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A Currency On Its Way To Zero Reprices Assets To Infinity Citadel’s Ken Griffin: Investors View Gold Safer Than The Dollar Debt Trap: The Only Way Out Is To Inflate “Only once in world history have we had a unified fiat system in which investors base their allocations on a system whose ground is inherently […]
[Yahoo/Bloomberg] Gold Moves Closer to $4,000 on US Shutdown and French Crisis [CNBC] Stocks are little changed as traders await more progress on ending shutdown: Live updates [Yahoo/Bloomberg] Dot-Com Fears Rise With Tech Stocks Seeing $100 Billion Swings [Yahoo/Bloomberg] Yen Carry Trade Is Back on Radar After Likely Next PM Takaichi Jolts Markets [Axios] Scoop: […]
The content creators cited below analyze different aspects of the economy and investments, but they agree: we live in interesting times. This is not how trustworthy markets behave. They further agree that when things get this unstable, it’s time to find safe ground. That ground is—and has always been—gold and other precious metals. And the […]
[Yahoo/Bloomberg] Gold Powers Toward $4,000 as US Government Shutdown Drags On [CNBC] Stocks rise to kick off new week after big bank deal, AMD OpenAI partnership: Live updates [Yahoo/Reuters] Japan’s stocks zoom, yen slumps as Takaichi win dims BOJ hike bets [Yahoo/Bloomberg] French Markets Sink Amid Growing Fears of Political Paralysis [Yahoo/Bloomberg] Trump Threatens Job […]
[Yahoo/Bloomberg] Stock Traders Brace for Extended Shutdown Amid Lofty Valuations [Yahoo/Reuters] Wall St eyes Washington standoff with stocks near records [Reuters] Layoffs will start if shutdown talks ‘going nowhere’, says White House [Reuters] As shutdown drags on, US voters see blame game threatening Democrats and Republicans [AP] Trump plans aid package for US soybean farmers […]
[Politico] Shutdown will stretch into another week as Senate standoff continues [The Hill] Five Senate Democrats the GOP is trying to flip on government funding [Yahoo Finance] Million-dollar homes are the fastest-moving part of the housing market as wealth gap grows [Yahoo/LAT] California’s home insurer of last resort seeks 36% rate hike following January fires […]
Dead Center Bull’s-eye With just one short week before the MWM client conference next Friday, and with focus on preparation for that annual gathering, this HAI will be brief. Once again, headline news this week emanated from the labor market. As Bloomberg reported on Wednesday, private payroll firm ADP said that for the month of […]
It’s the type of extraordinary backdrop that flashes “critical juncture”. Ongoing “Terminal Phase Excess” is the culmination of a historic multi-decade global Credit Bubble. The post “liberation day” tariff pause rally – fueled by short covering, the unwind of hedges, powerful FOMO, and feverish late-cycle speculative leveraging – stoked epic excess, certainly including the global […]
