reSee.it - Related Post Feed
@peruvian_bull - Peruvian Bull
Peruvian Bull Meta Thread: A compilation of all my best work. The central banks are trapped in a black hole of their own design. They will soon be forced to choose which to save- their currencies or the system itself. The Dollar Endgame Thesis. 🧵🔥👇 https://www.youtube.com/watch?v=f0yIATTy0J8
@peruvian_bull - Peruvian Bull
The Federal Reserve has trapped the Treasury beyond the event horizon. The Financial Gravity is now overwhelmingly strong 👇
@peruvian_bull - Peruvian Bull
The United States has become a superpower due to hegemonic influence of the Dollar. However, this can become an existential risk. 👇
@peruvian_bull - Peruvian Bull
The US has weaponized the Dollar to be a secret Excalibur. To punish enemies far and wide. However, this power cannot last forever... 👇
@peruvian_bull - Peruvian Bull
The Federal Reserve has stolen the American Dream. Only the wealthy have benefited. 👇
@peruvian_bull - Peruvian Bull
@peruvian_bull - Peruvian Bull
There's an accelerating withdrawal of money throughout the banking system. The Fed has created a Singularity which is ripping apart the banks. 👇
@peruvian_bull - Peruvian Bull
A new financial crisis is brewing. There is an accelerating withdrawal of money throughout the entire system. The Dying Banks and the Singularity. A Thread 🧵👇
@peruvian_bull - Peruvian Bull
The sanctions against Russia have wounded them. But could this be a bridge to far for the World Reserve Currency? 👇
@peruvian_bull - Peruvian Bull
The Japanese have wandered far into the oceanic depths. Have they finally encountered a monster even the mighty BoJ cannot defeat? 👇
@peruvian_bull - Peruvian Bull
Dissection of SVB's financials just prior to collapse. What if they're not an anomaly?👇
@peruvian_bull - Peruvian Bull
Republicans and Democrats are edging default. If the US actually failed to pay its Treasury bonds, the results would be disastrous 👇
@peruvian_bull - Peruvian Bull
The drums of economic war have begun to beat. The cracks are widening in the dollar based global monetary system ... 👇
@peruvian_bull - Peruvian Bull
The Treasury is accelerating beyond the Event Horizon. The debt issuance is going parabolic. 👇
@peruvian_bull - Peruvian Bull
Argentina is falling apart. Exponential inflation is here 👇
@peruvian_bull - Peruvian Bull
@peruvian_bull - Peruvian Bull
Could the Fed be repeating the same mistakes as the Bank of Amsterdam before the collapse of the Guilder? 👇
@peruvian_bull - Peruvian Bull
Not finance related, but Ayahuasca is a powerful medicine for transformation 👇
@peruvian_bull - Peruvian Bull
Deep in the monetary black hole, hides the Singularity. It could change everything 👇
@peruvian_bull - Peruvian Bull
THE SINGULARITY: There exists a hidden flaw in the monetary system, deep into the Black Hole... that could spell disaster for fiat currencies. A THREAD 👇⚡️ https://substackfwd.xyz/?url=https://dollarendgame.substack.com/p/the-singularity
@peruvian_bull - Peruvian Bull
The Fed has created a Financial Illusion greater than any other. What is left of Economic Reality? 👇 https://t.co/aH5g1QDL2Z
@peruvian_bull - Peruvian Bull
The Simulacrum: what if our financial markets are an illusion- and the abstraction has overtaken reality? The Fed has broken the Financial Matrix. A THREAD 🧵🔥👇 https://t.co/nSVDmtEHra
@peruvian_bull - Peruvian Bull
The financial system is not some monolith upon which all transactions are made. It's far more complex (and interesting) 👇⚡️ https://t.co/39rFFnHmIW
@peruvian_bull - Peruvian Bull
Layered Money The financial system doesn't work how you think it does. A THREAD 🧵👇⚡️
@peruvian_bull - Peruvian Bull
The SEC's incompetence is staggering. Are they complicit in the financial crimes of the people they regulate? 👇 https://t.co/ds7xMKoa0l
@peruvian_bull - Peruvian Bull
The SEC is a criminal organization. The true story of their epic failure to prosecute the largest fraud of all time: Bernie Madoff. A Thread 🧵⚡️👇
@peruvian_bull - Peruvian Bull
There is a movement to direct register the float of an entire company. Barely anyone in the financial world knows about this 👇 https://t.co/m3yOY5OMz0
@peruvian_bull - Peruvian Bull
PowerPoint on Gamestop and DRS- A THREAD 👇🧵⚡️ (1/31) https://t.co/s7dViDTEXw
@peruvian_bull - Peruvian Bull
Did the Saudis make a secret deal selling oil for gold? ANOTHER revealed this controversial theory in 1997-could it still be in place?
@peruvian_bull - Peruvian Bull
ANOTHER: The controversial anon blogger in 1997 who revealed an astounding gold-for-oil deal hidden in the markets that shaped geopolitics for the last few decades. A THREAD 🧵⚡️👇
@peruvian_bull - Peruvian Bull
$GME almost broke the financial system, until they panicked and turned off the buy button. Dive in 👇🤯 https://t.co/9WKlENasN5
@peruvian_bull - Peruvian Bull
3 YEARS AGO TODAY, JAN 28th 2021: Price was going parabolic, and then Robinhood turned off the BUY BUTTON on $GME. What was revealed would shock the financial world- and the story still isn't over! A THREAD 🧵🔥👇 https://t.co/47rH6RoFVV
@peruvian_bull - Peruvian Bull
China's deflationary crisis has been spreading to equities, and authorities will utilize the inevitable liquidity injections to save the day. Are things going from bad to worse for the Asian behemoth? 👇⚡️ https://t.co/K5BV3vXg3K
@peruvian_bull - Peruvian Bull
Crisis in Shanghai: Stock markets are getting hit hard in China, indicative of a vicious deleveraging cycle. CPI print was NEGATIVE again in December. What will they do to stem the bleeding? A THREAD 🧵👇⚡️ https://t.co/CwI10QJXgA
@peruvian_bull - Peruvian Bull
Was $GME on the way to being cellar-boxed by malicious market makers before January 2021? Their playbook for bankrupting companies 👇 https://t.co/y3ug9i83kE
@peruvian_bull - Peruvian Bull
CELLAR BOXING: A post made in March 2004 laying out the entire naked shorting scam- how Market Makers profit from destroying companies. This is how they steal your wealth! $GME $AMC $MMTLP A THREAD 🧵🔥👇
@peruvian_bull - Peruvian Bull
The Chinese shadow banks are falling like dominoes. Are their real estate woes big enough to bring China down? 👇 https://t.co/0A4ToXZURK
@peruvian_bull - Peruvian Bull
China Crumbles: Xi's economic miracle is running into serious problems. Now the property market contagion is spreading to the shadow banking sector, and authorities are panicking on what to do. A THREAD: 🧵👇🔥 https://t.co/wNT8lKPnVC
@peruvian_bull - Peruvian Bull
Regional banks are heavily exposed to the commercial property market. Is the downturn just beginning? 👇 https://t.co/bwU10M7CHd
@peruvian_bull - Peruvian Bull
Shades of 2008? Warning signs are brewing in the commercial property market, and contagion is already beginning to spread to Europe. Are we seeing the CRE version of the Financial Crisis? A THREAD 🧵🔥👇
@peruvian_bull - Peruvian Bull
The Bank of Japan is stuck beyond the Event Horizon. The recent rate hike only confirms it 👇 https://t.co/3pjudSCKJV
@peruvian_bull - Peruvian Bull
The BoJ is Trapped: The Bank of Japan just raised rates for the first time since 2007. Is Ueda sleepwalking into a currency crisis? A THREAD 🧵👇⚡️
@peruvian_bull - Peruvian Bull
The arguments for infinite liquidity are nonsensical. Don't believe the dogma that unlimited naked shorting and excessive derivatives are positive outcomes for markets 👇 https://t.co/0u9KqOnEME
@peruvian_bull - Peruvian Bull
Gold's recent rip could be a sign that decades of Western manipulation of bullion is finally coming to an end. But is this rally an omen of something far worse happening in global macro? ⚡️👇 https://t.co/p9JY4DnAKt
@peruvian_bull - Peruvian Bull
The Gold Endgame Begins: Gold is ripping to new all-time highs, and China could be behind the move. Is the Western gold market manipulation finally reaching its finale? A THREAD 🧵👇🔥 https://t.co/MpZ6a9ZysN
@peruvian_bull - Peruvian Bull
Unemployment, Payrolls, and CPI all have problems. And the quality of the data seems to be getting worse 👇 https://t.co/DZthbyrl2E
@peruvian_bull - Peruvian Bull
The Potemkin Economy: More and more news reports come out concerning the booming economy- but underneath the surface, things are not as they seem. Can we even trust the veracity of the data anymore? A THREAD 👇⚡️🧵
@peruvian_bull - Peruvian Bull
A stellar Twitter Spaces on the Japanese Yen Crisis with informative rants from @acrossthespread and @DarioCpx Probably the best spaces we've ever done 👇👇 https://t.co/3wXhHNEcGv
@peruvian_bull - Peruvian Bull
@acrossthespread @DarioCpx Japan is currently trying to ride both sides of the impossible trilemma, and their currency is blowing out. Another step in the Dollar Endgame 👇👇👇
@peruvian_bull - Peruvian Bull
Tokyo Drifting Into A Currency Crisis The Bank of Japan intervened twice last week as JPY crossed the redline set in September 2022. What lies in store for the Japanese Yen? A THREAD 🧵👇🔥 https://t.co/qbNkGaqM0W
@KeaweWong - Keawe Wong 凯王
100-year-old Henny Kissinger went to China for what reason? It's not about US debt, not about the trade war, not even about Taiwan. In this thread, we find out what Kissinger and Xi discussed behind closed doors, something that will affect us all. #1/10
@KeaweWong - Keawe Wong 凯王
The biggest threat to the world is not China, but $31.4 trillion US debt. US bonds price will crash inevitably and nuke many countries' economies. Hundreds of millions of jobs and trillions of dollars in pensions will disappear. Why wouldn't Kissinger ask China to help? #2/10
@KeaweWong - Keawe Wong 凯王
When Xi Jinping started his 1st term, he was advised that the Chinese economy couldn't withstand the US bonds crash. China's deleveraging campaign was launched in 2013. It sent the two largest real estate developers to bankruptcy in 2021. Did Xi make a deadly mistake? #3/10
@KeaweWong - Keawe Wong 凯王
During my first visit in 2018, everyone in China was in a state of euphoria. Businesses borrowed like crazy to expand. Housing prices were sky-high. Jack Ma was further expanding his empire by giving young Chinese free loans. It was a disaster waiting to happen. #4/10
@KeaweWong - Keawe Wong 凯王
By popping its own financial and real estate bubbles, in a controlled manner, the Chinese government defused an economic time bomb. But Western experts say Xi is driving China into the brink of collapse, right? #5/10
@KeaweWong - Keawe Wong 凯王
I went shopping for a new condo last week. My agent told me that, yes, local govts had to step in and fund most unfinished building projects. And things weren't great for the last 3 years. But she's busy again. Home buyers are taking advantage of lower housing prices. #6/10
@KeaweWong - Keawe Wong 凯王
Here's a gorgeous 100 square meters condo with 3 bedrooms and 2 bathrooms for 1.6 million RMB. But I digress. Back to Kissenger. $7/10
@KeaweWong - Keawe Wong 凯王
If a 100-year-old man is going to go on a plane for 14 hours, he'll need a medical team along with him. Kissenger jeopardized his health to travel to China for what reason? It's got to be something about his own legacy. #8/10
@KeaweWong - Keawe Wong 凯王
China has spent the past decade insulating itself from the inevitable US bonds crash. It won't be as enthusiastic about saving the US as in 2008. The US economy is near its end. The only exit is war. Kissinger travelled to Beijing to discuss the possibility of war. #9/10
@KeaweWong - Keawe Wong 凯王
Kissinger's trip to Beijing has only one purpose – to discuss how to minimize damage when (not if) a war breaks out between China and the US. I hate being so doom and gloom. But here is a Chinese phrase – 危机 Whenever danger lurks, opportunity awaits. #10
@KeaweWong - Keawe Wong 凯王
@alfonsomujicajr Thanks for reading it 🙏
@BaldingsWorld - Engagement Director Balding 大老板
Twitter China Galaxy Brains continue to churn out hot takes and think pieces wondering why Communists won't suddenly go free market and why Beijing won't make it rain. I've pointed out their broke and communist. Now let's make it interesting and include Evergrande financials 1/n
@BaldingsWorld - Engagement Director Balding 大老板
As noted, Evergrande has 1.7 TRILLION RMB in current liabilities and 9 BILLION in cash on hand. If you don't have a Harvard MBA able to decipher such complex data: that's bad. This is like having $100k in the bank and a $2 million balance on the over due credit card 2/n
@BaldingsWorld - Engagement Director Balding 大老板
Evergrande assets are of course in unsold apartments but let's focus for now on a tale of the tape to provide some framework for these numbers and how it impacts the larger question of macro policy and China not having money. By ANY banking standard, Evergrande is COMPLETELY 3/n
@BaldingsWorld - Engagement Director Balding 大老板
Insolvent and these loans need to be written down to basically 0. This impacts bank liquidity because loans aren't being repaid. With me so far? So now let's get into the good part. China has not begun to grapple with Evergrande and developer bad debts and what this means 4/n
@BaldingsWorld - Engagement Director Balding 大老板
How do we know? According to official Chinese statistics, the TOTAL non-performing loan stock was under 3 TRILLION RMB at the end of 2022. Let's assume this is true: Evergrande is nearly 60% of all NPLs in ALL of China. We know that isn't true 5/n https://www.statista.com/statistics/1171742/china-non-performing-loan-stock/
@BaldingsWorld - Engagement Director Balding 大老板
Let's frame this another way. ICBC is the biggest bank in the world with more than $5 trillion USD in assets. Their capital base amounts to 4.3 trillion RMB. For simple thought exercise purpose, if Evergrande debt was written down to 0... 6/n https://v.icbc.com.cn/userfiles/Resources/ICBCLTD/download/2023/2022CapitalAdequacyReport20230508.pdf
@BaldingsWorld - Engagement Director Balding 大老板
As it should be, this would swallow 40% of ICBC total capital base. It would eliminate 50% of their Tier 1 capital. This would essentially wipe out the largest bank in the world. Let me emphasize, while I am sure that ICBC has some business dealings with Evergrande 7/n
@BaldingsWorld - Engagement Director Balding 大老板
I do not know their full exposure to Evergrande and am ONLY using this as a simple example. So ONE Chinese developer can effectively wipe out the largest bank in the world. So let's hit what this means for the macro points. First, the banking statistics on things like NPL's 8/n
@BaldingsWorld - Engagement Director Balding 大老板
Are complete and utter garbage. Even years ago, Chinese banking analysts were estimating the true NPL ratio at upwards of 10%. At this point, that would likely be too conservative. Second, the banks do not have capital, they do not have liquidity, they are effectively broke 9/n
@BaldingsWorld - Engagement Director Balding 大老板
It isn't just demand what capital. Cash restrictions by banks are popping up more and more and we know small mid-size banks are broke. They aren't getting repaid and don't have the capital. Third, this is why Beijing isn't engaging in stimulus. Forget what it would go to 10/n https://t.co/06AOWk2R1V
@BaldingsWorld - Engagement Director Balding 大老板
Or how it would be used: if you want to argue Beijing should engage in material stimulus (i.e. not increasing from 5% to 7% spending growth) where is this money coming from? Banks got nothing. International investors don't have that amount of capital or interest 11/n
@BaldingsWorld - Engagement Director Balding 大老板
So where is this money coming from? Where? 12/n https://t.co/A60Smd5fas
@BaldingsWorld - Engagement Director Balding 大老板
So when you hear that "Beijing just needs to do X" to return things to normal understand the individual events you hear about and how this impacts the macro-BS you are being sold.
@litecoin_bull - Łitecoin Bull | The News Before The News!
dear @ROYALMRBADNEWS remember banks tweets on twitter 1.0 and here is the Evergrande share price. Evergrande stock price has now gone from From $29 dollars to 0.29 cents. Down 98% Banks are screwed. Boom!
@CoingraphNews - Coingraph | News
🚨 IMPORTANT: A financial "bomb" just detonated in China. Everyone in the crypto space needs to know this now. A thread 🧵
@CoingraphNews - Coingraph | News
1/ A banking panic has recently erupted in China. Frightened depositors are storming the Guangzhou Bank and this is just the beginning. Since last week, a wave of panic has swept across the country's banking system. Branches of the Guangzhou Bank overflow. https://t.co/vvtEikkftY
@CoingraphNews - Coingraph | News
2/ Numerous videos have surfaced on the internet showing depositors standing in long queues at various bank branches to withdraw their money. The banking panic is now spreading beyond China to Japan, Australia, Canada, the United States, and other countries worldwide. https://t.co/RLxcO4okPa
@CoingraphNews - Coingraph | News
3/ This is happening while everyone is distracted by another war. This fundamental shift towards digital currencies goes unnoticed. Right now, there is serious and man-made pressure on regional banks by central banks. https://t.co/ll8jWqwCET
@CoingraphNews - Coingraph | News
4/ As previously mentioned in the thread about central bank reports: - We predict a wave of defaults. - They will hit small, regional, and even large banks at a scale unprecedented. Even Lehman Brothers' 2008 scenario could seem like a children's story in comparison. https://t.co/jBqwai9k5x
@CoingraphNews - Coingraph | News
5/ In this thread, we will delve into the precise details of what is happening. We will also analyze a video recording of the FDIC (Federal Deposit Insurance Corporation) discussing the imminent bank debacle and the information they aim to withhold from the public. https://t.co/nd3YqkEfrR
@CoingraphNews - Coingraph | News
6/ Another Chinese bank, Zhangzhou, is experiencing a banking panic as hundreds and thousands of depositors rush to its branch to withdraw money due to concerns that the Evergrande collapse has made this bank insolvent. https://t.co/qJ1jYpo9KQ
@CoingraphNews - Coingraph | News
7/ Creditors showcased a photograph featuring a massive pile of cash in an attempt to reassure individuals. But, this didn't help. Evergrande, the largest residential real estate operator in China, has debts amounting to $340 billion.Evergrande is much more than just 🇨🇳 banks. https://t.co/jtSSZZgy6o
@CoingraphNews - Coingraph | News
8/ It has numerous connections not only in China but also, for example, in America. Many financial institutions and major organizations are linked to it. We could face a situation where Evergrande might unleash a very dangerous virus into this chain. https://t.co/eoLp0eJpKT
@CoingraphNews - Coingraph | News
9/ Evergrande also represents 1.6 million unfinished and unoccupied apartments. Five million people have already suffered because of this. Another Chinese property developer, Country Garden, warns that it may default on its debts, and at the moment, it has $200 billion in debts. https://t.co/b5FcA0FdN1
@CoingraphNews - Coingraph | News
10/ It has already missed payments on some dollar-denominated bonds last month. And this week marks the end of the thirty-day grace period for making payments. https://t.co/35f4ZJEva6
@CoingraphNews - Coingraph | News
11/ Look at this - the Chinese real estate market has fallen by 82% since May 2021. What did China do? It reduced interest rates on mortgage loans by $6 trillion to prevent this crash. So far, it hasn't helped. It seems impossible to stop what is coming. https://t.co/ZHCqMlppB9
@CoingraphNews - Coingraph | News
12/ And these are just Chinese news from the last few days. They are promoting the Central Bank Digital Currency (CBDC), pushing the digital yuan. Chinese regulators eagerly support this policy for CBDC, and things get even more interesting. https://t.co/ClR90Ne7O2
@CoingraphNews - Coingraph | News
13/ Here's what's happening in Canada. Every fifth borrower is forced to extend their mortgage within the next year. https://t.co/FoZTPU1bFL
@CoingraphNews - Coingraph | News
14/ A homeowner on Twitter reports that his previous interest rate has increased from 2.6% to 6%. And he adds, quote: "I don't know how people can afford to live in G7 countries." https://t.co/jaBHy5wyVg
@CoingraphNews - Coingraph | News
15/ According to the CEO of Wowa Leads - at least 75,000 borrowers are already receiving letters with revised and much higher interest rates as the mortgage renewal deadline approaches. https://t.co/vUpMstPPYI
@CoingraphNews - Coingraph | News
16/ He also suggests that the surge in bond yields could add about six hundred dollars to monthly payments. Who can afford that? Two out of three Americans, two out of three Canadians, don't even have $400 in the bank. https://t.co/Keqy8PO8Ni
@CoingraphNews - Coingraph | News
17/ How are they going to pay an extra $600 per month? They can't. We will see a major crisis in the Canadian real estate market. And while this is happening, here's what's interesting: just like in China, there is propaganda preparation for the population for digital currency. https://t.co/Ng9gZZm4lA
@CoingraphNews - Coingraph | News
18/ The Bank of Canada says that CBDC can overcome inclusion problems, and in general, digital currency is so good that it solves all problems at once. https://t.co/isXykkOrvn
@CoingraphNews - Coingraph | News
19/ In Australia, it's more of the same. Every fifth borrower is in a deep debt pit. The Reserve Bank of Australia echoes the sentiment, stating that Central Bank Digital Currency (CBDC) is the future of money. Depositors' savings need to be tokenized. https://t.co/LGO5x3F625
@CoingraphNews - Coingraph | News
20/ Overall, the real estate market worldwide is approaching a stage of significant problems. It will be a global crisis that nobody is paying attention to right now because everyone is focused on the war. https://t.co/SCqMIX9AK6
@CoingraphNews - Coingraph | News
21/ But what happened, for example, in Japan? On October 9, the largest failure occurred in the Japanese banking system, freezing 1.4 million transfers. This is not an amount of $1.4 million, but 1.4 million individual transfers that got stuck in the system due to the failure. https://t.co/HLqOu9yZkS
@CoingraphNews - Coingraph | News
22/ The glitch affected 11 banks, including JP Morgan Chase Bank, incidentally. Now, Japanese banks are launching a central bank digital currency backed by bank deposits—meaning customers' money. Also, Japanese companies will tailor it to environmental and clean energy standards. https://t.co/eOWJq7h9V4
@CoingraphNews - Coingraph | News
23/ Interestingly, deposits will be tokenized. Remember how CITI Bank tokenized customer deposits? JP Morgan is also preparing for this. Now entire countries, like Australia and Japan, are extolling the benefits of deposit tokenization. Just look at all of this. https://t.co/JYB9tPpUBV
@CoingraphNews - Coingraph | News
24/ And here's what's happening in the United States. We've already mentioned that banks have unrealized losses on bonds of $600 bil. However, the total amount of unrealized losses is $2.2 trillion. Only $1.5 trillion in commercial real estate needs refinancing in the next year https://t.co/J10x2hkB6L
@CoingraphNews - Coingraph | News
25/ By 2027, this figure rises to $2.7 trillion. In other words, 10% of the entire commercial real estate market in America needs refinancing. Every commercial building in America must undergo underwriting in a bank to get a new loan. https://t.co/VjUaQ7yNcC
@CoingraphNews - Coingraph | News
26/ But most of them won't meet the requirements due to what is happening in the economy and the tightening of credit conditions we've talked about. And when talking about commercial real estate, it's not just office buildings. https://t.co/kzTwHjfujf
@CoingraphNews - Coingraph | News
27/ It includes multi-family homes, industrial properties—everything considered commercial. You understand how significant the problem we are facing is? It's enormous. But they know this. And it's the perfect scapegoat for them. https://t.co/DyEZuqzFT5
@CoingraphNews - Coingraph | News
28/ The International Monetary Fund (IMF) says that weak banks may face difficulties in an economic downturn. So, how many banks are at risk? https://t.co/UDBzXBaG3s
@CoingraphNews - Coingraph | News
29/Perhaps it's just Silicon Valley, Bank First Republic, Bank of California, and other small regional banks that don't really affect most people? No. Here's what they say: about 5% of banks worldwide are at risk if central bank interest rates remain at their current high levels. https://t.co/Lf1eOpFAdM
@CoingraphNews - Coingraph | News
30/ And here's what Jerome Powell from the Federal Reserve said on September 20—interest rates must remain high for longer. What will happen if rates stay higher for even longer? Another 30% of banks, including the world's largest banks, will be at risk. https://t.co/A47ud37xD1
@CoingraphNews - Coingraph | News
31/ So, 30% of banks worldwide, not just in the United States but globally, will be vulnerable if the economy experiences low growth rates and inflation remains high. In other words, we will be in a stagflation process. https://t.co/5qDC4TO8Sw
@CoingraphNews - Coingraph | News
32/ You can see for yourself what's happening with energy prices right now, what's happening in Israel, the risks posed by Iran and oil. This leads to high energy prices, and they are already preparing for it. https://t.co/54YbTYyfoy
@CoingraphNews - Coingraph | News
33/ Many Republicans have invested significant money in oil and energy companies, so they say that 30% of banks may face difficulties because of this. A harsh but plausible scenario. https://t.co/io6zfVq8gZ
@CoingraphNews - Coingraph | News
34/ Think about it: consumers are approaching winter by withdrawing deposits from banks at a record rate. They are even taking money from 401K pension plans, although there's a penalty for that. They are willing to pay these penalties just to retrieve something. https://t.co/BsAq5Fur0R
@CoingraphNews - Coingraph | News
35/ In America, for example, the repayment deadline for student loans for 43 million people came on October 1, and we see $1.1 trillion in credit card debt with high interest rates. https://t.co/Fv3gWciVNz
@CoingraphNews - Coingraph | News
36/ People continue to deplete their savings, their deposits, even their pension plans. This means losses for banks, and they will continue to incur much larger losses. https://t.co/t9qlZq55c2
@CoingraphNews - Coingraph | News
37/ And now, pay attention to the video from the meeting of the Federal Deposit Insurance Corporation (FDIC). After watching it, everything becomes clear. This is indeed important. https://t.co/QBecdubDDR
@CoingraphNews - Coingraph | News
38/ They say, it's important for people to understand that their deposits are insured, but openly sharing this information with the general public might lead to unintended consequences, causing panic and concerns about banks. https://t.co/1bGXoFcmL0
@CoingraphNews - Coingraph | News
39/ Selected individuals can find ways to understand the complexities of banking, and legal firms are available to explain these matters. However, caution is advised about openly sharing too much information with the broader public to avoid unintended consequences. https://t.co/ptSSt0bAZ3
@CoingraphNews - Coingraph | News
40/ Do you see what's happening? But here's the scenario we consider likely. We think we might see a wave of bank bankruptcies worldwide—USA, Australia, Japan, China, Europe, and so on. https://t.co/J5PZSgJpL5
@CoingraphNews - Coingraph | News
41/ After that, consumers will find themselves in a situation where they'll ask: What should we do? How to save ourselves? And then they'll be told: Here's an account in the Central Bank. No need to worry about liquidity problems or bank bankruptcies anymore. https://t.co/RfaEh9qp3K
@CoingraphNews - Coingraph | News
42/ Everything will be stored in the Central Bank. And people will rejoice—finally, peace and security. And then, before you know it, the money stored in the Central Bank will be tokenized. They will turn into digital currency. https://t.co/paLNBpACtr
@CoingraphNews - Coingraph | News
43/ And they'll tell us that it's environmentally better, faster, cheaper, or has fewer expenses, and so on. And people will agree with this. The only question is how much time it will take. https://t.co/b5hdxN7uRW
@CoingraphNews - Coingraph | News
44/ Lastly, pay attention to this headline. Biden is essentially declaring war on those banks for hidden fees. Why do we need these banks? https://t.co/hjL6Sl1O52
@CoingraphNews - Coingraph | News
45/ The government and Central Bank believe we only need tokenized deposits and the Central Bank's digital currency. https://t.co/QfE1F4vWeG
@CoingraphNews - Coingraph | News
46/ But we strongly believe in being our own bank, and Bitcoin has provided us with that empowering opportunity. https://t.co/xEuzGzncoq
@GorillaMeat1 - Gorilla_Meat
@KoreanPersuasi1 @simonsdev @pirateportfo So how are things over there in China? Any poorly constructed buildings collapse lately? https://t.co/2VzfKcpi3X
@NFSC_HAGnews - NFSC_HAGnews
The real estate of the CCP and economic disaster was a legal looting of the world. 🔔Countries such as Australia and the United Kingdom that were colluding with the CCP would have unimaginable financial disasters. 😨The CCP has been ravaging these countries for a long time. https://t.co/P5vJ8DNT2s
@NFSCSpeak - NFSC Speaks
The world economy's "Cold Snap" is here, the failure of Masayoshi Son, SoftBank Group, is because he trusted the Chinese Communist Party's promise to him, which once again proved "Follow the CCP, you will perish." There is no other possibilities. https://t.co/vFD0cY3d5H
@BossBlunts1 - The Butcher of Wall Street Marcel Kalinovic
CHINA'S 2ND LARGEST REAL ESTATE DEVELOPER #EVERGRANDE FACES DISSOLUTION IN BANKRUPTCY COURT TOMORROW, DECEMBER 4TH‼️ GLOBAL BANKS HOLD NEARLY $1 TRILLION IN #BONDS AND LOANS OF EVERGRANDE R.E. COMPANY AND THEIR FAILED ELECTRIC VEHICLES DIVISION. IF BONDHOLDERS ON DEC 4TH DONT ACCEPT EG'S POOR SOLUTION OF TAKING EQUITY IN THE INSOLVENT COMPANY, EVERGRANDE WILL BE FORMALLY DISSOLVED AND ALL REMAINING ASSETS OF THE HEAVILY INDEBTED RE DEVELOPER WILL BE SOLD OFF EN MASSE LEAVING AS LITTLE AS 0% TO 5% REPAYMENT TO DEBTORS😆 🤣 JUST FKING DIE ALREADY YOU PONZI SCHEME POS COMPANY‼️ FOR THOSE UNAWARE, EG ONLY REMAINED SOLVENT DUE TO THE LITERAL PONZI IN WHICH MORE NEW INVESTORS WOULD NEED TO BUY APARTMENTS FROM THEM IN ORDER TO FUND THOSE THAT HAD ALREADY BEEN ORDERED AND PAID FOR IN THE PAST. THIS HAS ALREADY COLLAPSED, AND NO CHINESE PERSON IS STUPID ENOUGH TO INVEST ANOTHER #RMB INTO THEIR SCAM. #ISDA BANKS WILL BE FORCED TO WRITE OFF NEARLY $1 TRILLION IN LOSSES FROM THAT 1 DEVELOPER ALONE, SHOULD THIS OCCUR. #AMC #GME #VIX #UVXY #SPY #TSLA #MINERS #GOLD #SILVER #METALS
@BossBlunts1 - The Butcher of Wall Street Marcel Kalinovic
🚨BREAKING NEWS🚨 1. China reduces capital gains tax on stock trading by 50% to prevent market collapse. 2. Evergrande down 87% on first day of resuming trading. 3. Chinese government orders state banks & funds to buy stocks to boost failing markets. 4. Global banks and crypto exchanges like Tether hold massive numbers of Evergrande bonds as ISDA contract collateral at the original historical value. 5. Evergrande filed chapter 15 bankruptcy protection to prevent international banks from pursuing repayment of nearly $1 TRILLION in losses. 6. Upon bankruptcy case completion whenever that may be, these bonds & commercial notes will become 100% worthless, no longer allowing ISDA members (the world's largest banks and funds) to use them as collateral. 7. They can't sell the bonds because no fund is willing to buy them. 8. Margin calls across heavily shorted asset classes are highly likely. #amc #silver #gold #hymc #pslv #creditdefaultswaps #CDOs #meme #stocks #metals 9. Blue chips, real estate, and crypto highly likely to collapse to fund their need for collateral. 10. This is not financial advice, just educational information. Do your own due diligence. Follow me @bossblunts1 for more, and my upcoming stock brokerage firm @LitXchangeLLC as we bring you the first ever stock broker for retail, by retail in the coming months ‼️ Sign up here to become a beta tester & LET'S GET LIT🔥http://litxchange.com #FuckDarkpools
@DarioCpx - JustDario 🏊♂️
#JustDarioDaily 🚨 2024 - THE YEAR WHEN THE "HIDE TILL MATURITY" TRICK HITS THE MATURITY WALL AND BREAKS? 🤷🏻♂️ 🚨 During 2023, we have discussed so often how (ridiculously insolvent) banks have made extensive use of "Hold To Maturity" accounting to the point that it is now more appropriate to rename it "Hide Till Maturity" (https://x.com/dariocpx/status/1728786228211015966?s=46&t=Hz7-qku8ZNVPw6L9nBJOZA). Dump any asset with a market value implying a steep loss in the HTM books, and the loss is "gone". However, this trick has two significant weaknesses: 1 - If you are forced to sell the underwater assets in HTM books before maturity, then the loss turns from "paper" into "real". 2 - If the asset matures, hence ceases to be eligible for HTM accounting, and the principal isn't repaid in full, then the paper loss becomes a real one again. In 2023, the FED took care of the first weakness with the #BTFP (non-bailout 😉) that effectively allowed banks in liquidity crisis to borrow against the nominal value of their US Treasuries rather than the market one, dodging a forced selling that would have likely triggered a domino of regional bank bankruptcies. As I explained in a post almost 3 months ago (https://x.com/dariocpx/status/1714455707003830741?s=46&t=Hz7-qku8ZNVPw6L9nBJOZA), big banks too are benefiting from the #BTFP, which is why the only scenario in which this program isn't extended this coming March is the one where the #FED led by Jerome Burns goes totally out of its mind. 🙄 The second weakness, greatly ignored by #FOMO #stocks investors, not only is about to become a major issue but is also a problem that the #FED and other Central Banks cannot tackle, avoiding the "bailout" shame. Good luck putting together another official financial system bailout in a big election year, not only in the #US but also in other G7 countries like #Japan and the #UK. ⚠️ BEWARE - #FED CUTTING RATES DOESN'T FIX A BORROWER'S INSOLVENCY PROBLEM BECAUSE ITS PROBLEM IS NOT THE COST OF *FUTURE* DEBT BUT THE DEBT *ALREADY* ACCUMULATED. In 2024, you will have the US Treasury Department competing in the open market to raise Trillions of $USD (https://x.com/dariocpx/status/1723825931503194398?s=46&t=Hz7-qku8ZNVPw6L9nBJOZA), at the same time when 5+ Trillion $USD [Picture 1] of private corporate debt (bond + loans) matures, and, as if this wasn't already enough, a lot of this private debt is going to be impossible to refinance because no one wants to be that last bag holder of a zombie company without the guarantee of a publicly sponsored TARP-like bailout fund. Simplifying all in a sentence: the "hide till maturity" trick is about to hit the (debt) maturity wall, literally speaking. 🫣 Which sector is the one likely to implode first? Commercial Real Estate. The National Bureau of Economic Research estimates just released in December [Picture 2] portray a situation beyond horrible and now hard to ignore for Banks like they did before (post in quote below). According to the NBER, 14.3% of CRE loans are in NEGATIVE EQUITY status. Many of the remaining ones are expected to face cash flow and refinancing issues due to the high Loan-To-Value in place (average 80%) and almost double debt costs in the current interest rate environment. At ~14% default rate, US banks already face more than 100bn$ of losses according to the NBER [Picture 3]. How to solve the issue then if #Fed rate cuts are useless here? The NBER suggests: "A near-term solution could consider a market-based recapitalization of the U.S. banking system" [Picture 4]. Translated: BANKS NEED A BAILOUT 🙄 We know that CRE is only the tip of the iceberg of the financial system problems. Credit Cards debt, buy now pay later consumer loans, student debt, and on and on. The list is pretty long, and none of these issues can be fixed with either a rate cut or money printing because capital is all that matters to sustain credit losses and avoid insolvency materializing into bankruptcy. Perhaps 2024 will be another irrationally exuberant #bullish year for #stocks, but once the party ends, because for sure it will, the “debt hangover” this time around will be brutal.
@DarioCpx - JustDario 🏊♂️
⚠️The great paradox of CRE lending: while owners are freaking out, banks are chilling 🫣 Q2 US bank earnings reported so far paint such a rosy picture of CRE loan risk. Yes, they admit there will be an uptick in losses (maybe), but banks barely show any concern. So why are CRE landlords panicking, not being shy with the press, describing the situation as "apocalyptic" or "a Cat 5 Hurricane"? 🤔 This is how the BIS, the "central bank of central banks," defines CRE loan risk: "the prospects for servicing the loan materially depend on the cash flows generated by the property securing the loan rather than on the underlying capacity of the borrower to service the debt from other sources." According to this (flawed) metric, as long as the property has enough tenants to cover the interests, then the loan wouldn't be considered problematic. This valuation approach applies to "Close-end residential loans" (CERL) where the borrower is typically a corporate landlord that rents the properties. Hence, these assets are as well materially dependent on the ability of these to generate enough income to cover interests. Here is the mind-blowing fact: despite what happened in 2008, banks still need to appraise the principal value of real estate collateral only if they are the principal occupant of the property. 🙄 Remember what triggered the 2008 GFC? Yes, interest-only loans... 🤯 So when will CRE ($2.9T) and CERL ($2.3T) start to be a problem for US banks? Most of these loans are "non-recurring," meaning the landlord can hand over the keys to the lender and walk away. While, as of now, CERL properties' vacancy rates are still at historical average ( $BREIT investors can take a sigh of relief), CRE vacancy rates are increasing fast and currently at 18.6%, a level seen last time during the CRE glut of the early '90s. This is an aggregated number, though. If we split it into Cat A, Cat B, and Cat C CRE office buildings, according to CRE office landlords, the vacancy for the last two categories is already at 50% and 70% in some prime locations like NYC, LA, and SF, with many Cat C buildings already completely empty, badly in need of heavy renovations, and practically worthless. Then it shouldn't come as a surprise that big landlords like Brookfield and Starwood started to default on their CRE loans and hand over the properties to banks. Why are CRE landlords so catastrophic? Because the trend is spreading to Cat A buildings with sub-lease availability climbing fast, signaling tenants' intention to downsize as soon as their agreements expire (unless they walk away earlier than that). Accounting for the current sublease rates reported by CBRE, the real vacancy rate of CRE is already beyond 25% in aggregate 😳 When the banks get hold of a property, they need to start assessing its "value," but again here no problem on the surface since prices are holding up pretty well... in aggregate! What about Cat B and Cat C? The latest transactions reported a drop in prices already up to 35% in the first category and up to 60% for the second one 🥶 during the GFC, CRE property prices declined ~30% at the bottom of the crisis... now the crisis didn't even start! ⚠️ Considering the average LTV for a CRE loan is ~75%, banks are already "losing" on their principal, and this is only the beginning 🥵 It's impossible to make forecasts at this stage, but banks (and regulators) are dangerously ignoring the risk banks will end up holding a huge amount of Cat B and Cat C worthless CRE. Isn't this what's exactly happening in China? Look at how things are going there, with even state-backed developers defaulting on their debt (#Wanda and #Greenland), and #stocks already trading at the same levels as during the GFC 🚨 Add to this banks' mounting liquidity problems, with FHLB advances already at ATH beyond GFC levels and an ongoing deposits hemorrhage, and you have the perfect setup for the mother of all banking crises. 🤯 Suggested read: https://nymag.com/press/2023/07/the-panic-and-pivot-of-manhattans-office-megalandlords.html
@JackStr42679640 - Jack Straw
OMG - It's crucial to understand that UBS, HSBC banks, and BlackRock are the primary purchasers of Evergrande's debt. This situation is alarming because a seemingly small issue could trigger a much larger and devastating financial crisis, akin to a small snowball causing a massive avalanche.
@NFSC_HAGnews - NFSC_HAGnews
🇨🇳 China's economy is relies entirely on propaganda. 🔥China's economy is in total collapse and foreign capital flight is becoming severe. The CCP began to steal the wealth of private enterprises. ⚠️If the CCP doesn't rob you today, but sooner or later it will. 🔔Wake Up!! https://t.co/wCgGRKgNcw
@NFSC_HAGnews - NFSC_HAGnews
Congressman Mr. Luetkemeyer: The CCP will engulf us at some point. 🔥We must minimize our investment in China and find a way to decouple trade from China...! #decouplefromtheccp #ccp≠chinese https://t.co/ws56fXqHqR
@NFSC_HAGnews - NFSC_HAGnews
Miles Guo 9.23.2021 The Evergrande crisis will trigger a global financial system collapse #ccpliedpeopledied #ccpthreats https://t.co/Hd4zjLOsxM
@DarioCpx - JustDario 🏊♂️
JUST IN: #EVERGRANDE FINED 4.2 $CNY OVER SUSPECTED FRAUDULENT ISSURANCE OF CORPORATE BONDS ⚠️ Few questions here: 1 - How can they pay it 2 - If they can pay what’s left for creditors 3 - How many other companies meets the same criteria….. https://t.co/fjGcBesjJd
@S7gril - Ava
The CCP's financial data is all fake! However, the CCP was unconcerned because they knew other countries and their elites would cover up for them. Miles Guo explained why in 2021. However, the CCP fails to understand lies will be exposed sooner or later, and when the time comes, all the elites will abandon the CCP for survival! That time is near! #TAKEDOWNTHECCP #freemilesguo @WayneDupreeShow @LFATVUS @stevegrubershow @stinchfield1776 @DiamondandSilk @TheBigMigShow @NFSCSpeak
@S7gril - Ava
It has been less than 48 hours since Secretary Yelland delivered a speech in Beijing requesting the CCP's cooperation when its large banks and Insurance sector players fail. The largest Insurance Company, PingAn Group, the main shareholder of HSBC Bank, acknowledged it has been unable to repay a trust product on time "due to the overall downturn in the property market." The storm is coming!
@1776Diva - 𝓒𝓸𝓷𝓼𝓮𝓻𝓿𝓪𝓽𝓲𝓿𝓮𝓓𝓲𝓿𝓪™
🚨 ＡＬＡＲＭＩＮＧ!! 🚨 Many are aware that China has been buying property in the United States in vast quantities at alarming rates, BUT… Did you know this added layer of calculation? https://t.co/9Sa8PhMPCd
@peruvian_bull - Peruvian Bull
Don't forget that $GME almost collapsed the financial system. https://t.co/Xdnnbv8vKF
@bambkb - Kevin - WE THE PEOPLE❤️ - DAD🦁
🚨⭐️ The stage is being set for the biggest financial crash in history……. @Cancelcloco https://t.co/TZdeHMkWPR
@JamesMelville - James Melville 🚜
“Bankers own the earth.” Nothing ever changes. https://t.co/Uczo5rMfrZ
@mario4thenorth - Mario Zelaya
Breaking News: Carney has conflicts of interest with China & has publicly spoken about replacing the USD with the Chinese Yuan. He has met & knows their President. https://t.co/uysuqrxjnP
@McfarlaneGlenda - Glenda M 🇨🇦 🍎
Mark Carney’s ‘I admire China’s basic dictatorship’ moment has surfaced!! https://t.co/hUKq0n2DIQ
@Shepfortheking - The Shepherd For The King
The controlled demolition “Boom”. The old financial system must crash and burn for the new system to rise from the ashes. 🐦🔥 https://t.co/yV0KSuX6X2
@ThomasMHern - Thomas Hern
"Xi can only stay the Supreme Leader if people are employed." "America is the #1 economy on earth with all the cards. We will not have that forever. It's time to squeeze Chinese heads into the wall." Kevin O'Leary calls for 400% tariffs on China. https://t.co/8bDrttjsBw
@DalyAManagement - Daly Asset Management
$3.7 TRILLION just vanished from China's economy. 30,000 wealthy investors wiped out overnight. The hidden banking system that powered China's rise for 20 years is collapsing. Here's what Wall Street isn't telling you about the coming crash:🧵
@DalyAManagement - Daly Asset Management
Think of shadow banks as China's version of private lending. When regular banks wouldn't lend to risky property developers, these firms stepped in. They raise money from wealthy individuals and pitch: "We'll pay you 10% annually, guaranteed." For over a decade it worked:
@DalyAManagement - Daly Asset Management
China's property boom kept rolling. Developers borrowed billions to build more apartments. Shadow banks collected their fees and paid investors their promised returns. Everyone got rich. Until the music stopped:
@DalyAManagement - Daly Asset Management
The trouble started when China's property market imploded. Evergrande defaulted in 2021. Country Garden followed in 2023. Suddenly, the property developers couldn't repay their shadow bank loans. But shadow banks had already promised returns to millions of investors...
@DalyAManagement - Daly Asset Management
Zhongzhi Enterprise Group was one of China's biggest shadow banks. When investors came asking for their money back, executives discovered a $36 billion hole in the company's accounts. They had $64 billion in promises to investors. Only $28 billion in actual assets.
@DalyAManagement - Daly Asset Management
Zhongzhi had been using new investor money to pay returns to existing investors. Classic Ponzi scheme mechanics. In January 2024, the company filed for bankruptcy. 30,000 wealthy investors faced total wipeout.
@DalyAManagement - Daly Asset Management
Most people assumed Zhongzhi was a one-off disaster. Wrong. April 2025: Zhongrong International Trust, managing $108 billion, was declared insolvent. April 2025: State-owned AVIC Trust sought emergency help after missing payments. The worst part?
@DalyAManagement - Daly Asset Management
China's shadow banking sector manages $3.7 trillion. That's larger than the entire German economy. The funding mechanism that powered decades of Chinese growth is breaking down. But why is this a problem?
@DalyAManagement - Daly Asset Management
China is 20% of world GDP. If Chinese companies can't access the funding they need to grow, global demand for everything from commodities to consumer goods will crater. The ripple effects are just beginning. And think about what this means for your portfolio...
@DalyAManagement - Daly Asset Management
China's shadow banking system was the hidden engine funding the country's growth miracle. Property developers, local governments, and private companies all relied on shadow bank funding. Now that engine is breaking down permanently.
@DalyAManagement - Daly Asset Management
Beijing's response reveals how serious this is. They're refusing to bail out shadow banks. Government officials are telling wealthy investors: "You knew the risks." Translation: The Communist Party is willing to let China's elite lose trillions to avoid moral hazard.
@DalyAManagement - Daly Asset Management
Smart investors recognize this as a systematic wealth transfer. Money is moving from overleveraged shadow banks to cash-rich institutions that can acquire distressed assets. The question: Are you positioned for China's financial restructuring?
@DalyAManagement - Daly Asset Management
Tired of high-fee advisors who underdeliver? Our FREE weekly newsletter teaches: - How to spot hidden portfolio fees - Macro trends Wall Street hides - Independent investing strategies Subscribe here for FREE: https://dalyam.beehiiv.com
@DalyAManagement - Daly Asset Management
If you found this helpful consider: - RTing the tweet below - Following me @DalyAManagement Thanks for reading.
@DalyAManagement - Daly Asset Management
$3.7 TRILLION just vanished from China's economy. 30,000 wealthy investors wiped out overnight. The hidden banking system that powered China's rise for 20 years is collapsing. Here's what Wall Street isn't telling you about the coming crash:🧵 https://t.co/CYT6uESR5d
