Eurodollar University

Google just reported something it had never reported in its entire history as a public company: Negative quarterly free cash flow. Not a small decline, either: $5.9 billion. From Japan to Thailand, China and the United States, the boom is producing some enormous numbers. What it is NOT producing—at least for the foreseeable future—is the real story.
Eurodollar University's Money & Macro Analysis
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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. 
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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
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https://www.reuters.com/world/china/chinas-june-trade-tops-forecasts-buoyed-by-ai-boom-2026-07-14/
https://finance.yahoo.com/video/chip-stocks-fight-to-rebound-as-semiconductors-slip-into-bear-market-135658468.html
https://www.instagram.com/reel/DUa50unFSzj/?hl=en
https://www.facebook.com/FastMoney/videos/memory-surge-squeezes-mega-caps/990228643625342/
https://www.instagram.com/reel/DRCybx2EcKk/
https://finance.yahoo.com/video/metas-data-center-costs-are-skyrocketing-heres-what-you-need-to-know-203416070.html
https://www.bloomberg.com/news/newsletters/2026-07-22/the-ai-export-boom-that-wasn-t
https://www.cnbc.com/2026/07/23/tesla-tsla-alphabet-googl-stock-today.html
https://www.youtube.com/watch?v=O9tBCe-vR7o
https://finance.yahoo.com/video/earnings-negative-cash-flows-make-big-tech-more-economically-sensitive-140918058.html
https://www.bbc.com/news/articles/c235n47g8g8o
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 *private credit stress*, they usually imagine small, struggling companies loaded with debt—businesses most investors have never heard of. They assume the damage will remain contained among risky borrowers, private-equity deals, and obscure funds. But that misses the real warning. The changing credit environment is already affecting companies perceived to be among the safest and strongest in the world.
Eurodollar University's Money & Macro Analysis
--------------------------------------------------------------------------------
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.youtube.com/watch?v=DOX89C-2I_E
https://www.youtube.com/watch?v=kVFPLv6ME-E
https://www.cnbc.com/video/2026/07/07/amazon-plans-to-raise-25-billion-in-bond-sale-sources-say.html
https://www.youtube.com/watch?v=e5qalXD-SWM.
https://www.bloomberg.com/news/articles/2026-07-07/amazon-returns-to-us-bond-market-to-fund-ai-infrastructure-build
https://www.reuters.com/legal/transactional/private-credit-boom-cools-lending-flows-slow-sharply-2026-06-05/
https://www.pimco.com/us/en/insights/rupture-and-resilience
https://www.bloomberg.com/news/articles/2026-07-20/billionaire-mark-walter-s-firms-probed-by-federal-prosecutors

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

The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the market is already stomping the narrative and doing so in a highly unusual way. UST & WTI have split up, with more than the Fed getting caught up in the burgeoning divorce. 
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.
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.cnbc.com/video/2026/07/16/pending-home-sales-june.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

Is Kevin Warsh about to finally put money back in the Federal Reserve? That might sound like a strange question. After all, this is the Federal Reserve. It is supposed to be the center of the monetary system. Its officials set what they call monetary policy, testify before Congress about it, and issue statements filled with the word “monetary.” Yet, for decades, the Federal Reserve’s most important policy discussions have contained no information about actual money.
That may finally be starting to change.
Eurodollar University's Money & Macro Analysis
--------------------------------------------------------------------------------
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.youtube.com/watch?v=07cZsW54vO4
https://www.federalreserve.gov/monetarypolicy/files/20260710_mprfullreport.pdf
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

The divergence between oil and gas prices is now historic, and one simple calculation explains everything. That calculation is at a record high, and it’s not even close. What it shows is why gas remains so expensive and is likely to stay that way for some time even though prices have fallen substantially from their wartime peak. Even though demand for oil has plummeted, and I mean plunged in places like China, and it’s not all that great elsewhere. 
So why are gasoline and diesel still so expensive?
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.clickorlando.com/video/news/2026/07/10/gas-price-roller-coaster-what-drivers-are-saying-as-pump-prices-spike-again/
https://en.macromicro.me/series/4934/crude-oil-cracking-spread
https://www.eia.gov/todayinenergy/detail.php?id=1630
https://www.eia.gov/finance/markets/products/prices.php
https://www.bloomberg.com/news/videos/2026-07-13/ships-transit-the-strait-of-hormuz-in-secret-video
https://www.bloomberg.com/news/videos/2026-03-05/china-orders-suspension-of-diesel-gasoline-exports-video
https://www.cbsnews.com/detroit/video/diesel-fuel-tops-5-a-gallon/
https://www.reuters.com/business/energy/us-refiner-margins-hit-new-records-fuel-shortage-concerns-grow-2026-07-16/
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