macro
The Fat Pipe Aug 24th, 2026: It’s Iranian Sanction Day, The Continuing Oil Crisis, Bessent Scrambles, & Grab Bag
I scour the news so you don't have to. Here's what's important to know that's transpired since last Friday...
Latest
macro
Every $4,000 rise in gold allows $1 trillion more for U.S. TGA buybacks, Luke Gromen notes - Traders Union
Every $4,000 rise in gold allows $1 trillion more for U.S. TGA buybacks, Luke Gromen notes - Traders Union
Markets
Monetary historian says US Treasury fragility points to sudden dollar shift - KITCO
Monetary historian says US Treasury fragility points to sudden dollar shift - KITCO
Crypto
Financial repression: The new buzzword for bitcoin bulls
Your day-ahead look for Aug. 24, 2026
Energy
Natural Gas and Oil Forecast: WTI, Brent Pull Back as Iran Sanctions Intensify - FXEmpire
Natural Gas and Oil Forecast: WTI, Brent Pull Back as Iran Sanctions Intensify - FXEmpire
Markets
Dollar hovers near multi-month lows as debt nerves unnerve investors
Dollar hovers near multi-month lows as debt nerves unnerve investors
macro
What Bitcoin’s 22% week says about fiscal dominance - EnterpriseAM
What Bitcoin’s 22% week says about fiscal dominance - EnterpriseAM
Markets
Fidelity Fund Doubles Gold Holdings on Uncertainty Over Fed - Bloomberg.com
Fidelity Fund Doubles Gold Holdings on Uncertainty Over Fed - Bloomberg.com
Markets
Zanjani Launches Private Gold Market Despite Central Bank Warnings - IranWire
Zanjani Launches Private Gold Market Despite Central Bank Warnings - IranWire
Geopolitics
The Sovereign Collateral Crisis: U.S. Debt-to-GDP, Gold Backing, and the Re-Anchoring of Fiat Reserves by Amit Gupta, Kedia Advisory - Investment Guru India
The Sovereign Collateral Crisis: U.S. Debt-to-GDP, Gold Backing, and the Re-Anchoring of Fiat Reserves by Amit Gupta, Kedia Advisory - Investment Guru India
Crypto
Ray Dalio says investors should own ‘a bit of Bitcoin’ as U.S. debt risks rise
The Bridgewater founder says recent Treasury-market stress fits his long-running debt-crisis framework, though he still prefers gold as the bigger hedge.
Markets
Record gold prices outpace rising mining costs in Q1’26 | Post by Oliver Blagden | Insights - World Gold Council
Record gold prices outpace rising mining costs in Q1’26 | Post by Oliver Blagden | Insights - World Gold Council