Eurodollar University

Everyone believes the AI bubble is mainly about stocks. That makes sense. The obvious historical comparison is the dot-com bubble. However, this one is all about credit unlike 1999. And that credit is now talking loudly through credit default swaps and other debt market signals. 
Companies like Oracle and SpaceX have seen their CDS prices surge recently, with big moves in July across all the big names in AI tech: Amazon, Meta, and negative cash flow for the first time Google, Alphabet, whatever the company calls itself. Nvidia is seeing higher premiums. Even BlackRock trying to sell an AI-linked bond, similar results to what we talked about with Amazon’s bond.
The debt problem is spreading and deepening as the debt cycle turns more and more. 
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
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.
Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.bloomberg.com/news/articles/2026-07-27/blackrock-raises-12-5-billion-of-debt-for-meta-data-center
https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazon
https://mashable.com/tech/ai-backlash-vibe-shift
https://www.facebook.com/FastMoney/videos/oracle-reportedly-facing-cost-overruns/1033596599253258/
https://www.wsj.com/video/lessons-from-the-dot-com-bubble/FB0BBA73-9133-4000-8C71-4A5B6C7D8AB7
https://www.cnn.com/videos/tv/2018/07/26/2000s-original-series-episode-4-clip-2-technology.cnn
https://www.youtube.com/watch?v=TfW5pWpsHAo
https://uk.finance.yahoo.com/video/spacex-sheds-600-billion-three-085352127.html
https://www.youtube.com/watch?v=IW-dfyp8OkU
https://finance.yahoo.com/video/chip-stocks-fight-to-rebound-as-semiconductors-slip-into-bear-market-135658468.html
https://www.youtube.com/watch?v=pCSDhGHgDG4
https://finance.yahoo.com/video/chip-sell-off-even-sk-hynixs-1242-profit-growth-couldnt-wow-investors-133907245.html
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

Live reaction to the most uncertain FOMC meeting in years. What the markets are doing before and after. The two competing views driving the uncertainty. Any surprises in the Fed statements (YES!). Yields. Curves. TIPS. Swaps. All the relevant info. 
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

When people hear the words “trade war,” they usually think of one person: Donald Trump. But while everyone has been watching Washington and Beijing, another potential trade war has been developing much more quietly—and this one could be even more disruptive than most people realize. And for one of its participants, a key line has just been crossed. 
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
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.
Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.bloomberg.com/news/articles/2026-07-28/germany-maps-china-s-weaknesses-in-preparation-for-a-trade-war
https://www.youtube.com/watch?v=NmaOMHPQR1A
https://abcnews.com/International/wireStory/china-slaps-export-controls-14-eu-entities-retaliation-135045129
https://www.youtube.com/watch?v=Fml0iDKyNaE
https://www.n-tv.de/politik/Vier-von-fuenf-Deutschen-sind-unzufrieden-mit-der-Bundesregierung-id31083833.html
https://www.bloomberg.com/news/articles/2026-07-27/german-industry-warns-energy-price-shock-is-crimping-investment
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

There is a MAJOR dislocation across the entire marketplace you need to know about, and it starts with Nestle and French fries, not the fed funds rate. Swaps, inflation demand, curves, even oil; you name it. You think everyone agrees with the Fed or ECB about what's coming next, but the truth is the OVERWHELMING consensus is entirely different from what you're hearing. It's not even close and that's huge. 
Eurodollar University's conversation w/Steve Van Metre
--------------------------------------------------------------------------------
Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:
 https://EurodollarGold.com or text EURO to 35052. 
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.reuters.com/video/watch/idRW802111062026RP1/
https://www.youtube.com/watch?v=0ynA5KVpxKU
https://www.youtube.com/watch?v=YxGWF-PF4FE
https://www.bloomberg.com/news/articles/2026-07-23/nestle-agrees-to-sell-water-unit-stake-for-about-3-billion
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu

Most people believe another Asian financial crisis can’t happen. Not like 1997. Asian governments now have enormous foreign-exchange reserves. Their currencies are generally more flexible. Banks are better regulated. Officials supposedly understand contagion, currency mismatches, and the importance of acting quickly.
In short, Asia learned its lesson. But what if that is the wrong lesson?
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
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.
Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here 
https://eurodollar-university.com/home-page
----------------------------------------------------------------------------------
https://www.youtube.com/watch?v=cPJkRKFDoGg
https://www.youtube.com/watch?v=T3GD0_PyHcY
https://www.youtube.com/watch?v=sYNBKZOkfPM
https://www.youtube.com/watch?v=mHf01Jjwrec
https://www.youtube.com/watch?v=7MBctTpJCgw
https://www.youtube.com/watch?v=f7DZVHAOBVk
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 
You can find me here: https://bravais.social/profile/edu