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Looks like the corporate back rate lending CLOs imploding
- Thread starter wellington
- Start date
I’ve been waiting for this for a couple of years. Do you have a source on why you think this is imminent?
Watching BB Terminal, Terminal etc.
Interestingly noticed each time LIBOR-SOFR Spread v BBB, CCC, AAA, AAB, ABB, BBC, BCC etc goes out of whack.. Fed/Treasury (etc) starts doing some YCC (track that in Terminal) but not seeing them do currently.
Everything bubble coming right to your living room. Only question is what will trigger the bubble to burst.
We evolved to speak to deceive.
Deception is reality when people believe it.
God is a bubble but people believe it.
Science and psychology should categorize god believers as mentally ill but even science considers illusion real when enough people believe it.
Group of people (I'll call them X) who created judaism created christianity and islam, to give judaism believers a privileged existence. Israel is located in the middle of muslims because muslim slaves provide jews or X protection from the west. If I was wrong, there would be 1000s of muslim su*cide b*mbers in major western cities blowing up every week. This is not the case because slave states obey their state leaders and these leaders are under control of X. Muslim literally means slave to the god. X enjoyed Christians' other cheeks but they wanted more privileges because why not, so they created literal slaves.
Every device you use is largely owned and wholly controlled by X. Everything I am typing here is tied to my identity throughout the big tech products I am using. I or you will never be allowed to inform people about any of this in any meaningful way.
Internet, radio, media, banking, tv, films, etc whatever exists out there that's manmade is largely controlled by X and it is mostly a product of deception.
X orchestrated WW1 and WW2 to consolidate power in US.
A Hollywood studio and a popular historic touristic place near Krakow is the same kind of thing.
At least 80% of history (in terms of significance) is removed and rewritten.
Source: I can't force you to open your eyes. It's your problem to unschool and unbrainwash yourself. You have to look at what's most real with purpose to find the truth. Studying psychology, evolution, anthropology and history should help.
In conclusion,
There is no bubble or the bubble isn't going to pop, until X can go to Mars or another planet.. or until they are bored from how the system works.
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There was a pretty substantial correction already.
Any further comments on your thought processes?
In the meantime Trump established a crypto reserve
https://www.whitehouse.gov/fact-she...coin-reserve-and-u-s-digital-asset-stockpile/
And of course tariffs..
Some say he is letting the USD drop
Arthur Hayes lays it out pretty well (crypto Hayes).
In essence my sort of people (tech money) and the has nots put him in power to rebuild the system - it will wipe out many people that made their wealth via rolling with socialism but empower and enrich those that were people left behind.
Naturally gold/btc and specific US industrial stocks should be weighted highly in a portfolio
For the most part, this is merely tracing Global Liquidity *still*.
Biden admin juiced the system via QE & YCC to try and provide a facade that all was well under his tenure, at the same time, ramped up Federal Employees to hide the obvious, the sum of which was a 6T$ injection into the markets via the back door.
These funds were starting to be drained in September, as they take approx. 13 weeks to seep through the markets (GL), it was a gradual decline, until it was know the election was lost, by the time Trump entered office it was sub 1T$, with how the Treasury had been rolling debt (short-term-YCC) this coupled with the 6T$ that needs to be rolled left Trump with little choice than continue, but more importantly find a way to pressure overseas countries/entities to A) Invest in the US, B) Buy long-term Treasuries as the 10Y Treasuries has been pretty much forced down peoples throats (commercial) and that unravelled in 2023 and no one was interested in duration risk.
So what you are seeing is the stick, and that's tariffs as part of reducing those tariffs expect to see forced long-term treasuries picked up (which don't have deep secondary markets) as it's only nominal gains - real losses, also expect banks to have their Treasury Bond risk(s) % reduced so they can pick up more of them (forced).
Either-way the system is changing - and it (what's happened) would have happened anyway as 6T$ drained out and at the same time 6-9T$ needs to be rolled, and this is on top of the 75T$ Eurodollar market demand for $ which is supported by short-term treasuries (rolling over) annually, and domestic commercial & state based debt roll overs each of which compounds the issue that there's not enough liquidity in the market and liquidity is the thing that has destroyed 50m peoples prosperity in the US (alone).
Interesting times-ahead.
As mentioned before you can track all this on terminal, bloomberg terminal, capital wars, RV MIT Tool
Biden admin juiced the system via QE & YCC to try and provide a facade that all was well under his tenure, at the same time, ramped up Federal Employees to hide the obvious, the sum of which was a 6T$ injection into the markets via the back door.
These funds were starting to be drained in September, as they take approx. 13 weeks to seep through the markets (GL), it was a gradual decline, until it was know the election was lost, by the time Trump entered office it was sub 1T$, with how the Treasury had been rolling debt (short-term-YCC) this coupled with the 6T$ that needs to be rolled left Trump with little choice than continue, but more importantly find a way to pressure overseas countries/entities to A) Invest in the US, B) Buy long-term Treasuries as the 10Y Treasuries has been pretty much forced down peoples throats (commercial) and that unravelled in 2023 and no one was interested in duration risk.
So what you are seeing is the stick, and that's tariffs as part of reducing those tariffs expect to see forced long-term treasuries picked up (which don't have deep secondary markets) as it's only nominal gains - real losses, also expect banks to have their Treasury Bond risk(s) % reduced so they can pick up more of them (forced).
Either-way the system is changing - and it (what's happened) would have happened anyway as 6T$ drained out and at the same time 6-9T$ needs to be rolled, and this is on top of the 75T$ Eurodollar market demand for $ which is supported by short-term treasuries (rolling over) annually, and domestic commercial & state based debt roll overs each of which compounds the issue that there's not enough liquidity in the market and liquidity is the thing that has destroyed 50m peoples prosperity in the US (alone).
Interesting times-ahead.
As mentioned before you can track all this on terminal, bloomberg terminal, capital wars, RV MIT Tool
Tech as in entrepreneurs/innovators from the tech/fintech scene - not soyboys from FB etc
Some stocks, unsure on the indice, in theory it should follow liquidity with a 25 week lag...
But you have to factor in the EU is likely to tariff us tech companies, China is destroying US Tech competitive edge, and the US is in for a turbulent future either-way due to the debt roll crushing domestic liquidity and the fact that the concentration of the stock market (holders) are minimal compared to the overall population that has means/interest in the stock market, in addition the US trying to force countries/companies overseas from reinvesting their wealth into the US market(s) which is adding to the overall population wealth in-balance.
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