Monetary Matters

BlackRock's HPS fund paid about $600M of $1.2B requested, Unicus Research founder finds

12 arguments: why she thinks private-credit defaults are understated, how collateral was pledged twice, and why AI data-center debt is the first thing…

Nov 9 • Scuttlebutt

Research fund manager on AI's real bottleneck: "there's a huge shortage of monkeys"

7 numbers: an AI model designed antivenom in 64 hours, why the real bottleneck isn't compute, and the one stock this investor calls his…

Oct 26 • Scuttlebutt

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…

Oct 19 • Scuttlebutt

Aurelion co-founder: gold gets to $5K an ounce, and oil does not go above $120

9 calls: why he sold his miners in January and is buying them back, the two ways he owns uranium, and the photonics supplier that told him copper is a…

Sep 21 • Scuttlebutt

"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks

15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…

Sep 20 • Scuttlebutt

Former Fed trader: two more hikes, and the 2028 dot moved up 50bps

12 calls: Why Warsh's strong-productivity line is not in the data, the 30-year TIPS yield he says is the highest in two decades, and the Treasury…

Sep 17 • Scuttlebutt

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