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Gold and silver appear to be reaching a major inflection point as central banks continue their aggressive accumulation of gold. While general investors have been slow to follow, that may be changing as confidence in paper assets begins to weaken. This week, David McAlvany looks at the tech stock melt-up, why it may be running […]
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[CNBC] S&P 500 is little changed as oil jumps, overshadowing Nvidia gain: Live updates
[Yahoo/Reuters] Asia stocks extend AI boom, oil up on Gulf risk
[CNBC] Oil prices climb over 3% as U.S.-Iran talks at impasse, Israel expands Lebanon offensive
[CNBC] Iran stops negotiations with U.S., vows to ‘completely’ block Strait of Hormuz: State media
[AP] US bombs Iranian military sites and Tehran targets American troops in Kuwait
[CNBC] U.S. intercepted Iranian missiles targeting American forces in Kuwait, Central Command says
[Yahoo/Bloomberg] US, Iran Trade Deal Drafts as Israel Expands Lebanon Assault
[Reuters] Iran says contradictory US positions, Israeli attacks on Lebanon delaying diplomacy
[Yahoo/Bloomberg] Trump Says Deal Will ‘Work Out Well’ Even as US, Iran Clash
[AP] Trump is facing a new inflation warning from the bond market, adding to his midterm challenges
[Yahoo/Reuters] Factories face soaring costs as Iran war causes supply shocks
[Axios] Jerome Powell warns that the Fed's credibility is at risk
[Yahoo/Reuters] Fed's Powell warns that politicizing the Fed would cost public trust
[Yahoo/Reuters] Analysis-AI debt sales reshape global corporate bond markets
[Yahoo/Bloomberg] Goldman Says Hedge Funds Buy Stocks at Fastest Pace in 6 Months
[Axios] The Rattled Generation: A unified theory of this American moment
[Politico] Brussels’ nightmare French election scenario risks coming true: Bardella vs. Mélenchon
[Reuters] India's 2025/26 fiscal deficit at 4.4%, in line with government estimates
[Bloomberg] AI Savings Misses ‘Should Be Making Executives Uncomfortable,’ Bain Says
[Bloomberg] Populism Is Threatening to Supercharge America’s Fiscal Crisis
[Bloomberg] China Tightens Outbound Investment Rules in US Tech Rivalry
[Bloomberg] South Korea’s Export Momentum Continues, Backing BOK’s Hawkish Case
[Bloomberg] India Rate Risks, Fiscal Worries Add to Pressure on Bond Yields
[Bloomberg] Russia Bans Jet Fuel Exports After Record Refinery Attacks
[WSJ] U.S. Strikes Iranian Air Defenses, Drone Site in New Hormuz Skirmish
[WSJ] Trump Wants Arab States to Recognize Israel. The War Has Made That Harder.
[WSJ] Chips, AI Keep South Korea’s Export Engine Firing on All Cylinders
[WSJ] OECD Says 60% of Chinese Gains in Market Share Driven by Subsidies
[FT] Jay Powell warns Federal Reserve is undergoing ‘stress test’
[FT] ‘More harmful than helpful’: young people sour on AI
[FT] The truth about the American profit machine
[FT] Transcript of an interview with Andrew Bailey
[FT] Hungarian PM to remove president and other ‘Orbán puppets’ from office

Gold and silver appear to be reaching a major inflection point as central banks continue their aggressive accumulation of gold. While general investors have been slow to follow, that may be changing as confidence in paper assets begins to weaken. This week, David McAlvany looks at the tech stock melt-up, why it may be running […]
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