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Is It Time to Go Fishing?

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Is It Time to Go Fishing?

With US bond yields rising and the 10-year yield reaching a level last seen in 2007, Charlie and I step back to examine the 40-year cycle in interest rates and what bear flattening of the yield curve has meant for stocks.

The Black Box Problem

The AI labs have asked to be slowed down. Critics call it regulatory capture. The truth is somewhere in between. A black box forming inside the newest models is why this matters now.

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Commodities

Gold’s Second Act Has Begun

As all eyes focus on the bond market, gold is starting to make its move. We’ve seen this story before. And if history repeats, gold’s second act could be about to begin.

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Technology

The Black Box Problem

The AI labs have asked to be slowed down. Critics call it regulatory capture. The truth is somewhere in between. A black box forming inside the newest models is why this matters now.

Going Winchester

The new era of drone warfare is playing havoc with the West’s ability to defend itself. Now we’re running out of ammo.

Small Caps

The Race is On

China could shut the rare earths tap on 10 November, maybe sooner. Beijing is squeezing its banks for cash while building the fastest robots on earth. Action’s on you US.

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Market Analysis

Is It Time to Go Fishing?

With US bond yields rising and the 10-year yield reaching a level last seen in 2007, Charlie and I step back to examine the 40-year cycle in interest rates and what bear flattening of the yield curve has meant for stocks.

Nvidia Keeps the Party Going

Nvidia has done it again, delivering another blockbuster result and keeping animal spirits alive. But the strength is spreading well beyond AI. Beaten-up SaaS stocks are bouncing back from the SaaSpocalypse, while uranium, zinc, copper, gold and silver are all attracting serious buying.

Macro

Let Her Rip

Two years ago, Trump’s economic whisperer co-wrote a paper accusing party politics of running stimulus into an election. This week, Treasury reached for the exact tool he described. The same paper warns what’s next.

Worst. Budget. Ever

Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let me start with the positives…

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