Stefan Sburatura

Unreal numbers 👀⚡️ "JPMorgan estimates that, had Germany not phased out nuclear power, the country would have generated 50% less electricity from fossil fuels and 84% less electricity from natural gas in 2024. Electricity prices in Germany would have been around 25% lower, and the country would have imported half as much electricity.."

Treasury holdings at financial institutions are surging: Primary dealer holdings of US government securities are up to a record $482 billion. Primary dealers are large financial institutions, including banks, authorized to trade directly with the Fed, and are required to participate in Treasury auctions. These dealers provide liquidity by buying and selling US Treasuries and Mortgage-Backed Securities (MBS) and act as primary counterparties in the Fed’s market operations. Since June 2022, primary dealer holdings have surged +$400 billion. This comes as the Fed implemented QT, effectively decreasing its balance sheet until December 2025. At the same time, rapidly growing US debt has increased Treasury supply while demand has dropped, forcing primary dealers to fill the gap. US treasury market dysfunction is rising.

🦔The New York Fed injected $34 billion in emergency cash into Wall Street banks on Sunday evening, following $17 billion on December 26th and $51 billion on Halloween. For over five years before Halloween, there were virtually no such emergency cash infusions. On December 10th, the NY Fed quietly removed caps on emergency lending in an announcement that went unreported by major news organizations. Silver prices rose from around $30 to over $84 per troy ounce this year before falling to $72. JP Morgan disclosed it sold short 5,900 tons of silver it doesn't own. The Chicago Mercantile Exchange tightened requirements to speculate in silver and gold. My Take The New York Fed went five years without giving emergency cash to banks, and now they've injected over $100 billion in two months. That's not normal. Banks only need emergency billions when they're facing immediate liquidity problems they can't solve on their own. The Fed removing caps on how much they can lend tells me they expect this to get worse, not better. Here's what's probably happening. JP Morgan bet big that silver prices would fall by selling 5,900 tons they don't actually own. Instead, silver went from $30 to over $84. When you bet against something and you're wrong, your losses are unlimited. You also have to come up with cash immediately to cover those losses. The timing of these emergency Fed loans lines up with silver's price surge. The Chicago Mercantile Exchange tightening speculation rules right after these massive cash injections means regulators see serious risk building. We saw similar patterns before 2008 with emergency Fed lending to banks that had liquidity problems. Most people didn't know about it until the financial system was already collapsing. Major media isn't covering this, which means you're hearing about warning signs now that won't become obvious to everyone else until much later. Hedgie🤗