Geopolitics
Norway’s $2.3-trillion sovereign fund proposes large cuts to U.S. Treasury holdings - The Globe and Mail
Norway’s $2.3-trillion sovereign fund proposes large cuts to U.S. Treasury holdings - The Globe and Mail
Denarius Prime
Markets
Rising gold price and spiking global yields reflect investor fears about skyrocketing debt levels – Invesco’s Hamilton - KITCO
Rising gold price and spiking global yields reflect investor fears about skyrocketing debt levels – Invesco’s Hamilton - KITCO
Energy
US Grip on Venezuelan Oil Threatens Billions Owed to China - Bloomberg.com
US Grip on Venezuelan Oil Threatens Billions Owed to China - Bloomberg.com
Markets
Dutch Central Bank Cuts Gold Reserves in U.S., Citing ‘Geopolitical Unrest’ - The New York Times
Dutch Central Bank Cuts Gold Reserves in U.S., Citing ‘Geopolitical Unrest’ - The New York Times
Geopolitics
Norway sovereign wealth fund proposes cutting U.S. Treasury holdings - qz.com
Norway sovereign wealth fund proposes cutting U.S. Treasury holdings - qz.com
Macro
Putin's adviser acknowledged capital flight from Russia - UA.NEWS
Putin's adviser acknowledged capital flight from Russia - UA.NEWS
Macro
The Fat Pipe Sept 4th 2026: More Lies, US At Peak Oil, Bond Vigilantes Arrive, Copper Shortages, & Grab Bag
Thankfully, bombing in the Persian Gulf has quieted down. Here's what I've scouted up for you since Monday.
Energy
Iran Says It's Found Ways to Dodge U.S. Oil Blockade
Iran pursues various tactics to bypass the U.S. blockade, which President Trump reimposed in the middle of July after the deal to make a deal collapsed, according to Iranian Oil Minister Mohsen Paknejad. “The oil industry has not sat idle and has not stopped,” Iranian media quoted the minister as sa
Geopolitics
Manager of Norway's USD 2.3tln sovereign oil fund has proposed an overhaul of its government bond portfolio that could see it cut its holdings of US Treasuries by about USD 80bln as it looks to other types of debts to try to boost returns, according to FT
Manager of Norway's USD 2.3tln sovereign oil fund has proposed an overhaul of its government bond portfolio that could see it cut its holdings of US Treasuries by about USD 80bln as it looks to other types of debts to try to boost returns, according to FT - newsquawk.com
Crypto
IMF confirms El Salvador’s bitcoin growth was funded by private donations, not public money
The IMF confirmed that all bitcoin added to official holdings since June 2025 was sourced from private donations, with no public funds used for accumulation.
Energy
ADNOC Keeps Loading LNG as Hormuz Risks Intensify - Crude Oil Prices Today | OilPrice.com
ADNOC Keeps Loading LNG as Hormuz Risks Intensify - Crude Oil Prices Today | OilPrice.com
Markets
Alamos Gold CEO: Some are losing confidence in storing their gold in the U.S. - CNBC
Alamos Gold CEO: Some are losing confidence in storing their gold in the U.S. - CNBC