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    Delinquencies finally up some. Fed can stop...

    Delinquencies finally up some. Fed can stop raising rates. It takes awhile for it to all ripple through, then some rate cuts to buy votes later.
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    25,740

    They are calling credit conditions a slow burn...

    They are calling credit conditions a slow burn from world S&P global perspective. China for instance has always been tight, their people are known to save 30% of their incomes. The bankers latest...
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    I wonder if people are using CC to pay CC off...

    I wonder if people are using CC to pay CC off again, not sure as I don't get any of that kind of stuff in the mail anymore for some reason. I'm kind of a deadbeat and hold no debt. I just get...
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    This, and a few months ago they were talking...

    This, and a few months ago they were talking raising prices, and exports increasing.

    https://www.businessoffashion.com/news/luxury/swiss-watch-exports-to-us-suffer-first-drop-in-two-years/

    ...
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    Loan loss provisions are going to go up. It...

    Loan loss provisions are going to go up. It sounds like commercial RE problems this go around. Once they crash it, then they'll buy it, and either remodel or convert into mixed use properties,...
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    The bankruptcies to get rid of 1 trillion in CC...

    The bankruptcies to get rid of 1 trillion in CC debt will be interesting. Guys I know who live with their trash girls say they will be doing bankruptcy, they stay home, don't work, gamble, drink,...
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