
i will not sell my btc proxies completely in case there is an assymetrical movement here such as btc decoupling from the nasdaq finally, and it happens when you sell
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>>61144145
>Yes, and demand for yield goes up when inflation goes up, hence the Fed stepping in with the RRP facility
I dont get it
if people are buying the gov's debt, that's good enough, why would they need to interfere?
ive always thought they interfere to buy debt to make yields go down, but if the market is already buying debt and making yields go down, then why do they need to do anything about that, it's working as intended

it would be a problem if yields were going up too much (im not sure what too much is) and then they would buy their own debt (whicn in return, could make inflation go up since they print money to buy their own debt in this odd loop... too many moving parts)
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>>61144145
>Show me them lol, repurchase agreements by definition are secured from counterparty risk by being collateralized
https://www.financialresearch.gov/short-term-funding-monitor/market-digests/collateral/chart-3
The idea is that capital requirement rules force banks to hold high-quality liquid assets and maintain certain capital buffers. The risk is that a borrower doesn't buy back the collateral in time. In the mean time your institution has just fallen below it's capital buffer breaching your limit and incurring fines or risk insolvency.
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>>61144160
V30 is going to blow up Bitcoin. Shits fucked.
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>>61144147
Apologies you’re correct on the discount rate. I believe I was thinking of the emergency window possibly? Maybe the floor. I swear they have an upper ceiling on the discount rate and SRF.

There is no reserve requirements currently. With no reserves required and ample reserves available does not seem like funding stress.

>>61144174
Reverse repo they are not buying debt, they are selling yield and in return people give them cash.they do step in to buy their own debt and keep rates low with QE, with reverse repo the goal is to stop real rates from going -2% or more even due to people buying up any yield since inflation is so high and tanking rates while at the same time inflation is going up. Real rates are key.

>>61144185
This doesn’t seem accurate, why would you be lending in repo markets if you are at risk of capital adequacy thresholds. You would be borrowing if such was the case, not lending. Failures to deliver are in relation to exercises of derivatives contracts I thought as well not in relation to collateralization of an asset.
>>
>>61144268
>>61144174
I guess as well to that point, the idea is if they do default you can just take the collateral and go repo it yourself too. I don’t really think counterparty risk can be such a thing in the context of secured financing.

I will accept in the case of fraud sure there’s risk. I don’t think there’s fraud here.
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>>61144174
It's an odd loop if your currency wasn't basically the world reserve and you can just shit out your money to other countries to keep your economic might and keep the money out of your countries loop so inflation stays down despite printing all your tbill payments
>>
>>61144174
>>61144335
Oh I think I understand your question a bit better. By ensuring that nobody can borrow money cheaper than the federal funds rate you stop inflation from happening essentially boiled down. If you take this all the way basically it’s because eurodollar and stopping companies/countries from lending dollars and causing inflation.
>>
>>61134040
yup, i can feel some kind of tension in the air and i have no idea what's going to happen
>>
>>61144421
I agree but we need to use meme magick to create and choose the happening that does the most chaos. I choose either aliens land in downtown Omaha (because it would be funny to make it so historically significant for nowhere) with undeniable proof that they're there, or Trump has the national guard arrest that fat man in charge of Illinois causing a civil war to pop off. If not that Ukrainian front collapsed and Russia controls Kharkov by Halloween
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>>61144129
Won't the banks just get nationalized by Trump since he already set the precedent by directly investing in US companies
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>>61136101
ima be real its pretty much dependent on whatever trump feels in the mood for once shit hits the fan, so I'm going to be a bit of a contrarian and say in the short run people will flee to stocks/bonds as a safe haven

you already are seeing 10Y T bond yields going down for example
>>
>>61137652

There was a bailout for the people, Zion don gave everyone thousands of dollars in stimmy checks to pacify them during the 2020 flu season in a charm offensive before his failed campaign and attempted insurrection, the US economy has been in the toilet since and now the chickens are coming home to roost.

Thankfully the UK is also going to suffer as a result of this, persistent 4% inflation (inflation is actually 10%+ if you don’t go off the cooked government figures) as they also printed 600bn as an overreaction to the flu. Take home message here is you get what you fucking deserve.
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>>61134173
Yet I have amazing credit but I can't get a loan for shit because I dont have a jerb. Is it cause I'm white?
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>>61144124
Yeah, it was my feeling too, like everyone is late to the party with gold, for example. Should have been in it in like 2021.
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>>61144871
>zion Don gave them thousands in stimmy checks
Meanwhile banks and corporations received 6 trillion of that 8 trillion. Shits completely fucked.
>>
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>us small banks have some credit scare
>EU indices dump, some as much as 2%
>US ends well in the green

I don't... what?
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>>61145006
guess who ended up buying large tranches of US CMBS lmao

Europe!
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>>61138504
>Debt is not a bad word
Youve never seen the tide go out. Take pictures when you do.
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>>61133908
Hardly, now we have aster, lock, uni as a real store of value, fuck banks and cex
>>
>a conspiracy thing NEEDS to happen!
>fictional stories told me so!
>>
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>>61144160
>what if 2026 is the blowoff top of all sidelined money that still didn't get in? there's people that did not buy the covid dip
>i will not sell my btc proxies completely in case there is an assymetrical movement here such as btc decoupling from the nasdaq finally, and it happens when you sell
Bitcoin could totally crab for years, or it could hit $300k and just go a point above inflation until the rest of time. But I choose to be a part of the ride and also make history with what houdiniswap is doing with privacy.
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>>61135039
NDFIs are the play. Little to no oversight, higher risk loans- its 2008 all over again. CRE is not as big as this.
>76% of small business used NDFI in Q42024, up from 61% in Q42023
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>>61141764
unironically, AAVE gives a better savings account than bofa, chase, wells fargo
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>>61145891
what the fuck are you talking about
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>>61144244
not now, knotty retard
the adults are speaking, go start flamewars with shinobi on twitter replies
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>>61143871
those are liabilities
now check the pnl for the securities bought with that money (bought during ZIR)
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>>61145871
>uni
>store of value
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>>61134352
Exactly… I don’t believe it. Proof that JPM naked shorted silver, or else it didn’t happen
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>>61145940
what exactly are NDFI?
are they a new thing?
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>>61144244
v30fags are going to get softforked or killed by some anonymous btc billonaire, i only MSTR and ETFs but it's clear corefags are being bought by vc pump and dumpers, it will be a nothing burger price wise

>>61144415
what if brics dump the dollar and dump all us debt and go on their own? how can the us keep printing money and buy their own debt and do not cause inflation which may get too high as they have no external bidders and that would end up causing more inflation and then they have to panic cut crashing the market

>Reverse repo they are not buying debt, they are selling yield and in return people give them cash.they do step in to buy their own debt and keep rates low with QE, with reverse repo the goal is to stop real rates from going -2% or more even due to people buying up any yield since inflation is so high and tanking rates while at the same time inflation is going up. Real rates are key
i dont get this at all. any yield you get is someone's else debt unless you are a company generating a surplus of profits that you get paid in the form of a dividend, but in this government context then any yield you get is a debt, and if there is more yield, it just means you cannot sell this at current yield so you have to make the yield go higher so other people buy it to lower it again, and if no one buys it and you are the so called world reserve currency, you buy it yourself and you can only do this if you think you are the world serve currency without blowing up as you said, so when you buy their debt you are hoping it remains the world reserve currency in the future and by the looks of gold's rally im assuming some people may be pricing in that there too
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>>61134040
every goldbug is paranoid all the time, how do I know? takes one to... anyways, nothing ever happens.



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