Markets
Fool’s gold: How geopolitical risk is taking some of the shine off the US dollar - CEPR
Fool’s gold: How geopolitical risk is taking some of the shine off the US dollar - CEPR
opinion
Energy
The Commodity Bull Market Just Entered a Dangerous New Phase
Readers are familiar by now with the broad-based commodity rally, with energy, agricultural products and metals moving sharply higher as former Goldman Sachs commodities head Jeff Currie warned this summer of growing scarcity in the physical economy. The Bloomberg Commodity Index has climbed to leve
Markets
Ron Paul says the people should own the gold, not the government - KITCO
Ron Paul says the people should own the gold, not the government - KITCO
Macro
Bessent & Sovereign Debt Crisis
QUESTION: Marty, Bessent is plainly no trader. As you’ve pointed out, he’s spent far too long in the company of market manipulators. I remember your warning that rolling debt into shorter maturities only deepens future fragility. And as you put it, it’s Groundhog Day on repeat. So the question is: d
Markets
Silver (XAG) Forecast: Dollar Dump Sends Silver Surging Despite Higher Yields - FXEmpire
Silver (XAG) Forecast: Dollar Dump Sends Silver Surging Despite Higher Yields - FXEmpire
Crypto
Crypto Long & Short: Inside the 300-to-1 onchain gap between the dollar and euro
Ryan Connor of RockawayX writes that the dollar leads the euro about 3 to 1 across the offchain economy and more than 300 to 1 onchain. Euro-pegged stablecoins total €711 million, under 1% of supply. He traces the gap to path dependency and missing euro DeFi infrastructure, and argues MiCA-regulated
Macro
US Strikes 5 Tankers as Iran Pummels Jordan and Steals Advanced Undersea Drone – Are We in a Phase Shift?
Today's Digest covers US-Iran strikes, captured UUV, composites breakthrough, oil shocks, Russia-India oil, LG TV logging, Windows age API, mRNA flu safety, Alzheimer's trial, AI resignations, and US corruption poll.
Markets
Gold is more than ‘a tactical expression of the next Fed decision’ and pullbacks are opportunities to ‘build strategic exposure’ – UBS - KITCO
Gold is more than ‘a tactical expression of the next Fed decision’ and pullbacks are opportunities to ‘build strategic exposure’ – UBS - KITCO
Markets
Rick Rule: Middle Innings of Commodity Bull Market - Financial Sense
Rick Rule: Middle Innings of Commodity Bull Market - Financial Sense
Markets
Gold (XAU/USD) & Silver Price Forecast: Middle East Risks Lift Safe-Haven Demand - FXEmpire
Gold (XAU/USD) & Silver Price Forecast: Middle East Risks Lift Safe-Haven Demand - FXEmpire
Markets
‘The bull trend will resume’ and ‘you want to scale into a long position’ as gold price nears $4,000 pre-FOMC – Goldman Sachs’ Kim - KITCO
‘The bull trend will resume’ and ‘you want to scale into a long position’ as gold price nears $4,000 pre-FOMC – Goldman Sachs’ Kim - KITCO
Macro
The US Is 'Long-Term Insolvent,' Says Macro Guru—And Bitcoin Will Benefit - TradingView
The US Is 'Long-Term Insolvent,' Says Macro Guru—And Bitcoin Will Benefit - TradingView