Geopolitics
BRICS 2026: India’s chairship and Global Souths push for endless war to end of war - The Tribune
BRICS 2026: India’s chairship and Global Souths push for endless war to end of war - The Tribune
opinion
Macro
Saudi Oil Production Collapses – This Is How the War Screws Everyone
Saudi Arabia just reported something that should scare the hell out of anyone who understands how the Middle East actually functions. According to Bloomberg, Riyadh told OPEC that crude production collapsed by 1.9 million barrels per day in August to just 6.238 million barrels per day, the lowest Sa
Macro
Matt Klein: China's $1 Trillion Surplus Is the Real Threat, and US Tariffs Are Pointed at the Wrong Countries - finance.biggo.com
Matt Klein: China's $1 Trillion Surplus Is the Real Threat, and US Tariffs Are Pointed at the Wrong Countries - finance.biggo.com
Geopolitics
BRICS 2026: India's chairship and Global South's push for "endless war to end of war" - indiagazette.com
BRICS 2026: India's chairship and Global South's push for "endless war to end of war" - indiagazette.com
Markets
Bond Market Has a Cow, Treasury Yields Spike across the Board, 10-Year Yield near 5%, 30-Year Yield at 5.37%
Lots of Bad Stuff all at once, topped off by Trump’s $1.35 Trillion Free-Money Promise, $5,000 for every adult American, at the worst possible time.
Macro
Here’s Why Gold and Silver Prices Are Dipping Right Now - CaptainAltcoin
Here’s Why Gold and Silver Prices Are Dipping Right Now - CaptainAltcoin
Geopolitics
Debasement Trade Gains Ground as Nations Reassess Dollars, Bonds, and Gold - Medium
Debasement Trade Gains Ground as Nations Reassess Dollars, Bonds, and Gold - Medium
Markets
Central bank gold moves are about repatriation, not liquidation – StoneX’s O’Connell - KITCO
Central bank gold moves are about repatriation, not liquidation – StoneX’s O’Connell - KITCO
Geopolitics
Bitcoin News: Bond Stress and Regulation Shape Armstrong’s $400K BTC Prediction - TradingView
Bitcoin News: Bond Stress and Regulation Shape Armstrong’s $400K BTC Prediction - TradingView
Markets
China’s End-Game for Gold: Connecting CHINESE Demand to GLOBAL Prices - SilverTrade
China’s End-Game for Gold: Connecting CHINESE Demand to GLOBAL Prices - SilverTrade
Markets
10-Year to 30-Year Treasury Yields Jump after Bessent Reveals Bond Buybacks for Tomorrow’s Auction
The hocus-pocus show falls flat. Well, OK, then.
Macro
China declines mandatory convertible bond registrations for developers, Michael Pettis notes - Traders Union
China declines mandatory convertible bond registrations for developers, Michael Pettis notes - Traders Union