Search Results
6/28/2025, 8:06:56 AM
>>508935197
>Australia flag 6 pbtid
The banking system is even more exposed and insolvent now, than it was two years ago. Many national banks' balance sheets are massively leveraged and interdepented upon Financialized speculative instruments, that are directly connected to bond asset holdings. It is this kind of jenga-tower malinvestment clusterfuck that is going to be the undoing of both the banking system and real estate overall, which is comprised of all sorts of gigaleveraged speculative confections such as MBSs and credit default swaps. All banks have this stuff on their balance sheets (it's just not publicly revealed, admitted or reported) in spades.
National bank balance sheets are a petri dish of speculative debt instrument malinvestment that is just waiting for a slight breeze to implode them.
>Australia flag 6 pbtid
The banking system is even more exposed and insolvent now, than it was two years ago. Many national banks' balance sheets are massively leveraged and interdepented upon Financialized speculative instruments, that are directly connected to bond asset holdings. It is this kind of jenga-tower malinvestment clusterfuck that is going to be the undoing of both the banking system and real estate overall, which is comprised of all sorts of gigaleveraged speculative confections such as MBSs and credit default swaps. All banks have this stuff on their balance sheets (it's just not publicly revealed, admitted or reported) in spades.
National bank balance sheets are a petri dish of speculative debt instrument malinvestment that is just waiting for a slight breeze to implode them.
6/23/2025, 3:45:41 PM
>>508456459
>junk bonds
One thing you can probably be sure of: It's a lot worse and more janky/ponzied than 2008
Scale and scope of this rot is inconceivable. SVB a couple years ago is just the tip of the iceberg, and that's only the commercial banking sector and their balance sheets. Commercial real estate is the next big sector that they've predicted for a couple years will implode (I have no idea how or why it has not, yet)
>junk bonds
One thing you can probably be sure of: It's a lot worse and more janky/ponzied than 2008
Scale and scope of this rot is inconceivable. SVB a couple years ago is just the tip of the iceberg, and that's only the commercial banking sector and their balance sheets. Commercial real estate is the next big sector that they've predicted for a couple years will implode (I have no idea how or why it has not, yet)
Page 1