Geopolitics
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
Latest
macro
IMF Working Papers Volume 2026 Issue 157: The Generalized Jevons Paradox and the Future of Energy (2026) - IMF eLibrary
IMF Working Papers Volume 2026 Issue 157: The Generalized Jevons Paradox and the Future of Energy (2026) - IMF eLibrary
Markets
Wall Street cautious after gold’s lack of follow-through, Main Street bullish with Fed decision on deck - KITCO
Wall Street cautious after gold’s lack of follow-through, Main Street bullish with Fed decision on deck - KITCO
Crypto
Russia’s largest bank Sberbank plans crypto trading infrastructure by December
New regulations for crypto trading, custody, and settlement in Russia take effect Sept. 1, with requirements for licensed intermediaries applying from July 2027.
Energy
Houthis claim attack on Saudi oil refinery as Iran war widens to Red Sea - The Washington Post
Houthis claim attack on Saudi oil refinery as Iran war widens to Red Sea - The Washington Post
Energy
EU Backs Off Methane Rules as Energy Security Fears Mount
The European Commission (EC) has informed EU governments that they should waive penalties for oil and gas companies that breach its methane emissions law for the next three years, owing to pressure from the United States government to scrap the rules. While the decision is not binding, many member s
Markets
Gold Holds Firm on China Demand, Hong Kong 10x Vault Expansion - SD Bullion
Gold Holds Firm on China Demand, Hong Kong 10x Vault Expansion - SD Bullion
macro
Houthis Hit 400k-bpd Jazan Refinery, US Blacks Out Gulf Satellites, Commodities Feel the Squeeze
Today's Digest covers strikes on Saudi and Russian refineries, Red Sea tanker detours, Iran war, US strikes and blackouts, commodity price squeezes, AI public wealth fund survey, Fabian Society and Polymarket analyses.
opinion
Stocks, Manure, Gold, and Socialism: Markets and Bad Ideas
Mark Thornton updates the Stocks versus Manure contest, then explains why gold’s correction may be temporary, and why democratic socialism attracts young voters with failed answers to real problems.
Energy
Saudi Oil Can Still Get Out — But It Won’t Be Cheap or Easy - Bloomberg.com
Saudi Oil Can Still Get Out — But It Won’t Be Cheap or Easy - Bloomberg.com
Markets
Investors increase bets on Federal Reserve rate rise after oil price surge
Sharp increase in energy prices means next week’s US central bank meeting is ‘live’, investors say
macro
Michael Pettis: State-backed investors fund over 90 percent of China private equity - Traders Union
Michael Pettis: State-backed investors fund over 90 percent of China private equity - Traders Union