BankSynthesis @BankSynthesis
Navigating complex, interconnected markets views=mine, RT≠myviews Washington DC Joined August 2011-
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BankSynthesis retweeted
@Seawolfcap In 2004, the Net Capital Rule was completely altered to allow much greater leverage. Wall St convinced regulators that its advanced computer models could manage the risks posed by the massive increase in leverage. It was a debacle.
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BankSynthesis retweeted
The average price of electricity per Kilowatt-hour in the United States.
BankSynthesis retweeted
U-6 underemployment rate jumps to 8.1%, matching the highest since Oct 2021
BankSynthesis retweeted
Highest underemployment rate (U6) of the cycle
BankSynthesis retweeted
This is in effect a sale-leaseback by $NVDA. A financing, not a “sale”. But why? (Ht: @GordonJohnson19)
This is in effect a sale-leaseback by $NVDA. A financing, not a “sale”. But why? (Ht: @GordonJohnson19)
BankSynthesis retweeted
This has been my experience. Long term convergence with short term noise that I find hard to trade.
BankSynthesis retweeted
Wow, US office space is 33% cheaper today than 25 years ago. Many people lost a lot of money in this heavily leveraged sector. Who are they? Where are the bankruptcies?
BankSynthesis retweeted
@KeithMcCullough I own a coffee shop and we've had two 15% wholesale price increases imposed on us since May.
BankSynthesis retweeted
GS: Our Estimate of Underlying Job Growth Has Plummeted
BankSynthesis retweeted
When you see a guaranteed 10% dividend, you have to ask the obvious question, how are they earning it? U.S. Treasuries are yielding about 4%. Anything paying more than double that is only possible if the company is taking outsized, hidden risks. There’s no free lunch in finance,…
When you see a guaranteed 10% dividend, you have to ask the obvious question, how are they earning it? U.S. Treasuries are yielding about 4%. Anything paying more than double that is only possible if the company is taking outsized, hidden risks. There’s no free lunch in finance,…
BankSynthesis retweeted
Pulte must be stopped
BankSynthesis retweeted
Don't be like old guy naive trustful Andy and just laugh in thier faces. The Mystery of how a BTC treasury company EVER earns their preferred dividend besides ponzi like new issuance remains unsolved
BankSynthesis retweeted
Bank supervisors, industry analysts, and academic researchers rely on a range of metrics to track the health of both individual banks and the banking system as a whole. In today's post, the authors describe a new solvency metric—economic capital. nyfed.org/46l5VrG
BankSynthesis retweeted
Mounting evidence labor market softening. Too late in danger of being too late JOLTS openings and CB's Jobs Plentiful (dual axis warning)
US banks could hide troubled loans under new reporting rules ft.com/content/8ee34e… via @FT
BankSynthesis retweeted
Another freebie to address the RRP going to zero and what to care about and why. This is the sort of thing DS members get everyday when they have question. Link in bio I received a DM to review QT, RRP and what to think about RRP going to zero. I've discussed this in many…
BankSynthesis retweeted
As @cvpayne rightly points out, there is something seriously out of whack with this picture. In your view, what's the best way to reinvigorate the private sector for the workers in the private sector?
As @cvpayne rightly points out, there is something seriously out of whack with this picture. In your view, what's the best way to reinvigorate the private sector for the workers in the private sector?
BankSynthesis retweeted
The Fed started cutting rates last September with the 30-yr yield below 4%. Today it's 4.9%. The Fed may be done with inflation, but inflation isn’t done with the Fed. If long yields keep rising, they won’t admit a policy mistake — they’ll just bring back QE. In the end, all…
BankSynthesis retweeted
Durable goods prices rising sharply and at the highest pace in decades outside of the covid supply shock. But Washington keeps repeating that tariffs have no impact on inflation...
BankSynthesis retweeted
Reminder that Ken Griffin/Citadel are many order of magnitude ahead of everyone. They account for 25% of all US equity trades and 35% of retail with $653B in notional trades per day. Yet they also run a HF in the same building with of course no conflict of interest lol
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