macro
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
opinion
Markets
Why the US-Japan Joint Intervention to Prop Up the Yen? Fear of Treasury Yields Blowing Out if Japan Becomes a Forced Seller
The prior interventions failed to permanently turn around the downward spiral of the yen. What’s needed: much tighter monetary policies by the BOJ.
opinion
Dr. Mark Thornton on Debt, Gold, and the Global Economy - Miles Franklin Media
Andy Schectman, Founder & CEO of Miles Franklin Precious Metals, interviews Mark Thornton, Senior Fellow at the Mises Institute, to discuss why he believes the global economy is approaching a critical turning point driven by mounting debt, declining trust, and years of monetary distortion. Thorn
Markets
Watch Gold Could Start Climbing Toward 5,000, Says Standard Chartered's Cooper - Bloomberg
Watch Gold Could Start Climbing Toward 5,000, Says Standard Chartered's Cooper - Bloomberg
opinion
The Slumlord Fed
If we wish to be honest, the Federal Reserve System needs to be put out of its—and our—misery.
macro
China – Middle East & 2027
QUESTION: Marty, last March you said the dollar would peak against the yuan and then decline into August–September 2026. You also said the computer suggested this move would coincide with rising tensions in the Middle East, specifically involving Iran. Since then, we’ve seen Operation Midnight Hamme
Geopolitics
Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo
Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo
macro
Size of swap lines and reporting requirements prompt questions, Lawrence Lepard notes - Traders Union
Size of swap lines and reporting requirements prompt questions, Lawrence Lepard notes - Traders Union
Geopolitics
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
macro
Luke Gromen: Knowledge value decline could put trillions in consumer debt at risk - Traders Union
Luke Gromen: Knowledge value decline could put trillions in consumer debt at risk - Traders Union
Geopolitics
DANIEL LACALLE | Hyperscalers are real competition to sovereign debt. Bearish debt & bullish gold! - YouTube
DANIEL LACALLE | Hyperscalers are real competition to sovereign debt. Bearish debt & bullish gold! - YouTube
Markets
Why Texas Turned To Casper Scottsdale Mint To Produce Gold, Silver Coins - Cowboy State Daily
Why Texas Turned To Casper Scottsdale Mint To Produce Gold, Silver Coins - Cowboy State Daily