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HARD ASSET INSIGHTS

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CREDIT BUBBLE BULLETIN

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Market News
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Credit Bubble Bulletin
Hard Asset Insights
Wealth Management News
Weekly Commentary
Tactical Short Calls
Credit Bubble Daily • Nov 24 2025
Monday, November 24, 2025
[CNBC] S&P 500 rises as market attempts rebound on holiday-shortened week: Live updates [Yahoo/Bloomberg] Big Tech’s AI Debt Wave Is Threatening to Swamp [...]
Credit Bubble Daily • Nov 23 2025
Sunday, November 23, 2025
[Reuters] Wall St Week Ahead Black Friday puts focus on consumer spending for rocky markets [CNBC] ‘Stakes are high.’ With shutdown over, airlines predict [...]
Wealth Management News • Nov 22 2025
Confidence in Destination – November 21, 2025
Confidence in Destination For many months, HAI’s view has been that the U.S. is all-in on a policy commitment to run the economy hot, inflate the debt away, [...]
Credit Bubble Daily • Nov 22 2025
Saturday, November 22, 2025
[Axios] Congress returned after seven weeks and everything blew up [Yahoo/Bloomberg] Trump White House prepares tariff fallback ahead of court ruling [AP] [...]
Credit Bubble Weekly • Nov 22 2025
November 21, 2025: Volatile and Fragile
“Nvidia’s Upbeat Forecast Soothes Concerns of AI Market Bubble.” After closing Wednesday at 185.52, Nvidia spiked to a post-earnings report high of [...]
Credit Bubble Daily • Nov 21 2025
Friday, November 21, 2025
[CNBC] Stocks rebound after Fed’s Williams revives December rate cut hopes: Live updates [AP] Asian stocks track Wall Street’s drop, erasing previous [...]
Credit Bubble Daily • Nov 20 2025
Thursday, November 20, 2025
[CNBC] Stocks higher as Nvidia’s strong forecast reignites the AI trade: Live updates [CNBC] Delayed September report shows U.S. economy added 119,000 jobs, [...]
Credit Bubble Daily • Nov 19 2025
Wednesday, November 19, 2025
[CNBC] Stocks rise with Nvidia earnings ahead, S&P 500 and Dow try to snap 4-day losing streak: Live updates [Yahoo/Reuters] Investors pull record $523 [...]
Weekly Commentary • Nov 19 2025
Best Risk Hedge: Gold Or Crypto?
Bitcoin Behaving As A Stock Market Mirror & Not A Hedge Are Annuities Becoming The Bag Holders? Watch The Webinar – The Next Regime Playbook [...]
Credit Bubble Daily • Nov 18 2025
Tuesday, November 18, 2025
[CNBC] S&P 500 drops for a fourth day as tech shares slump, bitcoin breaks below $90,000: Live updates [Yahoo/Bloomberg] Japan Bond Rout Deepens on Fears [...]
Credit Bubble Daily • Nov 17 2025
Monday, November 17, 2025
[CNBC] Stocks are little changed to start week as traders brace for Nvidia earnings, jobs data: Live updates [Yahoo/Bloomberg] Bitcoin Humbles Wall Street [...]
Credit Bubble Daily • Nov 16 2025
Sunday, November 16, 2025
[Yahoo Finance] Nvidia, Walmart earnings, and the return of jobs numbers: What to watch this week [Reuters] As Fed hawks press their case, traders bet against [...]
Wealth Management News • Nov 15 2025
The Next Regime Playbook – November 14, 2025
The Next Regime Playbook This week, price volatility was the name of the game in seemingly everything, and a prime contributor to that volatility was [...]
Credit Bubble Daily • Nov 15 2025
Saturday, November 15, 2025
[AP] Trump, like Biden before him, finds there’s no quick fix on inflation [Yahoo/Reuters] New York Fed met with banks over key lending facility, FT reports [...]
Credit Bubble Weekly • Nov 15 2025
November 14, 2025: Last Gasp
Let’s start with Monday’s session: Nvidia rallied 5.8%, Alphabet 4.0%, and Tesla 3.7%. The MAG7 Index rose 2.8%, and the Semiconductor Index jumped 3.0%. [...]
Credit Bubble Daily • Nov 14 2025
Friday, November 14, 2025
[CNBC] Stocks drop as tech shares get hit hard again: Live updates [Yahoo/Reuters] Bitcoin slides to six-month low as risk off tone grips markets [...]
Credit Bubble Daily • Nov 13 2025
Thursday, November 13, 2025
[CNBC] Stocks fall after Dow rallies to record high: Live updates [Reuters] Morning Bid: Fed cut now a coin toss [Reuters] Regional Fed banks could be next [...]
Credit Bubble Daily • Nov 12 2025
Wednesday, November 12, 2025
[CNBC] S&P 500, Nasdaq gain as AMD leads tech trade comeback: Live updates [AP] House returns for vote to end the government shutdown after nearly 2 months [...]
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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
As Seen In
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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