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Tactical Short 3rd Quarter Recap - “Late-Cycle Bubble Fragilities” Register For The Call

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Credit Bubble Daily • Oct 21 2024
Monday, October 21, 2024
[Yahoo/Bloomberg] Gold Hits Fresh Record on Mideast Fears and Election Uncertainty [Yahoo/Bloomberg] S&P Drops as Busy Earnings Week Kicks Off: Markets [...]
Credit Bubble Daily • Oct 20 2024
Sunday, October 20, 2024
[Reuters] Wall St Week Ahead Wall Street zeroes in on semiconductors after turbulent week [Yahoo/Bloomberg] ASML Shows Chasm in Chip Land: AI Winners Versus [...]
Hard Asset Insights • Oct 19 2024
The Specter of Fiscal Dominance – October 18, 2024
The Specter of Fiscal Dominance On September 18th, Jay Powell and the Fed initiated a new policy easing cycle with a jumbo 50-basis point rate cut. The [...]
Credit Bubble Daily • Oct 19 2024
Saturday, October 19, 2024
[Yahoo/Bloomberg] US Interest Burden Hits 28-Year High, Escalating Political Risk [Reuters] Hezbollah fires rockets into northern Israel as Israeli strikes [...]
Credit Bubble Weekly • Oct 18 2024
October 18, 2024: Accelerating Wall Street and Subprime Booms
For a quarter when Wall Street trumpeted the narrative of mounting economic weakness and the need for aggressive rate cuts, they sure enjoyed quite an earnings [...]
Credit Bubble Daily • Oct 18 2024
Friday, October 18, 2024
[Yahoo/Bloomberg] Gold Tops $2,700 for First Time to Extend Record-Breaking Run [Yahoo/Bloomberg] Nasdaq Extends Gains on Netflix: Markets Wrap [...]
Credit Bubble Daily • Oct 17 2024
Thursday, October 17, 2024
[Yahoo/Bloomberg] Nasdaq Gains as TSMC Spurs Relief Rally: Markets Wrap [Yahoo/Bloomberg] Gold rallies to record with tight US election and data in focus [...]
Credit Bubble Daily • Oct 16 2024
Wednesday, October 16, 2024
[Yahoo/Bloomberg] Stock Are Steady After Tech-Fueled Rout: Markets Wrap [Yahoo/Bloomberg] Gold Nears Fresh Record With Focus on US Election and Fed Rates [...]
Weekly Commentary • Oct 16 2024
Stocks Cavalier… Bonds Concerned
90 Chinese Military Aircraft Enter Taiwan Territory Stock Prices So High It Would Take Till 2060 For Earnings To Catch Up Because Gold Video [...]
Credit Bubble Daily • Oct 15 2024
Tuesday, October 15, 2024
[Yahoo/Bloomberg] Stocks Steady as Robust Bank Earnings Reassure: Markets Wrap [Reuters] Oil plunges 4% as Iran supply disruption concerns ease, demand outlook [...]
Credit Bubble Daily • Oct 14 2024
Monday, October 14, 2024
[Yahoo/Bloomberg] Stocks Tick Higher Before Earnings Test: Markets Wrap [Reuters] Oil falls over 2% as China demand woes erase last week’s gains [...]
Credit Bubble Daily • Oct 13 2024
Sunday, October 13, 2024
  [Reuters] Wall St Week Ahead Health of US consumer in focus as earnings season heats up [Axios] The flood insurance crisis facing Americans [...]
Wealth Management • Oct 12 2024
All Roads Lead to Gold – October 11, 2024
All Roads Lead to Gold These are very important and exciting times for gold. This week, HAI will attempt to communicate what this author believes is the [...]
Credit Bubble Daily • Oct 12 2024
Saturday, October 12, 2024
[Yahoo/Bloomberg] Florida Aims to Restore Power to Many by Early Next Week [CNN] Floods, blackouts and gas shortages: Florida faces headwinds in the wake of [...]
Credit Bubble Weekly • Oct 11 2024
October 11, 2024: 45 and Counting
Forty-five basis points. That’s the jump in 10-year yields since September 17th, the day before the FOMC meeting (and 50 bps rate slash). Benchmark MBS [...]
Credit Bubble Daily • Oct 11 2024
Friday, October 11, 2024
[Yahoo/Bloomberg] Stocks Steady on US Bank Earnings Boost: Markets Wrap [Yahoo/Bloomberg] Gold Gains as Traders Weigh Mixed US Inflation, Labor Data [Reuters] [...]
Credit Bubble Daily • Oct 10 2024
Thursday, October 10, 2024
[Yahoo/Bloomberg] Stocks Lower After Hotter Inflation Data: Markets Wrap [Yahoo/Bloomberg] Oil Gains as Traders Await Israeli Response to Iran’s Attack [...]
Credit Bubble Daily • Oct 09 2024
Wednesday, October 9, 2024
[Yahoo/Bloomberg] Stocks Ease on Google Risk, Murky Rate Outlook: Markets Wrap [Yahoo/Bloomberg] Chinese Stocks Tumble Most Since 2020 on Stimulus Skepticism [...]
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Tactical Short 3rd Quarter 2024 Recap
“Late-Cycle Bubble Fragilities”

October 31, 2024 – 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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