Category Archives: Debt Bomb

China’s Black Swan Has Arrived… Are You Ready?

The market is a sea of red this morning. The issue at hand is China’s massive Evergrande property developer. The company is effectively insolvent, with over $300 billion in bad loans. Many are calling this “China’s Lehman Moment.” The company’s … Continue reading

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Why a Rising $USD is a Major Issue for the U.S.

The #1 issue for the markets this week is the $USD. The U.S. dollar is strengthening. A strong dollar is not necessarily a bad thing, but it runs completely contrary to the Fed’s stated goal of creating inflation. Following a … Continue reading

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Warning: the Bond Market is Starting to Blow Up Again

The markets are at a crossroads. We’ve had one major rally this week (Monday). We’ve had one major drop this week (Tuesday). The issue is which one was the real deal. Monday could easily have been the result of short-covering … Continue reading

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The US is Running $3 Trillion Deficits Atop a $27 TRILLION Debt Mountain

Joe Biden will be sworn in as the 46th President of the United States today. He is inheriting a US debt mountain of over $27 trillion in debt. Indeed, the US has a Debt to GDP ratio of 130%. By way … Continue reading

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Yes, the Market is in a Bubble. And It May Have Just Burst.

The stock market is in a bubble. Actually, that statement is not 100% correct. SOME stocks are in a massive bubble. Other stocks are not even close. The bubble we are facing today is in large tech stocks. To prove this, I’m … Continue reading

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The 90 Day Debt Holiday is Ending… Now Comes the Bankruptcies

We are now entering the time in which the true structural damage caused by the COVID-19 pandemic will be revealed. Back in April when the economy was on lockdown, it became clear that many large businesses were in serious trouble. I’m specifically … Continue reading

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The Fuse is Now Lit on a $10 Trillion Debt Bomb

We are now entering the time in which the true structural damage caused by the COVID-19 pandemic will be revealed. Back in April when the economy was on lockdown, it became clear that many large businesses were in serious trouble. I’m specifically … Continue reading

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Is the Fed Money Printing/ Stimulus Going to Blow Up the Bond Bubble?

The #1 thing investors need to be thinking about today are “unintended consequences.” Everyone knows that the Fed has flooded the financial system with liquidity. This liquidity, combines with what appears to be a “V” shaped recovery in the economy, is what … Continue reading

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On Negative Oil Prices, Derivatives, and Systemic Risk

Let’s talk about what just happened with Oil prices. Yesterday, Oil dropped to -$40 per barrel. That is not a typo. Oil was priced at NEGATIVE $40. On Friday, it was priced at $27 per barrel. How is this possible? This … Continue reading

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Is Oil the Canary in the Coal Mine for a $640 Trillion Derivatives Disaster?

Let’s talk about what just happened with Oil prices. Yesterday, Oil dropped to -$40 per barrel. That is not a typo. Oil was priced at NEGATIVE $40. On Friday, it was priced at $27 per barrel. How is this possible? This … Continue reading

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The Everything Bubble has burst. The next crisis, the BIG one to which 2008 was the warmup, is fast approaching. During the 2008 crisis, the Fed did three things: Cut interest rates to zero making credit all but free for … Continue reading

Posted on by The Phoenix | Comments Off on The Everything Bubble Has Burst, the Fuse is Now Lit on the $250 TRILLION Debt Bomb

The Everything Bubble has burst. The next crisis, the BIG one to which 2008 was the warmup, is fast approaching. During the 2008 crisis, the Fed did three things: Cut interest rates to zero making credit all but free for … Continue reading

Posted on by The Phoenix | Comments Off on Europe is fast approaching A Systemic Event

Someone or someones are in MAJOR trouble. Back in September 2019, the Fed announced it would begin implementing a number of repurchase “repo” programs. If you’re unfamiliar with repo programs, these are programs through which the Fed allows financial banks/ … Continue reading

Posted on by The Phoenix | Comments Off on If Everything is Fine… Why Are the 8 Largest US Banks Preparing to Access the Fed’s Discount Window?

Someone or someones are in MAJOR trouble. Back in September 2019, the Fed announced it would begin implementing a number of repurchase “repo” programs. If you’re unfamiliar with repo programs, these are programs through which the Fed allows financial banks/ … Continue reading

Posted on by The Phoenix | Comments Off on We Are Now Approaching the “Lehman” Event… Prepare NOW!

The world is facing two crises.  The first, coronavirus, is manufactured, the second, a credit implosion, is very real. The coronavirus panic was 100% made up and manufactured by the media. Globally 100,000 people have been infected and a little … Continue reading

Posted on by The Phoenix | Comments Off on Stocks Cling to Hope, But the Credit Markets Say We’re in a Bear Market…

The world is facing two crises.  The first, coronavirus, is manufactured, the second, a credit implosion, is very real. The coronavirus panic was 100% made up and manufactured by the media. Globally 100,000 people have been infected and a little … Continue reading

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Why is the Head of the NY Fed Talking About NIRP?

As I warned yesterday, the Fed has discovered that: 1)   It is impossible to normalize monetary policy in an Everything Bubble. And… 2)   The Everything Bubble is now bursting. The Fed now has a choice: implement monetary policies even more … Continue reading

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How Bad Are the US’s Finances That the Fed is Talking About Them on Record?

Yesterday, Fed Chair Jerome Powell made a starling admission,  “The U.S. federal government is on an unsustainable fiscal path,” Powell told the Senate Banking Committee, noting that “debt as a percentage of GDP is growing, and now growing sharply… And … Continue reading

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How Wealth Grabs Fit Into the Coming US Debt Crisis

Yesterday, Fed Chair Jerome Powell made a starling admission,  “The U.S. federal government is on an unsustainable fiscal path,” Powell told the Senate Banking Committee, noting that “debt as a percentage of GDP is growing, and now growing sharply… And … Continue reading

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The US Has a Debt to GDP of 105% and It’s Only Going to Get Worse

Yesterday, Fed Chair Jerome Powell made a starling admission,  “The U.S. federal government is on an unsustainable fiscal path,” Powell told the Senate Banking Committee, noting that “debt as a percentage of GDP is growing, and now growing sharply… And … Continue reading

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