Macro
Bonds are a buy only if U.S. spending is cut, Luke Gromen argues - Traders Union
Bonds are a buy only if U.S. spending is cut, Luke Gromen argues - Traders Union
opinion
Markets
Gold and Bitcoin Rise on Dollar Debasement and Stall When It Ends - stonex.com
Gold and Bitcoin Rise on Dollar Debasement and Stall When It Ends - stonex.com
Macro
Brussels’ Version of Democracy: Pick a Bird
Europeans finally get to vote! Brussels has discovered democracy. Do they get to vote on the war in Ukraine? No. Immigration? No. Sanctions on Russia? No. The endless climate regulations coming out of Brussels? No. Do they get a referendum on whether they even WANT the European Union to continue swa
Markets
Oil Is $100, The 10-Year Is Near 5%. Why Doesn’t The Stock Market Care?
Oil Is $100, The 10-Year Is Near 5%. Why Doesn’t The Stock Market Care?
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
Macro
Drone Damaged Saudi Oil Pipeline Down for 3-5 Weeks. Wait! How Long?
4 million barrels per day are now offline, likely for months, not weeks.
Geopolitics
Lacalle Warns ECB and Fed Tightening Risks Credit Crunch as Sovereign Debt Pressures Mount - VT Markets
Lacalle Warns ECB and Fed Tightening Risks Credit Crunch as Sovereign Debt Pressures Mount - VT Markets
Markets
The 10-Year Treasury Yield Briefly Makes it over 5%. Last Time, 5% Instantly Opened the Floodgates of Demand
But 5% was considered normal to low in the decades before the Fed’s financial repression kicked off in 2008.
Macro
The Fat Pipe 9/14/26: A Drastic Blow to Oil Supplies, the War Comes Home, Russia Takes the Gloves Off, and Grab Bag
The is she most important Fat Pipe since the war began. Things just took a massive shift for the worse, and we'll be struggling with the consequences for the remainder of the winter at least, especially Europe.
Markets
Gold faces rising yield threat as 10-year Treasury approaches 5%, but debasement demand provides support - KITCO
Gold faces rising yield threat as 10-year Treasury approaches 5%, but debasement demand provides support - KITCO
Geopolitics
Gold is the 'North Star' in a world drowning in debt - Sprott’s Ryan McIntyre - KITCO
Gold is the 'North Star' in a world drowning in debt - Sprott’s Ryan McIntyre - KITCO
Geopolitics
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow