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Hard Asset Insights • Feb 22 2025
Gold’s Shining Moment? – February 21, 2025

Gold’s Shining Moment? Since 1971, the U.S. as global hegemon has followed the same path of deindustrialization that ended the preceding British Empire’s [...]

Morgan Lewis Posted on Feb 22, 2025
Credit Bubble Daily • Feb 22 2025
Saturday, February 22, 2025

[Reuters] Trump urges Musk to be more aggressive in bid to shrink U.S. government [Reuters] Trump fires top US general in unprecedented Pentagon shakeup [AP] [...]

Doug Noland Posted on Feb 22, 2025
Credit Bubble Weekly • Feb 22 2025
February 21, 2025: Disrupted

“Bubbles are mechanisms of wealth redistribution and destruction – with detrimental consequences for social and geopolitical stability. Boom periods [...]

Doug Noland Posted on Feb 22, 2025
Credit Bubble Daily • Feb 21 2025
Friday, February 21, 2025

[Yahoo/Bloomberg] Nasdaq Gains as Alibaba Spurs Tech Optimism: Markets Wrap [Yahoo/Bloomberg] Gold Set to Notch Eighth Weekly Advance on Solid Haven Demand [...]

Doug Noland Posted on Feb 21, 2025
Credit Bubble Daily • Feb 20 2025
Thursday, February 20, 2025

[Yahoo/Bloomberg] Stocks Slip; Gold Hits Fresh Record High: Markets Wrap [Yahoo/Bloomberg] US Rate Volatility Craters as Tariff-Wary Bond Traders Pull Back [...]

Doug Noland Posted on Feb 20, 2025
Credit Bubble Daily • Feb 19 2025
Wednesday, February 19, 2025

[Yahoo/Bloomberg] Stocks Rally Stalls as Trump Threatens 25% Tariffs: Markets Wrap [Reuters] Tariff threats pave way to safe-haven gold’s all-time high [...]

Doug Noland Posted on Feb 19, 2025
Credit Bubble Daily • Feb 18 2025
Tuesday, February 18, 2025

[Yahoo/Bloomberg] Stocks Rise on US-Russia Talks to End Ukraine War: Markets Wrap [Yahoo/Bloomberg] Treasury yields climb as traders seek further clues on Fed [...]

Doug Noland Posted on Feb 18, 2025
Credit Bubble Daily • Feb 17 2025
Monday, February 17, 2025

[Yahoo/Bloomberg] Europe Defense Spending Lifts Stocks, Bond Yields: Markets Wrap [Yahoo/Bloomberg] Gold Advances on Mounting Anxiety Over Trump Tariff Plans [...]

Doug Noland Posted on Feb 17, 2025
Credit Bubble Daily • Feb 16 2025
Sunday, February 16, 2025

[ABC] Major storm in Eastern US brings bring severe flash floods [Yahoo/Bloomberg] Japan Seeks Exemption From Trump’s Reciprocal Trade Tariffs [...]

Doug Noland Posted on Feb 16, 2025
Wealth Management News • Feb 15 2025
Thinking Very Big – February 14, 2025

Thinking Very Big Ahead of the Presidents’ Day long weekend, HAI will be reduced to just a few short comments on the latest week in the wild, wild world of [...]

Morgan Lewis Posted on Feb 15, 2025
Credit Bubble Daily • Feb 15 2025
Saturday, February 15, 2025

[AP] Trump’s reciprocal tariffs will overturn decades of trade policy [Reuters] Wall St Week Ahead Walmart to shed light on consumer health as inflation [...]

Doug Noland Posted on Feb 15, 2025
Credit Bubble Weekly • Feb 15 2025
February 14, 2025: Declaring the Reciprocal Tariff Regime

February 13, 2025: For the record, the S&P500 gained 1.04% for the session, and the Nasdaq100 jumped 1.43%. The Semiconductors rose 1.29% and the Russell [...]

Doug Noland Posted on Feb 15, 2025
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