Monthly Archives: March 2023

Where Not To Have A National Bank Run

Stare, or should we say, “glare” at the following chart from the 2022 Swiss National Bank (SNB) Financial Stability Report, then you decide.   The chart is an update from an earlier post, which included an outdated version.  The SNB also … Continue reading

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The End Of Cheap Chinese Labor | PolyMatter

Excellent video on China’s demographic bomb.  An outsized cerebral return on your 15-minute investment. Must view, folks.

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QOTD: Bankers As [Oxy]Morons

QOTD = Quote of the Day

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Global Risk Monitor: Week In Review – March 24

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Nattie: One Fugly Widow Maker

Traders apply the term widow maker to financial investments that cause catastrophic losses or are risky enough to do so…Another famous example of a widow maker trade occurred in natural gas futures, which professional traders have long considered widow makers because … Continue reading

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Interest Payments On Treasury Debt Up 29% y/y

Here is a follow-up on last week’s chart with some excellent granular detail.    Interest payments on the national debt during the current fiscal year (October to February) are up 29 percent y/y, one of the fastest-growing expenditure components of the … Continue reading

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Age Of Easy Money | Frontline

Must view, folks!

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Time To Fear The American Street 2.0

Here’s a repost to keep on your radar, given the expected fireworks on Tuesday.  Getting long water canons and the National Guard. The question is which side does the National Guard side with in the Red States?  Will Biden have … Continue reading

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Global Risk Monitor: Week In Review – March 17

Tough week, especially for European banks and equities.  

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Happy St. Patrick’s (Maweyn Succat) Day!

Blast From The Past (BFTP). For my late grandmother from Cork. Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in … Continue reading

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