Macro
The Gold Supercycle Is Just Starting, and Miners Haven't Caught Up - TradingView
The Gold Supercycle Is Just Starting, and Miners Haven't Caught Up - TradingView
Macro
Geopolitics
Egypt balances rising energy costs with plans to cut external debt by up to $2B annually - Egypt Today
Egypt balances rising energy costs with plans to cut external debt by up to $2B annually - Egypt Today
Macro
Trade Deficit Leaps 24.4 percent, Highest on Record Excluding Tariff Distortions
Tariffs did not and will not fix the trade deficit.
Macro
U.S. off-balance sheet liabilities now total $3 trillion annually, Luke Gromen notes - Traders Union
U.S. off-balance sheet liabilities now total $3 trillion annually, Luke Gromen notes - Traders Union
Macro
Dutch Remove 86 Tonnes of Gold from US/Canada, China Approves Brain-Computer Interface
Today's Digest covers Dutch gold, yen risks, agricultural prices, mind-reading, Nepal floods, Japan fires, Russia-Iran missile support, Ben-Gvir video, COVID lies, China solar, Clancy trial, socialism vote, Kirk murder trial, ID leak.
Geopolitics
Some G20 differences remain over imbalances, sovereign debt, US Treasury official says - marketscreener.com
Some G20 differences remain over imbalances, sovereign debt, US Treasury official says - marketscreener.com
Macro
Iran says it has enough reserves as currency crisis deepens - AnewZ
Iran says it has enough reserves as currency crisis deepens - AnewZ
Macro
The Netherlands Is Moving Its Gold as Trust in the Financial System Collapses
The Netherlands is moving a substantial portion of its gold reserves out of the United States and Canada and placing it in London. De Nederlandsche Bank will dress this up as an exercise in “tradability,” geographical diversification, and crisis preparedness, but central banks do not quietly rearran
Macro
Bitcoin Decoupling From Nasdaq, Says Grayscale as 'Debasement Trade' Comes Into Focus: Rising Debt, Deficit 'Pushing' Investors to BTC, Gold - TradingView
Bitcoin Decoupling From Nasdaq, Says Grayscale as 'Debasement Trade' Comes Into Focus: Rising Debt, Deficit 'Pushing' Investors to BTC, Gold - TradingView
Macro
Bessent Destroying the Dollar
Treasury Secretary Scott Bessent threatened the entire world in perhaps the most authoritative speech that makes other nations hate Americans for this arrogance. Scott Bessent thinks he is still with Soros and can now really manipulate the world economy. Those who ask if I have any connection with
Macro
Bitcoin Decoupling From Nasdaq, Says Grayscale as 'Debasement Trade' Comes Into Focus: Rising Debt, Defic - Benzinga
Bitcoin Decoupling From Nasdaq, Says Grayscale as 'Debasement Trade' Comes Into Focus: Rising Debt, Defic - Benzinga
Macro
Iranian Rial Collapses as Exchange Rate Hits 2.22 Million Per Dollar - JFeed
Iranian Rial Collapses as Exchange Rate Hits 2.22 Million Per Dollar - JFeed