The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expected. At the same time, front end Treasury bill yields tumble in what is looking more like collateral scarcity along the lines of repo fails. Plus, the rest of the yield curve spent the entire fourth quarter – doing nothing. Literally nothing - and that’s huge.

Eurodollar University's Money & Macro Analysis

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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the most dangerous phase of the economy. Spurred largely by younger generations who have born the brunt of economic suckitude their entire lives, political upheaval is spreading and intensifying – maybe presenting opportunity but either way it is, by far, the greatest risk the world faces in 2026.

Eurodollar University's Money & Macro Analysis

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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

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Bloomberg Gen Z Revolts Against Dystopian Future as Protests Spread Worldwide
https://www.bloomberg.com/features/2025-gen-z-protest-worldwide/

Gallup George H.W. Bush Retrospective
https://news.gallup.com/opinion/gallup/234971/george-bush-retrospective.aspx

CSpan October 1992 Presidential Townhall
https://www.c-span.org/clip/white-house-event/user-clip-clintons-i-feel-your-pain-moment/4842764

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beveridge economy that is exposing cracks in the credit markets. And along those lines, we’ve got an update on the Tricolor debacle and how it was actually uncovered that will knock your socks off u But it also does a really good job of explaining why there is so much risk aversion exploding throughout the monetary system.

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU