Could unrealised losses on bank balance sheets be the elephant in the room triggering another banking crisis, potentially worse than…
Unrealised Losses
Rising treasury Bond Yields
Rising treasury bond yields since the beginning of 2025 could indicate that bond investors are not confident the Fed has inflation expectations anchored…
GBP Big Short
Is the GBP big short playing out? Bygone era, where the sun never set on the British empire when the GBP pre WW1 was the…
Bitcoin Reserve
Bitcoin reserve becoming the norm would be a paradigm shift, a fundamental change in what defines collateral in the 21st century.