Crypto
Bitcoin rally sparks debate whether Clarity Act is already priced in
Erald Ghoos, OKX Europe CEO, says U.S. crypto rules could blow new life into the market amid a rotation of capital from AI back to bitcoin.
opinion
Markets
Bessent's interventions amount to QE, and 'gold is the must-have asset' - ByteTree's Morris - KITCO
Bessent's interventions amount to QE, and 'gold is the must-have asset' - ByteTree's Morris - KITCO
macro
Treasury Bond Manipulation Is Failing Already. What’s Next?
Also, we have a severe clash between fed policy and Treasury bond manipulations.
macro
Trump urges bond sales after Bessent increases UST buybacks, Luke Gromen notes - Traders Union
Trump urges bond sales after Bessent increases UST buybacks, Luke Gromen notes - Traders Union
Markets
What is Bessent doing with the $32tn Treasury market — and will it work?
US Treasury secretary has made a high-stakes bet he can beat back soaring borrowing costs
Geopolitics
Yield surge and Treasury buyback: how debt dynamics threaten American dominance - The Standard (HK)
Yield surge and Treasury buyback: how debt dynamics threaten American dominance - The Standard (HK)
macro
Treasury Bond Manipulation Is Failing Already. What’s Next? - MishTalk
Treasury Bond Manipulation Is Failing Already. What’s Next? - MishTalk
macro
Generational Bear Market Ahead: Ted Oakley Warns of 35-45% Stock Decline as Gold Enters “Early Innings” - SilverTrade
Generational Bear Market Ahead: Ted Oakley Warns of 35-45% Stock Decline as Gold Enters “Early Innings” - SilverTrade
Geopolitics
Global Sovereign Debt: Are We Heading Towards a Debt Crisis? - Deccan Chronicle
Global Sovereign Debt: Are We Heading Towards a Debt Crisis? - Deccan Chronicle
macro
Creak! Pop! Diesel Soars, Treasury Interventions Fail to Last, and 2027 Could Be a Very Rough Year for Food
As fast as Bessent can stick his fingers into cracks in the markets, new cracks are appearing. How much longer can this all hang together? What should investors be looking at?
opinion
July Fed Meeting Minutes Reveal a Divided Central Bank - SchiffGold.com
July Fed Meeting Minutes Reveal a Divided Central Bank - SchiffGold.com
Markets
Gold price headed 10 times higher, and that is "inevitable," Thomas Kaplan says - KITCO
Gold price headed 10 times higher, and that is "inevitable," Thomas Kaplan says - KITCO