There is no day now when we do not hear from either Lutnick, Bessent, or Trump himself a verbal broadside towards the Federal Reserve, where, let’s not forget, Donald Trump himself nominated the chairman. Why so much beef against Jerome “Burns” Powell? According to them, the FED should be cutting…
Category:Stocks
FOR ANOTHER QUARTER, BANKS WILL BE ALLOWED TO PRETEND EVERYTHING IS AWESOME
Q2-2025 earnings season for banks officially started with, what a surprise, JP Morgan, Citigroup, and Wells Fargo all beating Wall Street analysts’ expectations and once again bagging fat profits. Traders, though, aren’t so impressed so far with JPM and Citi trading flat while WFC is down 6% on the day…
HOW TURKEY ENGINEERED ITS OWN ECONOMIC COLLAPSE AND WHY JAPAN AND UK ARE FOLLOWING ON THE SAME FOOTSTEPS
The Turkish Lesson Turkey’s economic collapse didn’t happen by accident—it was the result of deliberate policy choices that ignored economic fundamentals in favor of political doctrine. For years, President Erdoğan pursued a radical economic experiment that became known as “Erdoganomics”. This strategy was built on the belief that high interest…
LIQUIDITY CRACKS WIDEN IN THE GLOBAL FINANCIAL HOUSE OF CARDS
Almost 10 months ago, I wrote the article “MOUNTING SIGNS OF LIQUIDITY PROBLEMS AMONG LARGE US AND UK BANKS” to highlight several elements pointing toward a buildup of liquidity problems in the banking sector. Three elements were particularly noteworthy at the time: Last week, something very interesting happened again: banks…
2025 FED STRESS TEST REVEALS HOW TODAY’S FED IS COMPLICIT IN HIDING BANKS’ PROBLEMS
The Federal Reserve just released the results of its 2025 round of stress testing on 22 major US banks, and personally, I have never come across something more ridiculous and hypocritical. Let’s start with the fact that the FED itself admits how it found it appropriate to make this year’s…
TARIFF WARS: THE RETURN OF THE DONALD JEDI
More than 2 months ago in “TARIFF WARS: A NEW HOPE” and “TARIFF WARS: THE EMPIRE STRIKES BACK” I correctly made sense of the overall tariffs mess at the time, but I made a mistake too: I overestimated President Trump’s commitment to do the right thing in the interest of…
THAT SMELL OF SILVER SQUEEZE IN THE AIR
More than one year ago in the article “IS THIS HOW BANKS ARE CONCEALING THEIR LOSSES ON SILVER SHORT POSITIONS?” I first tried to bring attention to several anomalies happening in the Silver market that could only be explained by active price manipulation activities on LBMA and COMEX contracts. Why…
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY
As per the most recent estimates, Google Search accounts for ~90% of all online searches worldwide and ~27.7% of total digital advertising revenues, followed closely in second place by Meta with ~26.8%. The global advertising revenue market surpassed 1 trillion USD for the first time in 2024 (Global ad revenue…
CHEF’S TABLE: NVIDIA
NVIDIA’s cooking of its financial earnings has reached a level of beauty and sophistication that the company should be awarded 3 Michelin stars and be featured in an episode of the popular Netflix series Chef’s Table. Get comfortable because this episode is going to be one with many “Woah!” Singapore…
THE PERFECT STORM IS NOW STARTING TO HIT JAPAN’S FINANCIAL SYSTEM
Imagine a whole financial system (banks, insurances, and pension funds) that for decades never second-guessed the solvency and liquidity of its own country’s government bonds because no matter what, its central bank was always ready to show a bid in case there were no takers in the market. What I…