opinion
Schiff w/ Grabarskyy: Consumer Confidence is Cratering - SchiffGold.com
Schiff w/ Grabarskyy: Consumer Confidence is Cratering - SchiffGold.com
Denarius Prime
Crypto
Morgan Stanley’s Amy Oldenburg: The Digital Gold Investment Case for Bitcoin
Bitcoin Magazine Morgan Stanley’s Amy Oldenburg: The Digital Gold Investment Case for Bitcoin Bitcoin's digital gold case is strong, says Morgan Stanley’s Amy Oldenburg, but she wants less tech risk correlation and more gold-like trade behavior. This post Morgan Stanley’s Amy Oldenburg: The Digital
Energy
Global Gas Crunch Makes Europe’s Remaining Coal Plants Profitable
The global LNG supply crunch has made Europe’s last-standing coal-fired power plants profitable this year as gas supply costs soar while the need for conventional generation to stabilize grids remains. In Germany and Poland, which host most of the remaining operational or back-up-ready coal power ca
Macro
The Critical Research & Intelligence Briefing (CRIB): Oil Shortages Worsen, CCC Bonds Tanking, and the AI Bubble Is in Trouble.
I've renamed this report...but it's the same as ever - the data and insights I've gleaned from the week to give you an edge and a proper grounding in what's actually happening so you can make decisions.
Geopolitics
Vincent Boland: The rich world has a spiralling sovereign debt problem, and no solutions - Business Post
Vincent Boland: The rich world has a spiralling sovereign debt problem, and no solutions - Business Post
Geopolitics
Analysis-Europe’s bond market turmoil shines a spotlight on hedge funds’ role in key markets - WKZO
Analysis-Europe’s bond market turmoil shines a spotlight on hedge funds’ role in key markets - WKZO
Energy
South Korea Turns Back to Coal as LNG Crisis Deepens
Soaring prices of spot LNG supply amid the lack of Middle Eastern deliveries have pushed South Korea to rely more on coal-fired power generation in the coming winter, despite its pledge to shift away from fossil fuels. Like all other Asian importers, South Korea, the world’s third-largest LNG buyer
Macro
Ailing Shilling forces BoU into emergency policy tightening amid $200m capital flight - Daily Monitor
Ailing Shilling forces BoU into emergency policy tightening amid $200m capital flight - Daily Monitor
Markets
Why is China buying up gold? - Al Jazeera
Why is China buying up gold? - Al Jazeera
Energy
Global Fuel Oil Shortage Deepens as Middle East and Russia Supplies Collapse
Global fuel oil supply is shrinking while demand for the fuel from the shipping industry remains robust, suggesting further supply pain down the road. Exports of high-sulfur fuel oil from the Middle East are running at a rate that is at least 800,000 tons a month lower than it was before the war, th
Markets
Bets on Fed rate hold in October strengthen after Warsh comments
US central bank chair says economy has ‘broadly conformed with our expectations’ since rate increase in September
Geopolitics
Governments globally to turn to non-dollar bonds amid AI-driven liquidity crunch, Citi banker says - WTVB
Governments globally to turn to non-dollar bonds amid AI-driven liquidity crunch, Citi banker says - WTVB