OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

I too am so tired of hearing the negative and the big crash or meltdown but even Armstrong is talking about it.
I have little clue what repos are doing but don’t seem to have any secure plan for managing large sums of money.

I guess for us clueless with real world issues to keep us busy if it plays out like they say look for these signs for those who didn’t read it or having trouble understanding it without having time for research like me.

Translated: “Treasury yields will spike”, Pozsar warns,  identifying the trigger of forced sales of Treasuries around year-end as the FX swap market. It gets worse, because the selloff that is triggered by a freeze in the FX swap market will promptly lead to a crash in the bonds market, and spread from there, or as Pozsar puts it, “these funding market stresses will likely pull away capital and hence balance sheet from equity long-short strategies which could spill over into a broader equity selloff… during a Treasury selloff – that’s not the right kind of risk parity Christmas.”
Which brings us to punchline #1: the dismal liquidity situation within the US commercial bank sector is so dire, that the shortage of reserves will start a cascade of liquidations beginning in the FX swap market, progressing to Treasurys, and culminating in stocks… and a full-blown market crash.

Just skimmed the ZH articles, printed and will read later.  But I must say it’s timely stuff; seems this sort of thing could be an answer to my questions of last night, i.e. how it could all come to an end.  An event like this, a major crash, could certainly shake some confidences.  Though it wouldn’t end the Fed, or other central bank money creation.  No, probably not a solution.

You obviously have a lot better understanding than I do but your statement about hedge funds is not lost on me and it sounds like they could be the match that lights the fire.

I guess we’ll see how smart this guy is, I know there were some problems in the last repo.

Re Repo’s……as part of the problem is regulatory, the G-Sib’s, that could be changed/fixed if a problem occurs…..however that hedge funds are using massive leverage in the Repo mkt, is a worrying fact, as only a small move could wipe them out and set off a cascade of liquidation……and the short term money mkt, is infamous for huge moves, often just round dates, such as year/quarter/month end, due to liquidity constraints only, as books close, so the hedgies are really playing with fire.

Why the Fed is allowing them to is a very good question, as the mkt does not need them and should be just for short term financing. Operating cleanly, the mkt is an excellent indicator of banking health, why distort it, just for some Co’s potential gain.

We’ll see how the Fed paper’s over this problem if this guru is right.

“It’s About To Get Very Bad” – Repo Market Legend Predicts Market Crash In Days

“FX swaps could end up as the orphaned asset class without an obvious backstop, and that may force banks in some parts of the world to the edge of the proverbial abyss.”

“Which brings us to the first of the key observations made by Pozsar: since the Fed’s repos and T-Bill monetizations have done virtually nothing to boost prevailing reserve levels on a sustained basis, “year-end balance sheet constrains will preclude primary dealers from bidding for reserves from the Fed through the repo facility or through repos from money funds. The slope of money market curves suggest that excess reserves won’t build up at banks, and so U.S. banks will not be able to fill the market making vacuum left by foreign banks.”

In other words, the already thin liquidity at year end (which as a reminder, last December 31 sent repo rates soaring even though excess reserves were about $100 billion more than they are now) could get far worse as a result of the Fed’s inability to properly address the reserves (cash) shortage plaguing banks.”

ENLC + 16% today. Pays 28% on Schwab and 23% on Finviz. I’m not sure what a “partners LLC” is.

https://finviz.com/quote.ashx?t=enlc&ty=c&ta=1&p=d

NGL similar b/o pays 15%?

https://finviz.com/quote.ashx?t=ngl&ty=c&ta=1&p=d

PALL Palladium ETF https://finviz.com/quote.ashx?t=pall&ty=c&ta=1&p=d

SBGL I’ve been on this one Palladium Platinum related miner. “PGMs”

https://finviz.com/quote.ashx?t=sbgl&ty=c&ta=1&p=d

IMPUY ANGPY also PGMs (platinum group metals)

1.5 year views some precious metals. Palladium a stand out.

https://finviz.com/futures_charts.ashx?t=METALS&p=w1

nice climb up …..until NY opens and the beatings begin

yeah !

with a MUSLIM at its head….what the fuck !

just another RIG for the Mushroom people   ….You do know who they are dont you ?  You know how they grow Mushroms ?     You keep them in the DARK and feed them a bunch of Shit..

An Obama appointee from the controlled  media ..they pretend to play both sides  ,so either way they win..  RIGGED from the start like a scripted Hollywood bad movie.   TAKE 10 % of the TOP people in the FBI and FIRE them !

Me too.

There was an article yesterday posted by Maddog on ZH about the liquidity shortage created by JPM that caused the recent repocalyse as they call it (not QE) – apparently they’ll have to keep doing this into year end to shore up a lack of liquidity in the system.

I guess this is sort of another slap upside the head that says, the world’s central banks can paper over any problem. The only thing they need to do is keep gold in check to keep the appearance that there is nothing wrong with the system.

Former Ukrainian Prosecutor Exposes Yovanovich Perjury, George Kent’s Motive To Impeach T

https://www.zerohedge.com/geopolitical/former-ukrainian-prosecutor-exposes-yovanovich-perjury-george-kents-motive-impeach

They are going to have to pry it from my cold dead hands.

I’m only being stubborn for my Grandkids chance to rule the world (what’s left of it).