Scuttlebutt

Scuttlebutt

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Scott Bessent (mentioned)

Lightning needs a billion transactions a second for AI agents, says LQWD's CEO
16 insights: why agents will want Bitcoin over stablecoins, and Geopolitica Institute's founder on a Shenzhen summit, 35 nations' blackout warnings and…
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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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Kai Volatility founder: a meaningful crisis will be allowed to happen before June 2027
12 calls: why Washington's plan is "print money, buy stocks," how a $300T equity market became too big to fail, and the 4 building blocks he says…
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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…
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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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Gold's next stop is 3,800 and the dollar is near its 103 top, a trading coach finds
13 calls: why bond yields look like they are topping, Japan's 30-year bond as the chart to watch, a pullback before 8,000 on the S&P 500, and copper as…
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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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Jeffrey Gundlach on the dollar in a recession: "I think it'll drop by at least 20%"
16 predictions: Why the Fed hikes twice more, the 6% he wants before buying the 30-year, and why AI bonds now trade like junk despite investment-grade…
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VettaFi research director: at this pace, 2026 ETF inflows reach $2.05T, a new record
15 insights: The IRS warning on 351 exchanges, why sports-futures ETFs solve no portfolio problem, and an Aristotle Pacific bond manager on what the…
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