Both the Fed and the banking system are sitting on a mountain of unrealized bond losses with over $1.2 trillion on the Fed’s SOMA balance sheet and about $400 billion across FDIC insured banks. These are potential stress fractures that could rupture if mishandled. The only thing
The Fed’s balance sheet continues to quietly shrink, but the pace and structure of that contraction tell a more complex story than most headlines suggest. On the surface, the System Open Market Account (SOMA) declined by just over $2.4 billion this week, entirely from a reduction
The Epstein files are not a hoax.
The Speaker adjourned Congress early to avoid the topic, but we will not forget. When the House returns from August recess, I can begin collecting the 218 signatures required to force a vote on binding legislation to release the files.
If you’re an average Joe and buys a stock where your brother is on the board, you’d be in prison.
Ban these government parasites from trading stocks immediately. This is absurdly corrupt.
There's no way in HELL the Fed should consider cutting rates:
-Stock market near ATH
-Home prices at ATH
-Rents near ATH
-Bitcoin ATH
-Gold ATH
-Household net worth at ATH
-4.2% unemployment
-High consumer prices
-Sticker shock everywhere
This country is ADDICTED to low rates
OK. By the time SCOTUS decides if tariffs are legal or illegal, the US will have collected what? A max of $200bn? Let's call it $250bn. That is 0.67% of the National Debt. And it can't pay it back, you say?
Imagine going to your bank manager and telling him you can't afford to
The truth.
I wouldn’t touch any of this PE crap.
Most of the companies they own are crippled with debt and are ran poorly by the managers at these firms that don’t understand the businesses they own.
Foreign Producers Are Not Paying the Tariffs
Now that we are a few months into the tariff surge, we've got enough data that makes it pretty clear that foreign producers aren't cutting their prices in response to the surge in duties.