Bullion Bank: CBs Now Buying OTC Gold Under Radar
• https://www.zerohedge.com, by GoldFixCentral Bank Gold Buying Stronger Than Official Data Suggests
Contents Pages by Subject
Central Banks/Banking
Kevin Warsh's Impossible Mission
• https://ronpaulinstitute.org, by Ron PaulAfter Kevin Warsh was confirmed as Federal Reserve chairman last week, he received a stark reminder of the challenges facing the central bank.
Let's talk about the elephant in the private credit china shop
• LinkedinValuations
So retail fundraising slowing down to near zero was entirely predictable
• LinkedinLet's talk about more important things: Let's discuss what happens to the entire eco-system when the influx of money slows down.
KKR Funds Loses $560 Million in 3 Months
• By Charles-Henry Monchau, CFA, CMT, CAIAIn case you missed it.... KKR Funds Loses $560 Million In 3 Months - WSJ
Americans Are Waking Up to EMPTY Bank Accounts -- Something Is Very Wrong
• https://www.youtube.com, A Homestead JourneyAmericans Are Waking Up to EMPTY Bank Accounts -- Something Is Very Wrong.
Bank Nonperforming CRE Loans: 2025 Q4 vs. 2024 Q4
• LinkedinThis indicates that the "tsunami" of CRE NPLs that slowly has been building during the past three years continues to grow albeit slowly. CRE NPLs were 3.4% higher than during Q3 2025.
Bank Commercial Real Estate NPL's (Non-Performing Loans) by Bank
• LinkedinI calculated nonperforming loan ratios for "owner occupied" and "other" nonfarm nonresidential mortgages for the 152 banks with more than $10 billion in assets (as of Q4 2025). The results are quite surprising.
Nothing says "healthy market" like fire-sale panic buyers circling the corpse
• Linkedin"…many are already hard at work trying to snap up bargains and buy assets "on the very cheap end of the curve."
KKR Private-Credit Fund Takes $560 Million Loss
• Wall Street JournalFirm will invest $300 million in an effort to bolster fund as loan defaults climb
American Bankers Attempt Last Ditch Effort To Kill Crypto Market Structure Bill...
• https://www.zerohedge.com, by Tyler DurdenAmerican Bankers Attempt Last Ditch Effort To Kill Crypto Market Structure Bill Regarding Stablecoins
FILM: The worst coup in history – How the banks stole our money & freedom (svensk text)
• https://frihetsnytt.seDavid Rogers Webb explains how the financial system and central banks quietly changed ownership laws and gained control over people's assets. A deep discussion about The Great Taking, banking, Sweden, the EU, and the future of financial freedom.
What an Attack on the Dollar Actually Looks Like
• https://www.crisisinvesting.com, Lau VegysChart of the Week #103
The Market Keeps Escaping: Private Credit, Real Risk, and the Infinite Regress...
• https://mises.org, Attila RebakThe Market Keeps Escaping: Private Credit, Real Risk, and the Infinite Regress of Financial Regulation
BlackRock Private Credit Fund Cuts Asset Values By 5%, As Golub Gates After 8.5% Redemptions
• https://www.zerohedge.com, by Tyler DurdenJust another day in private credit paradise... er, hell.
Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organizati
Donna Hancock...serving as the central counterparty (CCP) for U.S. listed options, futures, and securities lending. By acting as the buyer to every seller and seller to every buyer, the OCC ensures market stability, confidence, and integrity in the financial syst
On No... Now HSBC is in Trouble
• Eurodollar University - YouTube.comThe stock market was not happy with HSBC. The banking giant reported what should have been a small nothing, a $400mm loss on a loan to an Irish entity with a name that sounds like a Star Wars droid. AGF WHCO 1-A5. But that $400mm loan and loss ended
The Dollar Lifeline in War - Currency Swaps
• Activist PostI have said for years that people misunderstand the global monetary system. It is not driven by trade balances. It is driven by capital flows and access to dollar liquidity.
The Secret Reason World War I Started
• https://www.youtube.com, The Economic HistorianThe Secret Reason World War I Started
When Both Lifeboats Start Taking Water (What Happens Next)
• Peak Prosperity - YouTube.comUrgent warnings about credit markets from Hank Paulson and Jamie Dimon deserve your attention. And the looming set of nested supply and inflationary shocks are being met with more money printing by the Fed.
Digital ID: Treasury Secretary Scott Bessent Reveals Trump Plans To Sign Executive Order To Hand...
• https://thewinepress.substack.com, The WinePressDigital ID: Treasury Secretary Scott Bessent Reveals Trump Plans To Sign Executive Order To Hand Over Biometric Data To Hold A Bank Account
BIS warns cryptocurrency exchanges are becoming 'shadow banks,' and why that's a risk
• Activist PostCrypto exchanges are increasingly offering bank-like services such as lending and yield products, but without the protection traditional financial institutions provide, according to a report issued Thursday by the Bank for International Settlements (
Large Banks with Large Exposures to Uninsured Deposits as a Percentage of Liquid Assets
• Linkedin(Q4 2025 Version). During the past year, I have been posting a screen showing large banks with excessive exposures to uninsured deposits as a percentage of assets.
How Private-Credit Funds Keep Debt Off Their Balance Sheets
• Wall Street JournalPublicly traded credit funds have more leverage than they used to, often in ways not visible
Banks are closing down, cash is being removed, digital ID is being introduced, facial recognition...
• https://x.com, Catherine Austin FittsBanks are closing down, cash is being removed, digital ID is being introduced, facial recognition cameras are being enforced and a social credit system is on the horizon. We the people have to stop this.
Brazil Quietly Shifts Away from the Dollar to Gold
• https://www.activistpost.com, Martin ArmstrongThe Banco Central do Brasil has raised gold's share of reserves from 3.55% to 7.19% in just one year, effectively doubling its exposure and making gold the second-largest reserve asset after the US dollar, while total reserves stand at approximatel
"YENTERVENTION" ARRIVES AT SCALE
• Linkedin"This is what loss of control looks like before it's officially recognized--central banks stepping in, debt spiraling beyond any realistic exit, and the real economy tightening underneath a headline rally.
The Case Against the "Free Bankers"
• https://mises.org, Joseph Solis-MullenWith regard to the long-running debate between Rothbardians and modern free bankers, most prominently Lawrence White and George Selgin...
A $1.1 billion loan fell from 98 cents to 69 cents. Now the sponsor may hand the company to lenders
• LinkedinYou'd think that would have a sizable impact on BCRED's NAV (where the position represents roughly 1.8% of net assets).
Two Big Loan Defaults Add to Pain in Private-Credit Funds
• Wall Street JournalSoftware maker Medallia, dental-services provider Affordable Care can't repay billions borrowed from private-credit lenders including Blackstone and KKR
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