Eurodollar University

Stocks are heading for Crash of '87 repeat? Michael Burry thinks that could be the case as the Big Short investor sees a number of parallels. One that most people wouldn't necessarily think of just reared its ugly head again. The cockroaches are back. 
Eurodollar University's Money & Macro Analysis
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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.cnbc.com/2026/08/04/michael-burry-bets-against-rally-we-are-near-a-major-top.html
https://www.bloomberg.com/news/articles/2026-08-02/jefferies-faces-fresh-trouble-at-fund-it-was-already-shuttering
https://www.bloomberg.com/news/articles/2026-08-04/credit-braces-for-fallen-angels-as-100-billion-trades-like-junk

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 30-year long bond recently hit its highest yield in nineteen years. This is a significant development, but not for the reasons anyone has heard. And we've seen this before, so the big message is how the yield got to where it is, not where it is. 
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

Head to https://gamma.yt.link/HgbZu2P to check out GAMMA and start designing today!
Reports say the US intervened in yen markets, selling euros and buying JPY. It raises several questions: Is the United States bailing out the yen? Why? Why now? Unlike currency manipulation, the answers are surprisingly easy. It's what they amount to that's hard. 
Eurodollar University's conversation w/Steve Van Metre
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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.youtube.com/watch?v=HvaYFs93hao
https://www.youtube.com/watch?v=o3-OJEsqc8g
https://www.bloomberg.com/news/videos/2026-07-31/japan-preempts-market-with-yen-intervention-video
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 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
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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
----------------------------------------------------------------------------------
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