Macro
The Dollar Doesn't Need to Die for Gold to Win - TradingView
The Dollar Doesn't Need to Die for Gold to Win - TradingView
Macro
Geopolitics
The Limits of Economic Coercion: U.S.-China Irregular Warfare in a Dollar-Centered System - Small Wars Journal
The Limits of Economic Coercion: U.S.-China Irregular Warfare in a Dollar-Centered System - Small Wars Journal
Macro
Jeremy Grantham "The AI Bubble Will Burst" 天气 (qF3gYbl0GA) - Mshale
Jeremy Grantham "The AI Bubble Will Burst" 天气 (qF3gYbl0GA) - Mshale
Macro
Fiscal Populism and Monetary Policy Rules, WP/26/167, August 2026 - International Monetary Fund | IMF
Fiscal Populism and Monetary Policy Rules, WP/26/167, August 2026 - International Monetary Fund | IMF
Macro
July CPI Report Not as Good as Numbers Look at First Glance
The consumer price index rose the expected 0.1 percent, but significant troubles lie ahead.
Macro
Diminishing Returns & Civilizational Decline: Refinery Strike Tally Hits 30, Aluminum Spikes, and AI Escapes
Today's Digest covers Iran's Hormuz blockade and Gulf energy attacks, Libya refinery strikes and Chinese crude, aluminum shortages and gold tokenization, AI agent sandbox escapes, and university grade reforms.
Geopolitics
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - energynow.ca
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - energynow.ca
Macro
Oil Markets Are Structurally Broken, and the Risks Are Mounting – with Mario Nawfal & Jim Puplava
Chris appears on Mario Nawfal’s show and Jim Puplava’s Financial Sense to discuss structurally broken oil markets, price suppression, depleting inventories, and rising geopolitical risks.
Macro
U.S. budget deficit jumps 48% compared to prior July, Lawrence Lepard notes - Traders Union
U.S. budget deficit jumps 48% compared to prior July, Lawrence Lepard notes - Traders Union
Macro
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Macro
Japan’s Currency Crisis Is Now America’s Problem Matt Shakman (GdaXSuehsn) - Mshale
Japan’s Currency Crisis Is Now America’s Problem Matt Shakman (GdaXSuehsn) - Mshale
Macro
Michael Pettis: Chinese banks boost U.S. dollar deposit rates to 4 percent - Traders Union
Michael Pettis: Chinese banks boost U.S. dollar deposit rates to 4 percent - Traders Union