Hedge Fund Kings – Dalio, Gundlach, Mobius, & Zell Buying Gold Powell Caves: From Concern About Bubble Dynamics To “What Bubble?” Put Yourself On [...]

[Reuters] Asian shares subdued after Trump speech, Aussie slumps [Bloomberg] Trump Says Trade Deal With China Must Include Structural Change [Bloomberg] Wall [...]

[Reuters] Stocks sizzle at 2-month highs, iron ore still on fire [CNBC] Here’s what investors should watch for in Trump’s State of the Union [Reuters] Fed [...]

[Reuters] World stocks muted, dollar firms on fading U.S. job’s bounce [Reuters] Oil prices edge lower, tightening supply outlook supports [Reuters] [...]

[Reuters] Russia suspends nuclear arms treaty after U.S. says to pull out [Reuters] Venezuelan general urges military to disavow Maduro as opposition stages [...]

January 30 – Financial Times (Sam Fleming): “After putting traders on notice six weeks ago to expect further increases in US interest rates in 2019, the [...]

[Reuters] Stock rally pauses after disappointing China data [Reuters] Italian bond yields jump as weak PMI shines a light on rising deficit [Reuters] U.S. job [...]

This week we cover the Venezuela conflict and how $840M in gold bars have been prepared for loading onto a Russian jet at Venezuelan airport. This comes only a [...]

[Reuters] Friendly Fed fires world stocks to best January on record [Reuters] Dollar weaker on Fed’s dovish outlook; Aussie dollar, euro gain [Reuters] [...]

[Reuters] Stocks steady before Fed as Apple relief offsets Brexit complications [Reuters] Fed likely to hold rates steady as it navigates data blind spots [...]

Charles Calomiris joins the weekly commentary – CLICK HERE to buy Charle’s book – Fragile by Design: The Political Origins of Banking Crises [...]

[Reuters] Wall Street higher after latest batch of earnings [Reuters] Gold reaches seven-month high as stocks, dollar struggle [Reuters] Powell faces early [...]

[Reuters] Stocks edge down on China worries as trade talks, Fed decision loom [CNBC] Caterpillar stock skids after the company’s earnings, forecast fall [...]

[Reuters] Wall St Week Ahead-Consumer confidence in focus as shutdown fears fade [AP] UK PM May faces bruising week with Brexit challenges [BBC] Trudeau fires [...]

[CNBC] Global market liquidity could ‘freeze like the water in Davos,’ UBS’ Ermotti says [Reuters] Major European countries poised to recognize [...]