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Weekly Commentary
Credit Bubble Bulletin
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Precious Metals
Golden Rule Radio
Credit Bubble Daily • Nov 06 2025
Thursday, November 6, 2025
[CNBC] Stocks are steady as traders eye AI trade, Supreme Court on tariffs: Live updates [AP] Shutdown progress in doubt as Democrats grow emboldened from [...]
Credit Bubble Daily • Nov 05 2025
Wednesday, November 5, 2025
[CNBC] Stocks are little changed, but AMD and some other tech stocks remain under pressure: Live updates [Reuters] Futuristic quantum computing stocks take [...]
Weekly Commentary • Nov 05 2025
Late Cycle Dynamics With Doug Noland: Risk Takers In Charge
Cayman Island Hedge Funds Hold Most Of U.S. Treasuries Precious Metals Move Another Late Cycle Signal Risk Taking Can Turn To Panic Within Hours “What [...]
Credit Bubble Daily • Nov 04 2025
Tuesday, November 4, 2025
[CNBC] S&P 500 slides 1% on Palantir decline, rising concerns about AI stock valuations: Live updates [Yahoo Finance] Bitcoin Slips Below $104K as Crypto [...]
McAlvany Recap • Nov 03 2025
What’s Past Is Prologue—Sort Of
Most of the future here on Third Rock is unknowable, but constituent developments vary in their likelihood of occurrence. The sun’s coming up tomorrow is not [...]
Credit Bubble Daily • Nov 03 2025
Monday, November 3, 2025
[CNBC] S&P 500 rises to start November trading: Live updates [AP] Government shutdown could become longest ever as Trump says he ‘won’t be extorted’ [...]
Credit Bubble Daily • Nov 02 2025
Sunday, November 2, 2025
[Yahoo Finance] Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week [Yahoo/Bloomberg] AI Rally and Volatility Define Stock [...]
Wealth Management News • Nov 01 2025
Happy Halloween, All! – October 31, 2025
Happy Halloween, All! Happy Halloween all HAI readers! With plans to hit the spooky streets of Durango, Colorado with wife and little one for the first time [...]
Credit Bubble Daily • Nov 01 2025
Saturday, November 1, 2025
[AP] Uncertainty over federal food aid deepens as the shutdown fight reaches a crisis point [Yahoo/Bloomberg] Fed ‘Chorus’ Comes Out Against Latest Cut, [...]
Credit Bubble Weekly • Nov 01 2025
October 31, 2025: Far From It
A snooze fest the October FOMC meeting was not. “…Far from it.” An inebriated Wall Street didn’t see that coming. After trading near a one-year low of [...]
Credit Bubble Daily • Oct 31 2025
Friday, October 31, 2025
[CNBC] S&P 500 and Nasdaq rise after Apple, Amazon earnings beat: Live updates [Yahoo/Bloomberg] AI-Led Investments Are Driving US Economic Growth [AP] [...]
Tactical Short Calls • Oct 30 2025
Tactical Short 3rd Quarter 2025 Recap
Loose Conditions, Excess and Fed Accommodation – October 30, 2025   David: Good afternoon. Thank you for participating in our third quarter 2025 [...]
Golden Rule Radio • Oct 30 2025
Rate Cuts, Inflation, and Gold’s Next Move
Despite the recent pullback, our team explains why this may simply be a pause in a long-term bull market, not a breakdown. We discuss how the Fed’s mixed [...]
Credit Bubble Daily • Oct 30 2025
Thursday, October 30, 2025
[CNBC] Stocks slide as Meta and Microsoft fall after earnings: Live updates [Yahoo/Bloomberg] Gold Pushes Higher as Market Digests Outcome of Xi-Trump Meeting [...]
Credit Bubble Daily • Oct 29 2025
Wednesday, October 29, 2025
[CNBC] S&P 500 rises as investors await Fed rate decision; Nvidia climbs: Live updates [AP] Missing government data unlikely to sway Federal Reserve from [...]
Weekly Commentary • Oct 29 2025
Shadow Banking Time Bomb
First Brands & Tricolor Failures Signal Future Disaster Financing Government Debt Now More Important Than Price Stability Register For The Next Regime [...]
Credit Bubble Daily • Oct 28 2025
Tuesday, October 28, 2025
[CNBC] Stocks are little changed after major U.S. indexes notch record highs: Live updates [CNBC] Private sector created nearly 15,000 jobs a week over the [...]
McAlvany Recap • Oct 27 2025
Take the Emotion Out of It
Several of the McAlvany Financial Group’s analysts take time to put the precious metals pullback in perspective this week, while Doug does the same thing [...]

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