Treasuries

Ex-New York Fed president: Nvidia's chip guarantees mean a double hit if prices fall

10 calls: why SoFi's strategist calls Nvidia's slide a re-rating and buys Treasuries near 5%, and why China Beige Book's CEO says export controls were…

Nov 10 • Scuttlebutt

Kai Volatility founder on 60/40: "60/40 made 0% returns from 1900 to 1920"

9 arguments: why the Fed's hawkish turn was theater, how a Treasury crisis makes the Fed the buyer of last resort, and why money sent to the bottom is…

Nov 9 • Scuttlebutt

Gold to $10,000 on Chinese, not Western, debasement, says CrossBorder Capital's MD

14 calls: why liquidity is falling while central banks refuse to tighten, how CoreWeave's $19B of credit hangs on project milestones, and why voters…

Nov 9 • Scuttlebutt

Bessent is suppressing rates "more aggressively" than Yellen, says Damped Spring founder

4 arguments: the $192 billion buyback that's really rate suppression, why the 20-year bond has no natural buyer, and why Treasury is doing the Fed's job

Oct 26 • Scuttlebutt

Treasuries upgraded, US stocks downgraded to manage AI risk — BlackRock strategist

12 calls: why a 5.5% 10-year still leaves bonds up 2–3% on the year, why PIMCO sees AI policy moving to the states, and what put Target up over 50%

Oct 16 • Scuttlebutt

Damped Spring CEO: Bessent's $128B buyback aims to suppress long rates

8 calls: why Andy Constan now likes bonds for the first time in years, what Bessent's $128B buyback really signals, and the stock-puppet case for metals…

Oct 13 • Scuttlebutt

Heritage Capital president on narrow rallies: 1998's ran "almost a full 22 months"

6 calls: Why rising yields, not AI, pushed utilities and banks down, when he expects small caps to rally, and his cases for SLB, McCormick and a hedged…

Oct 12 • Scuttlebutt

Bitcoin kept its rise from 60,000 as gold lost its rally, Euro Pacific economist finds

14 calls: Why he says mortgages could reach 9% by year-end, Fannie and Freddie face another bailout, and a hostile Congress after the midterms would…

Oct 12 • Scuttlebutt

Croft Financial portfolio manager: yields rose 130bps in 7 months; 80bps ended 3 cycles

14 arguments: why she blames oil rather than US deficits for higher yields, why Canadian homes at 8.9 times income have further to fall, and why…

Oct 12 • Scuttlebutt

Treasuries at 5.3% nearly double expected stock returns, says RIA Advisors CIO

10 calls: why RIA Advisors moved from growth to value for year-end, why he doubts 8% Treasury yields, and what he looks for in a municipal bond

Oct 11 • Scuttlebutt

Lazard CEO: so much AI spending is borrowed that financial-distress risk is underrated

7 takeaways: why inflation now comes in repeated supply shocks, why Social Security waits for a crisis, and why AI means leaner deal teams for junior…

Oct 10 • Scuttlebutt

Macquarie strategist: the next blow-up from rising yields could be France, not a bank

15 arguments: Fidelity on why AI is not a bubble and who is selling Treasuries, Baird on GE Vernova's turbine service deals, and Morgan Stanley on…

Oct 10 • Scuttlebutt

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