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Thursday, August 7, 2025

[CNBC] Stocks jump after Trump’s chip tariffs have broad exemptions: Live updates [Yahoo/Reuters] Asian stocks climb, dollar droops on Fed easing bets [Reuters] Oil rises 1% on US demand strength, though macroeconomic uncertainty remains [Reuters] US jobless claims tick up in latest week; productivity improves in second quarter [Axios] Trump demands Intel CEO resign, alleging […]

Wednesday, August 6, 2025

[CNBC] Stocks rise as investors parse earnings reports: Live updates [CNBC] 10-year Treasury yield ticks higher ahead of bond auctions [Politico] Inside Trump’s Fed calculus [AP] Trump envoy Witkoff meets Putin ahead of Russia-Ukraine peace deadline, the Kremlin says [Reuters] Missed signals, lost deal: How India-US trade talks collapsed [Axios] What to know about chikungunya […]

All Time Stock Highs & Liquidity Addiction

Inflation (Devaluation) Chosen As Best Political Answer Gold Purchases (Bar & Coin) Up 250% In Germany, 91% In China What Is A “Crack-Up-Boom”? “If you have too little money in credit and growth does not as easily materialize, you risk economic implosion. And that’s if there’s even a hiccup, a small little disruption within the […]

Tuesday, August 5, 2025

[Reuters] S&P 500 inches higher after benchmark snaps losing streak. Live updates [Yahoo/Bloomberg] Oil Steadies as Trump Threatens India for Taking Russian Crude [CNBC] Trump says Treasury Secretary Bessent ‘does not want’ to be Fed chair, but 4 others in running [Reuters] Trump will announce Fed appointments soon; Bessent wants to stay at Treasury [CNBC] […]

Is “News Whiplash” a Thing?

Seldom have there been so many and such strong conflicting signals driving events and markets. Morgan covers a serious challenge to American security in the world, even as Doug covers the party going on in markets. The Golden Rule Radio crew highlight bumps in the road for precious metals, even as Hard Asset Insights lays […]

Monday, August 4, 2025

[CNBC] Stocks jump as Wall Street tries to recover from post-jobs report sell-off: Live updates [Yahoo/Bloomberg] US Treasury Rally Pauses With $125 Billion of Bond Sales Due [Yahoo/Bloomberg] US Dollar Seen at Risk From Trump’s Moves to Pick Policymakers [Yahoo/Bloomberg] Oil Slides as Traders Assess OPEC+ Hike and Russian Risks [Axios] Electricity costs rise amid […]

Sunday, August 3, 2025

[Reuters] Wall St Week Ahead AI gains and strong earnings support Wall Street as tariff woes linger [Yahoo/Reuters] Latest Trump tariffs unlikely to budge, top negotiator says [AP] From Laos to Brazil, Trump’s tariffs leave a lot of losers. But even the winners will pay a price [Yahoo/Fortune] The Federal Reserve’s power: Congress giveth and […]

Adapt to the New Set of Rules – August 1, 2025

Adapt to the New Set of Rules Last week, it sure felt like peak summer doldrums for markets and the economy. But what a difference a week makes! This week, those doldrums turned right back to impactful market news and important price moves. It was a volatile roller coaster this week, so buckle-up.  After early […]

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