News
What War With Iran Could Mean For Markets Monday
8+ hour, 22+ min ago (1142+ words) Tl;dr: Bloomberg macro strategist, Michael Ball, warned that President Trump's'urging'of Iranians to overthrow the government gives Saturday's US and Israeli strikes on Iran the potential to usher in a more prolonged higher-volatility era rather than being a one-off tradeable…...
The Inflation Spark That Could Become A Deflation Shock
18+ hour, 42+ min ago (415+ words) Memory chips have quietly become the most important commodities in the global economy. DRAM (Dynamic Random Access Memory) is considered the workhorse of the digital world. It functions as the operating memory when a device is turned on, and this…...
Even Banks Now Bow To A Golden Master
2+ day, 15+ hour ago (1512+ words) Although I never expected to say this, if you are still wondering about gold's future price direction, just ask the big banks" Emerging from a 2025 in which gold saw 53 all-time-highs and an annual move of 55%, some wondered if this was…...
"Gold For Me Is A Savings Product": Rick Rule On Debt, Oil Cycles, & Uranium's Political Reversal
2+ day, 16+ hour ago (521+ words) Last night's discussion featuring Rick Rule, Bill Fleckenstein, and Erik Townsend covered the macro landscape from hard assets to energy markets and nuclear policy. Below are highlights from Rule's remarks. (We recommend readers listen to Fleckenstein and Townsend's full comments…...
Fed Independence Is Sacred... Or So We've Been Told
2+ day, 19+ hour ago (552+ words) For the better part of a year, many had become convinced that the Federal Reserve's independence was in its final days. The narrative rested on two prongs. First, an FOMC browbeaten by relentless public attacks, threats of removal, and a…...
'The Mirage' Of Manufactured Calm And The Disconnect Between Markets And Reality
3+ day, 10+ hour ago (898+ words) Authored by Erik Ghirarduzzi, The newest form of subliminal messaging " and how we play into it every single day That is not a sports problem, and it is not a weather problem. It is the oldest trick in the modern…...
Yen Tumbles After Takaichi Nominates Two Prominent Doves To The BOJ
3+ day, 14+ hour ago (494+ words) It's not just Trump who is stacking his central bank with uberdoves. After plunging yesterday following a Mainichi report that Japanese Prime Minister expressed concerns at more BOJ rate hikes, the yen has tumbled more, sending the USDJPY as high…...
The US Dollar: From Exceptional To Average?
3+ day, 18+ hour ago (655+ words) The dollar's slide last year looks less like a sudden break and more like the culmination of pressures that have been gathering for a while... The dollar's slide last year looks less like a sudden break and more like the…...
Are Transfers Replacing Work For America' Poor?
4+ day, 10+ hour ago (547+ words) Authored by Tyler Turman via'the American Institute for Economic Research, President John F. Kennedy'once said, "We must find ways of returning far more of our dependent people to independence." President Lyndon B. Johnson sought to meet that challenge by launching the'War on…...
Despite Crazy Revisions, Consumer Confidence Rebounds From January's Doom
4+ day, 17+ hour ago (195+ words) After Boomers and Gen X dragged The Conference Board Confidence measure down to'eight month lows to end 2025, expectations were for a rebound to start 2026. The headline Consumer Confidence print rose from 84.5 (revised dramatically up to 89.0) to 91.2 (better than the 87.1 expected)…...