opinion
Deregulation Is the Only Hope For Big Government - SchiffGold.com
Deregulation Is the Only Hope For Big Government - SchiffGold.com
opinion
Energy
Washington Needs This LNG Deal More Than Beijing Does
Xi Jinping arrives in Washington September 24, prepared to discuss reviving a $6 billion-a-year trade in US liquefied natural gas, contingent on lifting a 15% Chinese tariff that has blocked American gas since Q1 2025. Iranian missiles destroyed 17% of Qatar's LNG export capacity in March, and China
Markets
‘Gold is worth around $5k’ as the yellow metal ‘has gone from a pure play on real rates to a pure play on liquidity’ – Fidelity’s Timmer - Kitco
‘Gold is worth around $5k’ as the yellow metal ‘has gone from a pure play on real rates to a pure play on liquidity’ – Fidelity’s Timmer - Kitco
Markets
Gold’s investment case has fundamentally changed, and rising yields are no longer a dealbreaker - FTSE Russell’s De - Kitco
Gold’s investment case has fundamentally changed, and rising yields are no longer a dealbreaker - FTSE Russell’s De - Kitco
macro
Dave Collum: CPI averaged 2.0% since 2000 while M2 growth hit 6.5% - Traders Union
Dave Collum: CPI averaged 2.0% since 2000 while M2 growth hit 6.5% - Traders Union
Geopolitics
Why Governments and Institutions Are Putting Sovereign Debt Onchain - HackerNoon
Why Governments and Institutions Are Putting Sovereign Debt Onchain - HackerNoon
Crypto
Jim Bianco: Macro Outlook, The 4th Turning and Bitcoin Adoption
Bitcoin Magazine Jim Bianco: Macro Outlook, The 4th Turning and Bitcoin Adoption The Fed just hiked for the first time in more than three years, and Jim Bianco of Bianco Research says the bond market had been signaling this was necessary for two years. This post Jim Bianco: Macro Outlook, The 4th T
macro
Sanctions Have Become Economic Warfare
Trump has now signed the sweeping Russia sanctions legislation championed by the late Senator Lindsey Graham. The bill passed the Senate 86-11 and the House 262-159, targeting Russian officials, banks, and the so-called shadow fleet transporting Russian energy. But the most dangerous provision is no
macro
Bessent Tells Japan to Do What Washington Refuses to Do
Treasury Secretary Scott Bessent is now pressuring Japan to rein in government spending and restore credibility with the bond market as Japanese yields surge. Reuters reports that Bessent confronted Japanese officials over what Washington sees as an inconsistent combination of aggressive fiscal spen
Crypto
Treasury Secretary Scott Bessent champions dollar dominance across global markets and stablecoins
Bessent pushed back against a bearish assessment of the U.S. economy highlighting strong growth, foreign demand for American assets and continued dollar dominance.
macro
Bessent Destroying the Dollar
Bessent is seriously a danger to the entire world economy. He has been groomed in the world of manipulating markets and thinks he is omnipotente and he is “THE HOUSE” and whatever he declarers shall take place like some third world dictator. This constant using the ollar as a geopolitical weapon is
Markets
Higher rates aren’t breaking gold as structural forces provide a solid floor - Standard Chartered - KITCO
Higher rates aren’t breaking gold as structural forces provide a solid floor - Standard Chartered - KITCO