Eurodollar University

The credit cycle isn't really about blue owls, instead a gray swan. Nvidia isn't just in the news for its stock trading at a tremendous discount, it's how the company and all the money surrounding connect what might seem disparate dots all throughout the system, and in so doing point to the emerging downside the mainstream is having a harder time dismissing. 
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
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Eurodollar University Live 2
October 9-12, West Palm Beach, Florida
40 seats exist. Application only.
https://eurodollar-university.com/edu-conference-2026
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https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2
https://www.bloomberg.com/news/articles/2026-08-18/pimco-s-stracke-says-wealth-firms-running-shy-of-private-credit
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

It's QE-lite!!!! Yield curve control!!!! Money printer go brrrrrr!!!! What's the truth about the Treasury buyback program? Well, it's starts with understanding what a buyback truly is and also how the government has been operating it for over two years already. In a sea of misinformation, here's the plain truth about the buybacks, starting with how misinformation is actually the whole point...on both sides.
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
----------------------------------------------------------------------------------
Eurodollar University Live 2
October 9-12, West Palm Beach, Florida
40 seats exist. Application only.
https://eurodollar-university.com/edu-conference-2026
----------------------------------------------------------------------------------
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 yield on the 30-year U.S. Treasury bond just reached its highest level since 2007. And to a lot of people, this means everything - from inflation to fiscal deficits. 
There’s just one problem.
The 30-year bond is not actually doing what everyone says it is.
Eurodollar University's Money & Macro Analysis
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Eurodollar University Live 2
October 9-12, West Palm Beach, Florida
40 seats exist. Application only.
https://eurodollar-university.com/edu-conference-2026
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https://www.youtube.com/watch?v=2njjIkGROx4
https://www.facebook.com/bloombergbusiness/videos/long-term-borrowing-costs-have-hit-their-highest-level-in-decades-on-the-back-of/1413253187330397/
https://www.facebook.com/FirstPrudentialMarkets/videos/30-year-us-treasury-yields-just-hit-levels-not-seen-since-2007-stocks-wobbled-oi/1785429659307592/
https://www.ms.now/money-power-politics/watch/u-s-bond-selloff-drives-30-year-yields-to-highest-point-since-2007-2511366211745
https://www.reuters.com/markets/us/us-mortgage-rates-soar-highest-more-than-23-years-2023-10-25/
https://www.cnn.com/2023/10/02/investing/jamie-dimon-jpmorgan-7-percent-interest-rate-recession
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

Blaming Amazon's Prime Day, everyone is trying to work around yet another "unexpected" negative number. Following an "unexpected" drop in July payrolls, the Census Bureau now reports an "unexpected" drop in retail sales alongside an "unexpected" setback in consumer confidence and, yes, an "unexpected" decline in gasoline usage during peak driving season. None of this is unexpected, just the work of more mini-cycles. 
Eurodollar University's conversation w/Steve Van Metre
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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
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https://www.cnbc.com/video/2026/08/14/retail-sales-unexpectedly-fell-in-july.html
https://www.cnbc.com/video/2026/08/14/a-big-miss-on-retail-sales-in-july-heres-what-to-know.html
https://www.facebook.com/Reuters/videos/amazon-prime-day-to-gauge-us-consumer-strain/3972193316417707/
https://www.youtube.com/watch?v=yx7q-tX-BQY
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

Record decline in Chinese bank loan flows is only where this starts. It's what China's government did in response in announcing a major financial crackdown that really matters. Combined with the latest macro data, it is all leading to another real world example exposing the fallacy of interest rates. 
Eurodollar University's Money & Macro Analysis
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