Markets
‘The math is on gold’s side’: Larry Lepard sees rising debt forcing currency debasement - KITCO
‘The math is on gold’s side’: Larry Lepard sees rising debt forcing currency debasement - KITCO
Latest
Macro
Luke Gromen: USD reserve system relies on Chinese manufacturing for U.S. military support - Traders Union
Luke Gromen: USD reserve system relies on Chinese manufacturing for U.S. military support - Traders Union
Energy
U.S. In Talks To Take Direct Ownership Of Venezuelan Oil Fields
The Trump administration is reportedly in active discussions with Venezuela’s interim government to acquire a direct U.S. ownership stake in key Venezuelan oil fields. According to senior U.S. officials cited by Axios, the talks involve equity stakes in a select group of high-yield fields containing
Energy
TotalEnergies Exits Russia’s Sanctioned Arctic LNG 2 Project
French oil and gas supermajor TotalEnergies has completed the transfer of its 10% stake in the Arctic LNG 2 to operator Novatek, ending its participation in the sanctioned Russian export project. TotalEnergies on Thursday confirmed that the transfer of its 10% interest in Arctic LNG 2 to NordLine, a
Markets
Gold approaches $4,600/oz after U.S. weekly jobless claims fall to 203k - KITCO
Gold approaches $4,600/oz after U.S. weekly jobless claims fall to 203k - KITCO
Markets
Gold’s Niche Status Means Big Upside If Investors Pile In - Bloomberg
Gold’s Niche Status Means Big Upside If Investors Pile In - Bloomberg
Geopolitics
Gold momentum returns as global sovereign yields reprice - KITCO
Gold momentum returns as global sovereign yields reprice - KITCO
Macro
Fed Grapples with “Fiscal Dominance” Taboo at Jackson Hole - La Voce di New York
Fed Grapples with “Fiscal Dominance” Taboo at Jackson Hole - La Voce di New York
Markets
Gold Bitcoin Rally Together as the Debasement Trade Returns
Gold Bitcoin Rally Together as the Debasement Trade Returns
Macro
Bond Markets Test $40T US Credibility, Saudi Nuclear Deal Heads to Congress, Another Russian Refinery Hit
Today's Digest covers U.S. bonds, Saudi nuclear deal, Israel space arms, China cyber ops, Iran media targets, oil costs in India and Japan, Meta age verification, Amish NY exodus, Portugal face-covering ban, UK conversions to Islam.
Geopolitics
On the Road to a French Sovereign Debt Crisis - American Enterprise Institute - AEI
On the Road to a French Sovereign Debt Crisis - American Enterprise Institute - AEI
Macro
Who Will Win the Trade War Between the US and Canada?
We know the answer already, China.