OMG: Massive SURGE in Repo Fails + Swap Spreads are Plunging

the problem is with Jeff he has been saying the same thing over and over and over and over and over again for well 3-4 years ( 2021 onwards for sure zero change in his opinion). At what point does timing make you wrong ? I mean if he was trading the guy is bankrupt now 3 times over......... When the market finally does do a a solid correction which it will happen eventually he will be screaming from the tree saying he was right.... yeh but just dooming all day for 3 straight years does not make you right.

So where are you hiding your cheese genius? Tell us that and we'll know if you are serious.

Very very Very interesting

This guy is fuckin paid other side of the trade liquidity bruhs! 😂

OMG. Now imagine what would happen if Jeff took a look at real money, for instance the GOFO (Gold forward rate) and what it's been doing lately.
That sure would be a treat.

This guy is bearish everyday, meanwhile everything is up lol

What about a video on how liquidity crisis actually happens

IT'S THE ENDADAYS... REPENT...

Jeff, I became interested in debt some thirty years ago. So the Eurodollar market and your work play a part in my understanding. That, and the brilliance of Raoul Pal are all part of the puzzle.

As you said the reserve issue didn’t exist pre 2008 because something very significant happened then, for which Raoul has a theory that is being validated as I write.

So could the collateral squeeze, money dealer angst, black hole issues and Raoul’s “Everything Code”, all be connected to the exponential growth in Bitcoin and crypto in general?

To a non academic they all seem connected and validate the slow demise of the old Eurodollar system post Breton Woods, and the appearance of the new.

Just trying to join the dots???

Is it me or have our glorious self appointed “elites” really profoundly and comprehensively screwed up everything? Hubris is a terrible thing especially amongst those who have a wildly overinflated opinion of their abilities. 😢

You can chart markets with statistics and you can hypothesise about its detailed mechanics but ultimately sentiment holds the controls. Just try and forecast sentiment. Loving the new graphical elements.

LONG AND BEARISH

it seems all these financial bloggers are really trying to start megachurches.
all this talk about holy shit, holy crap, and hell is coming have a common theme.

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Oooohlook at dem snaggletoofs!

If everything was fine, would you still be making videos? Would you post a video every week how things are relaxed?

the doomsday channel ... at one point guys you will be right .. one day, it is statically impossible you wont be right one day ...

now its pricing in

Great stuff man

Sounds like limiting counter party risk is the way to go forward
ie: PMs

People can only be mislead about the economy for so long. Everyone knew they were being lied to, but now the lies are so huge they are ruining everything for everyone.
Even the rich, I wager.

You’ve got to be kidding me man

Legitimate question, if swap spreads are dropping so much, why are treasury yields soaring?? Am I understanding the swap spread incorrectly? Seems to be swap spreads turning negative, counter parties are accepting lower fixed rates because they assume rates are dropping in the future.

So WTF ? Whats the sense if there is no hope??? Do you believe there is a God son ? I hope so. Babylon is fallen !!! Come out of her !!! For she was the Golden cup in the hands of the LORD!!! So who's hands are they in now then? WALLSTREET??? Read the book of AMOS and Daniel son. Call on Christ Jesus and Jesus Christ will Save you. 💔✝️❤️‍🩹👍💖✌️

How can repos fail? It's literally a legal way to cone take your stuff. ...are tye repo lots full cause they repoed so much stuff and can't resell it fast enough or something?

More showing of graphs that ALWAYS go down and spinning it like something bad is happening

I didn't understand 2/3 of this but sounds like something really bad is going to happen to the USA/EU economy and to the world, very soon!!!

As usual, nothing is happening. Fascinating that people still watch this absolute cluckbait

Why does this man keep shouting at me?

I appreciate that knowledgeable people such as yourself are willing to share your knowledge and research, which is so much better than anything on the news.

Came for the slob hair due and pajamas

JEFF HAVE YOU THOUGHT ABOUT SHAVING YOUR HEAD?

IS IT A BLACKHOLE OR A BUTTHOLE?

Trump said he will get rid of the fed

MY average equity position has gained over 40% with 1/4 over 120%. My bond portfolio with coupons is down 6+% over past year.

The German economy could definitely be a tipping point, as it has been historically.

Warren Buffett selling T-bills, APPL, BAC and buying convertible preferreds in a systemically important American business - Boeing. Just my best guess.

Thanks Jeff!

"The economic system, which does nothing but dream in its own self-interest, may, in fact, be wondering how to turn most human beings into catfood or soldiers, since so few of them have any higher usefulness. It is time now for somebody somewhere, as I say, come up with a better dream. "
Kurt Vonnegut 1979

Where is Emil ?

Lots of economic trends.
Please explain mor clear about the conseqvens

I have yet to see 1 single thing that youve ever talked about play out in some way that makes money in the market.

Capitalism is approaching a final crisis from which it will not recover.

Comfy in Bitcoin

No, telling the truth can cause panic. Half the state of the economy is a confidence trick.

Congress has borrowed $36 trillion and you are the securitized owner of that debt. You'll see how much you owe as a proportion per tax paying citizen on the US debt clock.

😂 Thank you. That's more data for the black hole in my mind

We're all fucked

Did this have any impact at all in anything?