2026 Political Chat
- Thread starter Goldhedge
- Start date
Welcome to the Precious Metals Bug Forums
Welcome to the PMBug forums - a watering hole for folks interested in gold, silver, precious metals, sound money, investing, market and economic news, central bank monetary policies, politics and more.
Why not register an account and join the discussions? When you register an account and log in, you may enjoy additional benefits including no Google ads, market data/charts, access to trade/barter with the community and much more. Registering an account is free - you have nothing to lose!
There was a knife involved, still, I'm happy...
- Messages
- 19,991
- Reaction score
- 11,798
- Points
- 288
Trump's Iran Move Reveals His Master Plan to Destroy Globalization
This video examines the global strategy behind President Trump’s recent actions toward Iran and the broader effort to dismantle the economic and geopolitical system known as globalization. Rather than continuing the framework of endless intervention or ideological warfare, this strategy seeks to reshape the global order around sovereign nation-states, industrial development, and mutually beneficial trade.We explore how events unfolding in the Middle East connect to a much larger transformation affecting China, Russia, Europe, and the Western Hemisphere. The analysis highlights the historical forces that built the globalization system and the emerging policies designed to replace it with a new framework centered on national development and economic sovereignty.
Understanding these shifts is essential for anyone seeking to grasp the strategic changes now underway in international relations and global economics.
- Messages
- 19,991
- Reaction score
- 11,798
- Points
- 288
Holter has always said for years "What happens when credit dies?"
Bill’s Commentary:
“We told you it was all about credit, you will soon see this to be true…”
Deutsche Bank Dumps After Flagging $30 Billion Exposure To Private Credit
Yet another canary in the ever growing coalmine that is private credit appeared this morning as Deustche Bank’s annual report flagged a significant €26 billion ($30 billion) exposure to private credit, an asset class that’s grappling with fund redemptions, scrutiny of underwriting standards and the impact of AI on some borrowers such as software makers.
As the slow-motion train-wreck gathers steam (most recently with Morgan Stanley, Cliffwater, and BlackRock gating investors in their private credit funds), investors are searching various financial entities balance sheets for exposures with the giant German lender itself warning:
Bill’s Commentary:
“Again, it is ALL about credit!”
Failed German 10 Year Government Bond Auction is a ‘Canary in a Coal Mine’
This is a short, but important article.
Short because there is not a ton of info out ‘there’ about the actual particulars of yesterday’s German Government bond auction.
Important, because when a 1st world sovereign power can’t sell enough debt to cover its stated needs, a canary just died in the coal mine-so to speak.
The publications of investing.com, gotrade.comand Bloomberg have articles up about the German Gov’t bond offering of one day ago. And yes, the war does have something to do with inflation and rates going up a bit. The above articles reported the rate of the new bond, but not much else. Big deal.
Read more here…
Bill’s Commentary:
“We told you it was all about credit, you will soon see this to be true…”
Deutsche Bank Dumps After Flagging $30 Billion Exposure To Private Credit
Yet another canary in the ever growing coalmine that is private credit appeared this morning as Deustche Bank’s annual report flagged a significant €26 billion ($30 billion) exposure to private credit, an asset class that’s grappling with fund redemptions, scrutiny of underwriting standards and the impact of AI on some borrowers such as software makers.
As the slow-motion train-wreck gathers steam (most recently with Morgan Stanley, Cliffwater, and BlackRock gating investors in their private credit funds), investors are searching various financial entities balance sheets for exposures with the giant German lender itself warning:
“Failures of a select number of sub-prime lenders in the U.S. increased investor focus on risks associated with private credit and raised wider concerns around underwriting standards and fraud risk.” |
Bill’s Commentary:
“Again, it is ALL about credit!”
Failed German 10 Year Government Bond Auction is a ‘Canary in a Coal Mine’
This is a short, but important article.
Short because there is not a ton of info out ‘there’ about the actual particulars of yesterday’s German Government bond auction.
Important, because when a 1st world sovereign power can’t sell enough debt to cover its stated needs, a canary just died in the coal mine-so to speak.
The publications of investing.com, gotrade.comand Bloomberg have articles up about the German Gov’t bond offering of one day ago. And yes, the war does have something to do with inflation and rates going up a bit. The above articles reported the rate of the new bond, but not much else. Big deal.
Read more here…