allthingsfinancial.bsky.social

Total Return Swaps: the risk slips between books; but losses hit the same balance sheet 10-20-2026 youtu.be/JAyQCL7zhBE

When the old world is dying, the new world will not ask permission to arrive 10-22-2026 youtu.be/y5YlXcpFl3Y

Your currency reserves are yours; until your custodian's government confiscates them 10-19-2026 youtu.be/hhYboHWN10A

Once a nation gives up control of its currency & credit, it matters not who makes the nation's laws 10-17-2026 youtu.be/x4LMrn-48xg

Rare earth mineral dependence is invisible until access is denied or restricted 10-26-2026 youtu.be/JHt57Oz4_9k

Banks free up ORCL capital by making measurable, transferable and priced as SRT 10-15-2026 youtu.be/qdDzmYH-dd0

Long carry, short convexity. Chile Pensions swaps' risk is what is left after you thought of everything 10-14-2026 youtu.be/indYbd565II

US economy is a market with a state; China is a state with markets. Neither is pure 10-13-2026 youtu.be/Tovzrxf9byM

Oracle's CDS is not driven solely by debt levels but by SPV investors hedging ORCL rent promises 10-11-2026 youtu.be/2sDvgRN0tMA

US firms try to make a profit off of REM/REE. China is trying to control a strategic supply chain 10-10-2026 youtu.be/OtKzPyPv928

PC & PE mark-to-fantasy valuations support cash-on-the-barrelhead fees 10-9-2026 youtu.be/Mnd4Z2b3szU

If the markets won't finance their states voluntarily, regulations will make it compulsory 10-8-2026 youtu.be/P4WSSE-bcSc

Efficiency was a bet that geography stop mattering. Geography is collecting it's toll 10-6-2026 youtu.be/cN__hkab8SI

Accelerated depreciation turns future tax relief into present cashflow & future losses 10-5-2026 youtu.be/Lb4ZZM3saiQ

A bond gold clause does not eliminate sovereign risk, the form of promise is changed to metals 10-4-2026 youtu.be/qJts6yTKYCs

Gold convertibility does not eliminate inflation; it limits discretionary monetary expansion 10-2-2026 youtu.be/wDAB8Hq-l3w

The center north of Vientiane, a counterpart to a similar naval facility in Cambodia, marks a further extension of Beijing's security presence in mainland Southeast Asia.

Cayman bill holdings, the clearing mandate, and who actually sets the price youtu.be/-83sB6XuxbQ

No rare earth independence without chemists, metallurgists & engineers 9-30-2026 youtu.be/YGfUP4sr-rE

Imperial cartography reflects lines drawn for imperial powers not for the indigenous people 9-28-2026 youtu.be/StUxi9FfmDQ

Imperial cartography reflects lines drawn for imperial powers not for the indigenous people 9-28-2026 youtu.be/StUxi9FfmDQ

New world conflicts transcend the battlefield to financial, trade & information networks 9-27-2026 youtu.be/2is8QXoaLPM

Thucydides Trap is not just a clash of powers, it is about the fear generated by change 9-25-2026 youtu.be/Kkn2zbBsYxU

The US risks becoming the next Japan: rich in technology, poor in REM 9-24-2026 youtu.be/iZZq2modziY

The Issue is does the auction clear & the tail but also can the dealers handle the supply 9-23-2026 youtu.be/5_4zRMKzTqM

US Treasury Money Market Funds are 50% treasuries and 50% repos - liquidity trap 9-22-2026 youtu.be/K7i_SeZagoY

The Treasury is on a perpetual T-bill refinancing treadmill that has rollover risks 9-21-2026 youtu.be/LZ_r7qhjgbE

A construct country can be a sovereign nation yet be economically non viable 9-2-2026 youtu.be/O9gwcNIW7Ko

An era does not end with a single horn blast; it fades through a 1,000 small silences 9-18-2026 youtu.be/EO1yb0oq3xA

JP Morgan you can save your currency, or you can save your bonds, but you can't save both 9-17-2026 youtu.be/Sj7Crvcyq-E

The 1942-1951 Precedent: Rate Peg, Financial Repression and duration control 9-16-2026 youtu.be/rzUNoqKZbEk

The FOMC Decision: Four Scenarios for September 16th Currencies, Bonds & Equities 9-15-2026 youtu.be/QjMt9Pu7E3g

China postponed its Chang’e 7 lunar mission. The lack of explanation – or a new launch date – suggests critical challenges, not just bad weather. buff.ly/asP9Sg5

Dollar devaluation: Iranian War decided timing on the Asian surplus countries revaluations 9-14-2026 youtu.be/RD2MHkp55ZI

A good interim deal buys time, stability & bargaining space until who has the leverage claims victory 9-13-2026 youtu.be/W7VLFItsV6E

If the "house" is broken, a casino or institution, don't assume the usual odds still apply 9-10-2026 youtu.be/ZfPx0N4MD9c

The dollar is a currency, with 3 functions, the functions are bifurcating, what to watch 9-8-2026 youtu.be/ffQ3ilX6XwE

The Year's Worst-Performing Currencies - and the rules that generate the list 9-7-2026 youtu.be/XPmRdfJZ9mw

The Year's Worst-Performing Currencies - and the rules that generate the list 8-7-2026 youtu.be/XPmRdfJZ9mw

Asan Ginkgo Tree Road, South Korea

Monetization without printing; whoever controls a overfilled TGA controls QE without a vote 8-6-2026 youtu.be/MzUHJwI30Ec

The first panacea for a mismanaged nation is inflation of the currency; the second war 8-5-2026 youtu.be/WQyruYtWPLw

ran Economic D-Day sanctions. StableCoin, treasuries, e-CNY, gold & REM 84-2026 youtu.be/NxlvVMWjp44

CoreWeave grow now pay later strategy runs out of free cash flow to pay interest 8-4-2026 youtu.be/vvCOIOx8zQ4

CoreWeave grow now pay later strategy runs out of free cash flow to pay interest 8-4-2026 youtu.be/vvCOIOx8zQ4

he Fed didn't leave the room...it just didn't bring the balance sheet to the table 1-9-2026 youtu.be/L-O_gmC0MUY

The Fed/Treasury interventions are not disclosed we never really know the reason for years 8-31-2026 youtu.be/G_fnofaCjzw

The Five Factors narrative data points are building support for a new physical world 8-28-2026 youtu.be/G1wvZscGf5U

Sovereign Debt Optomization Facility: Fed swaps par bonds for bank's HTM portfolios 8-25-2026 youtu.be/E-IR4GK52HY

Hoover, Smoot-Hawley Act, Tariffs, Canada and Section 338 8-24-2026 youtu.be/8cih482QmuU