Unf*cking The Republic The Controlled Demolition of the U.S. Economy: Shadow Banks, Dollar Debasement and Basis Trades.
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Oct 24, 2025 Dive into the precarious state of the U.S. economy, where systemic threats like repo market stress and dollar debasement lurk. Discover how the rise of shadow banking and private credit has reshaped financial stability. Explore the alarming implications of state recessions and oil market contango. Uncover the shocking findings about hedge fund exposure in U.S. securities, and learn why basis trades could trigger a significant economic crash. The narrative frames these issues as a controlled demolition within the economic edifice, waiting to explode.
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Shadow Banking Now Matches Traditional Banks
- The shadow banking system (NBFI) now rivals traditional banks and hides huge leverage risks.
- Nonbank lenders absorbed risky lending because post-2008 regulation pushed capital off banks' balance sheets.
Hidden State-Level Recessions
- State-level recessions reveal a patchwork U.S. economy vulnerable to federal policy shifts.
- Deep Medicaid cuts would force layoffs or huge tax increases in states heavily reliant on federal funding.
Oil Contango As An Economic Red Flag
- Crude oil contango signals weak demand and broader global slowdown linked to trade disruptions.
- Trump's tariffs and trade unpredictability helped cause the slowdown and risk shrinking tariff revenue.