Markets
Gold Hold at $4k for Now, but How Will it Handle the Fed? - FOREX.com
Gold Hold at $4k for Now, but How Will it Handle the Fed? - FOREX.com
opinion
Macro
JPMorgan Says Era of Cheap Money Is Over as Most Americans Missed Bitcoin’s 22,700% Rally - finance.biggo.com
JPMorgan Says Era of Cheap Money Is Over as Most Americans Missed Bitcoin’s 22,700% Rally - finance.biggo.com
Geopolitics
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
Markets
Wall Street cautious after gold’s lack of follow-through, Main Street bullish with Fed decision on deck - KITCO
Wall Street cautious after gold’s lack of follow-through, Main Street bullish with Fed decision on deck - KITCO
Macro
Houthis Hit 400k-bpd Jazan Refinery, US Blacks Out Gulf Satellites, Commodities Feel the Squeeze
Today's Digest covers strikes on Saudi and Russian refineries, Red Sea tanker detours, Iran war, US strikes and blackouts, commodity price squeezes, AI public wealth fund survey, Fabian Society and Polymarket analyses.
opinion
Stocks, Manure, Gold, and Socialism: Markets and Bad Ideas
Mark Thornton updates the Stocks versus Manure contest, then explains why gold’s correction may be temporary, and why democratic socialism attracts young voters with failed answers to real problems.
Macro
Michael Pettis: State-backed investors fund over 90 percent of China private equity - Traders Union
Michael Pettis: State-backed investors fund over 90 percent of China private equity - Traders Union
Energy
Trump has no remaining levers to pull as oil hovers near the $100 ‘psychological’ threshold - Fortune
Trump has no remaining levers to pull as oil hovers near the $100 ‘psychological’ threshold - Fortune
Macro
What Happens When When Fake Oil Prices Meet Reality? Hard Times
By holding down the price of oil, "somebody" is setting the table for a very painful price adjustment in the not-so-distant future. They really ought not to be doing this.
Geopolitics
Gold is Gradually Replacing Treasuries at the Heart of the Global Monetary System - GoldBroker.com
Gold is Gradually Replacing Treasuries at the Heart of the Global Monetary System - GoldBroker.com
Markets
Gold price WARNING: China’s July 24 “shock” or not? - KITCO
Gold price WARNING: China’s July 24 “shock” or not? - KITCO
Macro
China is winning the war in the Middle East, and gold and the dollar will start to feel it, strategist says - MarketWatch
China is winning the war in the Middle East, and gold and the dollar will start to feel it, strategist says - MarketWatch