opinion

The Student Loan Bubble - Schiff Gold - content.schiffgold.com

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DW NOTE

The US holds $1.6 trillion in outstanding federal student loans — securitised debt the government issues to itself, then services at a loss while borrowers defer, default, or enter income-driven repayment plans that forgive the principal after twenty years. The government records the loans at face value as assets, even though collections run consistently below projections. It's a Ponzi structure: new loans fund the forgiveness on old ones, and the gap gets rolled into the deficit, which is already running at $1.25 trillion through fiscal 2026.

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The custody question: where are central banks storing gold? - OMFIF

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Bessent & Sovereign Debt Crisis

QUESTION: Marty, Bessent is plainly no trader. As you’ve pointed out, he’s spent far too long in the company of market manipulators. I remember your warning that rolling debt into shorter maturities only deepens future fragility. And as you put it, it’s Groundhog Day on repeat. So the question is: d

10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges

It's not a good day in the markets, Here's a recap.

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The custody question: where are central banks storing gold? - OMFIF

Saudi Oil Exports Plunge as Spread of War Shuts Off Shipping Routes - The New York Times

Bessent & Sovereign Debt Crisis

10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges