macro
The UK Crypto APPG Inquiry: Banking Access, De-Risking, and Capital Flight - Bobsguide
The UK Crypto APPG Inquiry: Banking Access, De-Risking, and Capital Flight - Bobsguide
opinion
Markets
Gold is having its best month since 1999. A former banker told me most people still aren't protected - KITCO
Gold is having its best month since 1999. A former banker told me most people still aren't protected - KITCO
Geopolitics
Wall Street Restarts Dollar Devaluation Trade: Gold Surges, Emerging Market Currencies Rally — But Fed Support Still Needed - KuCoin
Wall Street Restarts Dollar Devaluation Trade: Gold Surges, Emerging Market Currencies Rally — But Fed Support Still Needed - KuCoin
Energy
From Hormuz to the Caucasus: The New Geography of Energy Security - War on the Rocks
From Hormuz to the Caucasus: The New Geography of Energy Security - War on the Rocks
macro
CBDCs Controlling the Debt Market
India is preparing to launch its first tokenized corporate bond in September, and this experiment exposes where the digital monetary system is ultimately heading. The bonds will be issued by REC, a state-owned power financier, in an offering worth less than 5 billion rupees, or approximately $57 mil
Geopolitics
Gold back on path to $5,000/oz as U.S. debt fears rise, Natixis says (GLD:NYSEARCA) - Seeking Alpha
Gold back on path to $5,000/oz as U.S. debt fears rise, Natixis says (GLD:NYSEARCA) - Seeking Alpha
macro
The CBDC Ban Expires with the Economic Confidence Model in 2030
The United States has become the first nation to prohibit its central bank from creating a central bank digital currency, but Congress quietly placed an expiration date on that protection. The prohibition covers both retail and intermediated CBDCs, yet it expires at the end of 2030. That means the d
Energy
U.S. ‘Economic D-Day’ Targets More Than Just Iranian Oil - The New York Times
U.S. ‘Economic D-Day’ Targets More Than Just Iranian Oil - The New York Times
Markets
The 'debasement trade' returns after Bessent bond maneuver. Crypto and gold are back in style - CNBC
The 'debasement trade' returns after Bessent bond maneuver. Crypto and gold are back in style - CNBC
Markets
Gold & Bitcoin Rally Together as the Debasement Trade Returns - ETF.com
Gold & Bitcoin Rally Together as the Debasement Trade Returns - ETF.com
Markets
The drip-drip US debt crisis
Rising deficits and debt-servicing costs no longer seem to have the power to restore prudence
opinion
Two Japan Bond Auctions Pose Next Threat to US Treasury Yields
The US and Japanese bond markets have become increasingly intertwined in recent years as investors grapple with rising government debt and greater volatility.