Eurodollar University

Most people believe the private-credit mess has gone away – because that’s what you’re led to believe. It has been roughly a year since Tricolor and First Brands became the warning signs—the first cockroaches suggesting something much larger might be hiding inside the walls of private lending. And because there hasn’t been a dramatic collapse since then, the assumption is that the industry absorbed the losses, restricted a few withdrawals, and moved on.
But the truth is almost the exact opposite.
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.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

Everyone believes the energy shock is about oil. It isn’t. The most important price in energy today isn’t really the price of crude. It is the difference between crude oil and the fuel made from it—a number known as the crack spread.
And for diesel, that spread has absolutely exploded to record highs. Now what?
CHAPTERS:
0:00: It's Not Oil, It's Diesel
1:45: Crude vs Diesel and the Refinery Bottleneck
5:27: The Crack Spread Explained
7:13: Falling Fuel Demand
10:38: The Weakening Labor Market
13:31: Why Refiners Can't Just Make More
15:45: Retailers Are Cutting Prices
17:48: Peak Season, Record-Low Diesel Supply
19:13: Demand Destruction, Not Inflation
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
----------------------------------------------------------------------------------
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.youtube.com/watch?v=mbyK0zBmUdk
https://www.facebook.com/FreightWaves/videos/fuel-surcharges-hit-post-war-high/995362180202422/
https://www.facebook.com/yahoofinance/videos/us-diesel-is-at-its-highest-price-since-peaking-in-april-during-the-initial-phas/1983606939022118/
https://www.youtube.com/watch?v=KV9WNbDYvas
https://www.youtube.com/watch?app=desktop&v=l62qGJkGRgg
https://www.youtube.com/watch?v=gSOyHFh0JeQ
https://www.facebook.com/KIII3News/videos/one-of-the-first-new-us-refineries-in-decades-set-to-break-ground-in-san-patrici/28365786599721611/
https://www.facebook.com/FreightWaves/videos/us-diesel-exports-smash-records-economic-impact/2210266723100605/
https://www.wsj.com/business/energy-oil/trump-wants-big-oil-to-build-more-refineries-thats-a-tough-sell-54666292
https://www.bloomberg.com/news/articles/2026-07-19/us-oil-refiners-are-running-so-hard-they-are-risking-breakdowns
https://www.facebook.com/cnbc/videos/america-is-building-its-first-new-oil-refinery-in-nearly-50-years/1771239487664827/
https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/090126-us-gulf-coast-diesel-prices-hit-all-time-high-amid-global-supply-disruptions
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

J-Hole jolted the markets, only to have Warsh's J-Hole narrative jolted right back with JOLTS. Caught in between are interest rates which nobody seems to have a handle on even though the answers are right there in Treasury Secretary Bessent's words and the latest European inflation. 
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
----------------------------------------------------------------------------------
Eurodollar University Live 2
October 9-12, West Palm Beach, Florida
40 seats exist. Application only.
https://eurodollar-university.com/edu-conference-2026
----------------------------------------------------------------------------------
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 China trying to bail out it's beleaguered real estate market? That seems to be the case with the latest schemes aimed at stabilizing the sector. The timing isn't a surprise nor is the degree of help Beijing aims to offer given the state of banks and the economy over there. 
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
----------------------------------------------------------------------------------
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.facebook.com/Canal.Macau/videos/back-in-china-fresh-property-easing-measures-across-chinas-top-tier-metropolises/2113122509290529/
https://www.youtube.com/shorts/AeVh2LvDwOM
https://www.cnbc.com/video/2025/11/26/chinas-property-sector-will-be-significantly-smaller-deflation-fixed-asset-investments.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

Japan just spent $100 billion rescuing the yen. Not over several years. Not during some historic financial crisis. In less than one month. This wasn’t just Japan acting alone, either. But now the yen is right back down past 160 again. What does this mean...for the dollar?
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
----------------------------------------------------------------------------------
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.reuters.com/video/watch/idRW277003082026RP1/
https://www.youtube.com/watch?v=jhxGRk4Y66k
https://www.bloomberg.com/news/articles/2026-08-27/nippon-life-is-open-to-becoming-net-jgb-buyer-next-fiscal-year
https://www.youtube.com/watch?v=I8SloCADP0s
https://www.youtube.com/watch?v=euKfGWemB4A
https://www.bloomberg.com/news/articles/2026-06-04/japan-s-foreign-securities-fall-76-billion-after-intervention
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