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Armchair Banker
Armchair Banker

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Published in

DataDrivenInvestor

·Pinned

More Pain in the Pump to Come?

Powell did the predictable and hiked rates another 25 bps. This comes as another paper empire collapses, which is First Republic Bank, which was taken over by JP Morgan. Regardless of how levered the US financial system is (which is THE US WHOLE US ECONOMY), Powell is set on fighting…

Oil

2 min read

More Pain in the Pump to Come?
More Pain in the Pump to Come?
Oil

2 min read


Published in

DataDrivenInvestor

·Pinned

OPEC Made the Fed’s Life Much Harder

OPEC has done it again. OPEC+ has agreed to cut oil production by a million barrels a day. Combined with previous cuts, OPEC+’s total oil cuts have come up to 2 million barrels a day. This is 3% of total global oil production. OPEC is already pledging additional production cuts…

Economics

9 min read

OPEC Made the Fed’s Life Much Harder
OPEC Made the Fed’s Life Much Harder
Economics

9 min read


Published in

DataDrivenInvestor

·Mar 28

Is the Fed Breaking Something Big This Time?

After years of ZIRP and QE, to fight inflation (mostly due to supply chain issues thanks to offshoring manufacturing and Western sanctions on Russia), Western Central Banks are finally fighting back by raising rates. This is breaking everything and anything. Everything from the British Pension System, Crypto, Tech stocks, Regional…

Retirement

3 min read

Is the Fed Breaking Something Big This Time?
Is the Fed Breaking Something Big This Time?
Retirement

3 min read


Published in

DataDrivenInvestor

·Mar 27

Credit Suisse and the Death of Swiss Banking

It is truly an end of an era in Swiss Banking. The once venerable Swiss Banking institution, Credit Suisse, is being taken over by UBS for less than a $1/share. This of course comes with help from the Swiss National Bank, which provided $100 billion in liquidity to UBS to…

Banking

6 min read

Credit Suisse and the Death of Swiss Banking
Credit Suisse and the Death of Swiss Banking
Banking

6 min read


Published in

DataDrivenInvestor

·Mar 20

A Geopolitical Earthquake Just Shuttered the World

While everyone was focused on the banking crisis affecting the West (first started with Silicon Valley Bank and has now spread to Credit Suisse), a geopolitical earthquake just shuttered the world. China brokered a game changing peace deal between two arch enemies in West Asia. These two countries are Saudi…

China

6 min read

A Geopolitical Earthquake Just Shuttered the World
A Geopolitical Earthquake Just Shuttered the World
China

6 min read


Published in

DataDrivenInvestor

·Mar 14

Bitcoin is More Important than Ever

I went to Turkey last summer (highly recommend a trip if you haven’t been) and I took this picture. This was in Istanbul. There are so many small boutiques and kiosks like this where one can exchange cash for Bitcoin, or any other token. This did not surprise me at…

Bitcoin

2 min read

Bitcoin is More Important than Ever
Bitcoin is More Important than Ever
Bitcoin

2 min read


Published in

DataDrivenInvestor

·Mar 13

Lehman 2.0

It’s happening!!! The system is breaking. Yesterday (Friday March 10th), the 16th largest bank in the United States just went belly up. The largest bank failure since the GFC and second largest bank failure ever in recorded history just happened yesterday. What happened was a classic bank-run combined with its…

Silicon Valley

5 min read

Lehman 2.0
Lehman 2.0
Silicon Valley

5 min read


Published in

DataDrivenInvestor

·Mar 10

Welcome to the “House Always Wins” Economy

Everyone is abuzz about the housing market. 30-year mortgage rates just passed 7%, which is at a 20-year all-time high. Existing home sales have plunged by 37%. Many claim that Powell raising rates (which look like he plans to raise rates even further) are hurting the middle class. These rate…

Student Loans

6 min read

Welcome to the “House Always Wins” Economy
Welcome to the “House Always Wins” Economy
Student Loans

6 min read


Published in

DataDrivenInvestor

·Mar 4

Putin Exposed the Flaws of the Western Economy

President Putin had his state of the nation speech, and it was a must watch for any geopolitical analyst. He expressed everything from Russia’s special military operation in Ukraine, the economy, to culture. To quote a part of his speech: “They planned to crush the ruble, they failed, they planned…

Russia

4 min read

Putin Exposed the Flaws of the Western Economy
Putin Exposed the Flaws of the Western Economy
Russia

4 min read


Published in

DataDrivenInvestor

·Feb 21

The Saudis See the Writing on the Wall

One of the biggest news from Davos this January was the Saudi finance minister’s remarks to Bloomberg. In this interview, the Saudi finance minister said that the country is open to settling its trade with other currencies. In one interview, the Saudis killed the PetroDollar. The minister mentioned in his…

Saudi Arabia

3 min read

The Saudis See the Writing on the Wall
The Saudis See the Writing on the Wall
Saudi Arabia

3 min read

Armchair Banker

Armchair Banker

405 Followers

Passionate about finance, investing, crypto, tech, and what’s happening in the world. Lifelong learner | https://armchairbanker.substack.com/

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