Scuttlebutt

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Kevin Warsh (mentioned)

Financial advisor: Warsh is the only Washington official worth listening to
15 insights: why Bessent's bond talk sent yields higher, why his firm halved emerging markets as the VIX hit 26, and why STRC holders should just own…
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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…
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Annuity buyers have nobody looking out for them, says Whalen Global Advisors chairman
10 calls: why Warsh should have cut a symbolic quarter point, why probably half of planned data centers can't be built, and why Chase bought servicing…
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Negative stock-bond correlation did not protect 60/40 in 1987 — Archive Capital CEO
11 arguments: a $7.5B credit fund now down 22–25%, the Fed's five-part "new monetary medicine," why high debt changes an AI bust, and the case for fewer…
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WTBN ETF manager on rates: "5% is normal... Zero 10 years ago was the wrong rate"
7 calls: Bianco Research's president on buying Treasurys after 6 years bearish, why inflation is stuck near 3%, what oil really costs, and why he would…
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Hot inflation means the Fed has already lost, says Euro Pacific Asset Management CEO
11 calls: why gold's dip on hot inflation is a buying chance, $2T of paper losses on US mortgages, a 2028 Democratic sweep, and $1.4T a year of interest…
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The Canadian Investor: CoreWeave's bonds are pricing in a 60% risk of default
14 arguments: why an AI lab may be where the strain shows first, what hot US inflation means for a hawkish Fed, Berkshire's Lennar buying and food…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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The US may have to print money or restructure its Treasury debt, says DoubleLine's CEO
18 calls: why Rosenberg blames Kevin Warsh for the bond sell-off, AI bond spreads widening while the rest hold, and why Gundlach wants a 6% 30-year…
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TJM strategist: Warsh would buy bonds only after a 35% Nasdaq drop and a 5.5% 10-year
14 predictions: why he doubts the 10-year runs much past 5.5%, why he sees disinflation by late 2027, and why zero-day options may make the stock market…
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US gold booked at $42 could hand the Treasury $1T in an afternoon — Santiago Capital CEO
15 arguments: why the dollar index broke out above 100, why he bought gold near $4,100, and why the Fed and Treasury are headed for a closer marriage
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8 to 10 years at least remain in the stock market's secular bull run, Humilis CEO finds
15 calls: Deutsche Bank on short euro and 8,200 on the S&P 500, PIMCO on 6% to 7% bond yields, and Standard Chartered on why growth won't shrink the…
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