Jim Willie, editor of the Hat Trick Letter, claims the UK gilt, Euro bond, and US Treasury bond are now considered impaired assets, with the Euro bond being the lowest on the pole. He warns that if the current war is not resolved within a month or two, an inflationary depression will explode, leading to economic collapse and mass bankruptcies. Willie also predicts food shortages in the US by October due to reduced planting and rising distribution costs. He discusses the geopolitical implications of Iran-China oil deals, the impact of rising diesel prices, and the strategic importance of UAE pipelines bypassing the Strait of Hormuz.
In this 29 Jult 2026 published video, host Michael Bordenaro talks about how corporate landlords are aggressively offloading single-family rentals due to a massive regulatory shift and deteriorating returns. Institutional investors owning more than 350 homes represent roughly 40 percent of all net housing sales year-to-date, driving a massive wave of price cuts.
