Eurodollar University

Grocery Stores Just Issued a Warning About the American Consumer

Americans overwhelmingly don’t just disagree with this idea of a resilient economy, they vehemently disagree. And Kroger may have just delivered one of the clearest warni

this won't end well...

There is only one way this ends, and it's not the one everyone right now believes. That's not (just) my take. This is the majority consensus (not that you've heard it) wh

Americans Are Bracing for Something Not Seen Since 2020...

More Americans now believe unemployment will rise than at any point since April 2020. Not inflation. Unemployment. And that’s according to, yes, the Federal Reserve. At t

BREAKING: Blue Owl Just Took a 100% Loss, Signaling A LOT More Stress Ahead

One hundred to Zero. That’s Blue Owl writing down a private loan from full value to something resembling nothing—in a matter of months. That is not supposed to happen. To

BREAKING: China Is Bailing Out Its ENTIRE Financial System

The Great Chinese Tobacco Insurance Rescue of 2026. The real issue is why cigarettes are being "volunteered" and why insurance is being including with the banks. Recappin

Eurodollar Talk: The AI Trade Is Entering Its Most Dangerous Phase | Lyn Alden

Eurodollar Talk: Record Corporate Profits Are Creating An Economic Timebomb

EPB is here.

Eurodollar Talk: Wall Street Is Preparing for the Next Financial Shock | George Gammon Explains

Eurodollar Talk: The AI Bubble Is Following a 180-Year-Old Playbook

Ben Brey Substack https://www.capitalmisallocation.com/ and X https://x.com/BenBrey?s=20 Subscribe for new interviews every week!

Eurodollar Talk: BlackRock Insider Reveals What’s REALLY Happening in Private Credit

If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here👇  https://eurodollar.university

Eurodollar Talk: Real Estate Insider “Banks Are Now Dumping Buildings At 80 Cents On The Dollar!”

Join us and 50+ world-class investors and entrepreneurs at Limitless Expo to learn how to protect and grow your wealth through the next economic cycle.

Eurodollar Talk: Iran War Could Trigger the BIGGEST Dollar Shortage in Years

Brent Johnson joins Jeff.

Eurodollar Talk: Hugh Hendry: The Biggest Trade of the Next 10 Years Has Started

Jeff Snider & Hugh Hendry.

Eurodollar Talk: You Won’t Believe What Iran War Tensions Are Doing to Gold Markets

What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but ins

The Market’s Reaction to This Blowout Jobs Report Makes NO Sense

The 'big' jobs number wasn't the biggest story of Friday's markets. Instead, it was what didn't happen. Things have certainly changed where it comes to payrolls, in more

Convenience Stores Just Issued a Warning About the American Consumer

Everyone keeps saying the American consumer is holding up. People are still shopping. Gasoline sales are hitting records. Consumer spending hasn’t collapsed. But beneath

On Sh*t... Another Private Credit Fund Just Blew Up

Most people believe the private-credit mess has gone away – because that’s what you’re led to believe. It has been roughly a year since Tricolor and First Brands became t

The Diesel Crisis Nobody Is Talking About

Everyone believes the energy shock is about oil. It isn’t. The most important price in energy today isn’t really the price of crude. It is the difference between crude oi

WTF Just Happened at Jackson Hole?

J-Hole jolted the markets, only to have Warsh's J-Hole narrative jolted right back with JOLTS. Caught in between are interest rates which nobody seems to have a handle on

BREAKING: China Just Launched a Desperate Housing Bailout

Is China trying to bail out it's beleaguered real estate market? That seems to be the case with the latest schemes aimed at stabilizing the sector. The timing isn't a sur