All That Glitters is D̷͚͂̋o̶͔͐ỏ̵̠̅m̷̪̌e̵͓̐d̵̳͔͒
Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.
Macroeconomic News: Insights into Economic Trends and Developments
Much Ado About Nothing
Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?
Asia’s Currencies Flashing Red
These aren’t isolated currency wobbles. They’re stress gauges for global leverage and a referendum on whether the US dollar stays dominant through higher rates, or loses ground through political chaos at the Fed.
Why This Tech Guy is Backing Commodities
The macro regime has shifted. Fiscal dominance, sticky inflation, and constrained central banks create a structural case for real assets. This isn’t a rotation. It’s a regime allocation.
In 2026, stay calm and buy what’s out-of-favour
I know of no other way to protect yourself against unknowns like this than to buy out-of-favour companies at attractive prices.
A Short Christmas Message as We Look toward 2026
Happy Holidays from the Fat Tail Team
