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Tactical Short 3rd Quarter 2025 Recap - October 30, 2025 - “Loose Conditions, Excess and Fed Accommodation” Register For The Call

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Credit Bubble Daily • Oct 08 2025
Wednesday, October 8, 2025
[Yahoo/Bloomberg] Gold Tops $4,000 for First Time Fueled by US Shutdown [CNBC] Stock futures rise slightly after S&P 500 snaps 7-day win streak: Live [...]
Weekly Commentary • Oct 08 2025
Gold: $40 to $400 to $4,000 To…?
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 [...]
Credit Bubble Daily • Oct 07 2025
Tuesday, October 7, 2025
[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 [...]
Credit Bubble Daily • Oct 06 2025
Monday, October 6, 2025
[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 [...]
Credit Bubble Daily • Oct 05 2025
Sunday, October 5, 2025
[Yahoo/Bloomberg] Stock Traders Brace for Extended Shutdown Amid Lofty Valuations [Yahoo/Reuters] Wall St eyes Washington standoff with stocks near records [...]
Credit Bubble Daily • Oct 05 2025
Saturday, October 4 2025
[Politico] Shutdown will stretch into another week as Senate standoff continues [The Hill] Five Senate Democrats the GOP is trying to flip on government [...]
Wealth Management News • Oct 04 2025
Dead Center Bull’s-eye – October 3, 2025
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, [...]
Credit Bubble Weekly • Oct 04 2025
October 3, 2025: A Feature, Not a Bug
It’s the type of extraordinary backdrop that flashes “critical juncture”. Ongoing “Terminal Phase Excess” is the culmination of a historic [...]
Credit Bubble Daily • Oct 03 2025
Friday, October 3, 2025
[CNBC] Stocks are little changed as AI trade drives market to fresh highs, shutdown grinds on: Live updates [Yahoo/Bloomberg] Gold Set for Seventh Weekly Gain [...]
Credit Bubble Daily • Oct 02 2025
Thursday, October 2, 2025
[Yahoo/Bloomberg] Gold Holds Five-Day Rally on Fed Cut Bets, US Shutdown Concerns [CNBC] S&P 500 rises as investors look past government shutdown: Live [...]
Credit Bubble Daily • Oct 01 2025
Wednesday, October 1, 2025
[Yahoo/Bloomberg] Gold Surges to Record as US Government Shutdown Boosts Havens [CNBC] Stocks are lower as government shuts down: Live updates [...]
Weekly Commentary • Oct 01 2025
Bill King On Gold: “Where Else Can You Go?”
They Will Run It Hot Until It Blows Up Welcome Back To The 1970s: Inflation + Gold Explosion The Chinese Are Buying Gold Like Crazy “So, yeah. Biden did [...]
Credit Bubble Daily • Sep 30 2025
Tuesday, September 30, 2025
[CNBC] Stocks fall as U.S. government shutdown looms, but Wall Street heads for monthly gains: Live updates [Yahoo/Reuters] Oil Extends Drop as Traders Weigh [...]
Credit Bubble Daily • Sep 29 2025
Monday, September 29, 2025
[Yahoo/Bloomberg] Gold Surges to Record on Weaker Dollar, Risk of US Shutdown [CNBC] Stocks jump as AI names rebound, EA surges on on takeover: Live updates [...]
Credit Bubble Daily • Sep 28 2025
Sunday, September 28, 2025
[Reuters] Wall St Week Ahead: Investors look to jobs data to support rate-cut path, pricey stock market [Yahoo/Bloomberg] Subdued US Job Growth Expected in [...]
Credit Bubble Daily • Sep 27 2025
Saturday, September 27, 2025
[Axios] Scoop: Congressional trips canceled ahead of potential shutdown [Yahoo/Reuters] South Korea cannot pay $350 billion to US for tariff deal as Trump [...]
Wealth Management News • Sep 27 2025
Enjoy the Ride – September 26, 2025
Enjoy the Ride This author is currently engaged in a terrifying test. For the first time, I’m solely responsible for taking care of my 16-month-old son for [...]
Credit Bubble Weekly • Sep 26 2025
September 26, 2025: Canary?
It might have been subtle, but it was reminiscent of early April. During Tuesday and Wednesday trading, KKR’s stock suffered a 6.1% drop – the largest [...]
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Tactical Short 3rd Quarter 2025 Recap - October 30, 2025
“Loose Conditions, Excess and Fed Accommodation”

October 30, 2025 – at 4:00 pm EST / 2:00 pm MST.

David McAlvany
Doug Noland
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David S. McAlvany

CEO & MAPS Portfolio Manager
TS Co-Manager

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Doug Noland

Tactical Short Manager
MAPS Market Strategist

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