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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…
Oct 12
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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…
Oct 10
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Pictet research head on China: "I'm not even sure we have 10 years ahead of us"
14 insights: why US debt is backed by US technology, why the old emerging-market label is obsolete, and why Germany's exit from nuclear power was a…
Oct 10
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Nasdaq insights head: foreign stocks may beat the US 2 years running, a first since 2007
14 calls: why momentum's Q3 losses came from its leaders, why a stronger dollar threatens foreign stocks, and why bonds no longer cushion a stock…
Oct 9
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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
Oct 9
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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…
Oct 8
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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…
Oct 7
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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…
Oct 7
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Humanoid robots are 200,000 times as complex as robotaxis, Cathie Wood's ARK finds
13 calls: why ARK expects Tesla and SpaceX to combine, its 7–8% growth forecast against Musk's triple digits, a rising dollar, and Circle's case for AI…
Sep 30
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Mortgage rates are headed for double digits as yields keep rising — Euro Pacific founder
16 calls: why the Fed's quarter-point hike was only symbolic, why today's debt makes this worse than the 1970s, and why he says gold is already…
Sep 29
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Kopernik CIO on Ukraine land: "80 to 90% discounts to what you would find in the Midwest"
14 calls: Why today's US market looks like 1972, why Korean phone companies at a third of book beat Verizon, and how Kopernik bought Chinese nuclear…
Sep 26
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Putin is a cornered rabid groundhog, not a lone wolf, says an NYU senior fellow
7 arguments: Why he says diesel is what finally reached Trump's voters, the case for making Mark Carney the EU's honorary president, and Germany's 2039…
Sep 22
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