https://www.joingoldenage.com/p/a-5-10-year-does-not-break-stocksThe Scuttlebutten2026-09-18T07:30:51+00:00A 5% 10-Year Does Not Break Stocks When 80% of S&P Debt Is Fixedhttps://www.joingoldenage.com/p/core-pce-is-still-heading-for-atThe Scuttlebutten2026-09-18T06:59:38+00:00Core PCE is still heading for at least 3%, WisdomTree's fixed income strategist findshttps://www.joingoldenage.com/p/chinas-edge-is-being-not-as-goodThe Scuttlebutten2026-09-18T06:56:45+00:00China's edge is being not as good but much cheaper, says a WisdomTree ETF directorhttps://www.joingoldenage.com/p/kplers-research-director-on-oil-weveThe Scuttlebutten2026-09-18T06:54:41+00:00Kpler's research director on oil: "we've probably lost about 8.5 million barrels a day"https://www.joingoldenage.com/p/trillions-an-etf-now-holds-stakesThe Scuttlebutten2026-09-18T06:53:20+00:00Trillions: an ETF now holds stakes in OpenAI and Anthropic, both still privatehttps://www.joingoldenage.com/p/long-government-bonds-rank-dead-lastThe Scuttlebutten2026-09-18T06:50:36+00:00Long government bonds rank dead last of 134 groups — Nasdaq Dorsey Wrighthttps://www.joingoldenage.com/p/amazon-wont-cut-capex-over-50-basisThe Scuttlebutten2026-09-18T06:49:26+00:00Amazon won't cut capex over 50 basis points, says Argent's portfolio managerhttps://www.joingoldenage.com/p/the-wnba-salary-cap-went-from-14The Scuttlebutten2026-09-18T06:46:18+00:00"The WNBA salary cap went from $1.4 million to $7 million": Liberty co-owner on payhttps://www.joingoldenage.com/p/rabobanks-fx-strategist-warsh-hadThe Scuttlebutten2026-09-18T06:44:35+00:00Rabobank's FX strategist: Warsh had no choice but to hike to buy back his credibilityhttps://www.joingoldenage.com/p/01-is-the-chance-zomatos-founderThe Scuttlebutten2026-09-18T06:42:16+00:000.1% is the chance Zomato's founder gives his own airline, Bloomberg Latitude findshttps://www.joingoldenage.com/p/canada-goes-from-near-zero-to-15The Scuttlebutten2026-09-18T06:38:54+00:00Canada goes from near zero to 15 to 20 gigawatts of data centers — BMO Capital Marketshttps://www.joingoldenage.com/p/netflix-content-chief-on-sports-iThe Scuttlebutten2026-09-18T06:38:40+00:00Netflix content chief on sports: "I wouldn't even have to take it out of the $20 billion"https://www.joingoldenage.com/p/we-continue-to-watch-this-100-levelThe Scuttlebutten2026-09-18T06:33:37+00:00"We continue to watch this $100 level": Meridian partner on oil and geopoliticshttps://www.joingoldenage.com/p/bloombergs-aviation-correspondentThe Scuttlebutten2026-09-18T06:32:12+00:00Bloomberg's aviation correspondent: wings are the bottleneck on Boeing's MAX ramphttps://www.joingoldenage.com/p/memory-is-the-bottleneck-now-notThe Scuttlebutten2026-09-18T06:31:32+00:00Memory is the bottleneck now, not GPUs, says VanEck's SMH product managerhttps://www.joingoldenage.com/p/canada-has-deposits-of-over-34-criticalThe Scuttlebutten2026-09-18T06:28:54+00:00Canada has deposits of over 34 critical minerals, its Prime Minister findshttps://www.joingoldenage.com/p/10-of-the-12-top-working-class-prioritiesThe Scuttlebutten2026-09-18T06:27:48+00:0010 of the 12 top working-class priorities are economic — UC Law professorhttps://www.joingoldenage.com/p/bloomberg-ai-reporter-openais-ownThe Scuttlebutten2026-09-18T06:25:12+00:00Bloomberg AI reporter: OpenAI's own teams caught models faking citationshttps://www.joingoldenage.com/p/fortuna-partner-staying-private-untilThe Scuttlebutten2026-09-18T06:23:23+00:00Fortuna partner: "staying private until they get into a $1.5, $2 trillion market cap"https://www.joingoldenage.com/p/it-feels-like-were-due-for-a-pullbackThe Scuttlebutten2026-09-18T06:21:52+00:00"It feels like we're due for a pullback": BofA's equity strategist on timinghttps://www.joingoldenage.com/p/chips-are-about-to-become-a-financeableThe Scuttlebutten2026-09-18T06:13:48+00:00Chips are about to become a financeable asset class, says Brookfield's CEOhttps://www.joingoldenage.com/p/ai-extinction-fear-is-much-more-scienceThe Scuttlebutten2026-09-18T06:09:38+00:00AI extinction fear is "much more science fiction than science" — Google Brain's founderhttps://www.joingoldenage.com/p/irons-5-gigawatts-of-secured-powerThe Scuttlebutten2026-09-18T06:06:19+00:00Iron's 5 gigawatts of secured power are not in the price — Milk Road AIhttps://www.joingoldenage.com/p/it-was-a-moonshot-and-it-worked-lumensThe Scuttlebutten2026-09-18T06:05:12+00:00"It was a Moonshot and it worked": Lumen's CFO on restructuring $20B of debthttps://www.joingoldenage.com/p/today-its-80-fixed-bofa-on-why-aThe Scuttlebutten2026-09-18T06:02:52+00:00"Today, it's 80% fixed": BofA on why a 5% 10-year does not break stockshttps://www.joingoldenage.com/p/6-and-7-on-the-10-year-is-now-offThe Scuttlebutten2026-09-18T06:02:52+00:006% and 7% on the 10-year is now off the table, Evercore's strategist findshttps://www.joingoldenage.com/p/the-uss-top-1000-ai-people-beat-chinasThe Scuttlebutten2026-09-18T06:02:35+00:00The US's top 1,000 AI people beat China's top 10,000, 01.AI's CEO findshttps://www.joingoldenage.com/p/global-freedom-has-declined-for-20The Scuttlebutten2026-09-18T05:56:50+00:00Global freedom has declined for 20 years, Odd Lots findshttps://www.joingoldenage.com/p/venezuelas-new-hydrocarbon-law-isThe Scuttlebutten2026-09-18T05:56:50+00:00Venezuela's new Hydrocarbon Law is what attracted Continental, says its CEOhttps://www.joingoldenage.com/p/siebert-financial-cio-on-ai-capacityThe Scuttlebutten2026-09-18T05:56:02+00:00Siebert Financial CIO on AI capacity: "the exact opposite" of the fiber overbuildhttps://www.joingoldenage.com/p/genpact-ceo-aspirations-are-highThe Scuttlebutten2026-09-18T05:55:58+00:00Genpact CEO: aspirations are high across the Global 2000, but AI readiness is lowhttps://www.joingoldenage.com/p/alixpartners-has-left-lucid-and-theThe Scuttlebutten2026-09-18T05:53:08+00:00AlixPartners has left Lucid, and the $1.4B cash target it built stays — Lucid's CEOhttps://www.joingoldenage.com/p/former-ny-fed-president-on-the-fedsThe Scuttlebutten2026-09-18T05:53:08+00:00Former NY Fed President on the Fed's outlook: "inflation magically sinks back to 2%"https://www.joingoldenage.com/p/the-ai-labs-are-manufacturing-a-crisisThe Scuttlebutten2026-09-18T05:50:45+00:00The AI labs are manufacturing a crisis to win moats, says ex-Neuberger PMhttps://www.joingoldenage.com/p/ai-needs-non-proliferation-on-steroidsThe Scuttlebutten2026-09-18T05:48:46+00:00AI needs "non-proliferation on steroids", says the UN General Assembly Presidenthttps://www.joingoldenage.com/p/i-think-elon-had-a-really-good-suggestionThe Scuttlebutten2026-09-18T05:48:42+00:00"I think Elon had a really good suggestion": Cisco president on cross-checking modelshttps://www.joingoldenage.com/p/woodlock-house-pm-ai-does-in-15-minThe Scuttlebutten2026-09-18T05:45:16+00:00Woodlock House PM: AI does in 15 min what a junior analyst needed weeks forhttps://www.joingoldenage.com/p/7900-is-still-obviously-above-whereThe Scuttlebutten2026-09-18T05:43:21+00:00"7,900 is still obviously above where we are now": Yardeni Research founder on his cuthttps://www.joingoldenage.com/p/i-dont-think-well-be-asked-to-payThe Scuttlebutten2026-09-18T05:43:19+00:00"I don't think we'll be asked to pay that bond": California AG on Paramounthttps://www.joingoldenage.com/p/self-pacing-only-pays-if-rivals-doThe Scuttlebutten2026-09-17T22:52:55+00:00Self-pacing only pays if rivals do it too — Bloomberg Intelligencehttps://www.joingoldenage.com/p/theyre-not-here-anymore-lumida-ceoThe Scuttlebutten2026-09-17T22:34:36+00:00"They're not here anymore": Lumida CEO on Alberta's oil-and-gas exodus to Texashttps://www.joingoldenage.com/p/even-after-the-first-hike-of-theThe Scuttlebutten2026-09-17T10:32:05+00:00Even After the First Hike of the Cycle, Rates Are Only at Neutralhttps://www.joingoldenage.com/p/1t-of-property-debt-was-struck-500bpsThe Scuttlebutten2026-09-17T08:54:47+00:00$1T of property debt was struck 500bps below today's rates — North Bridge CEOhttps://www.joingoldenage.com/p/no-longer-science-projects-bloombergnefsThe Scuttlebutten2026-09-17T08:52:36+00:00"No longer science projects": BloombergNEF's mobility head on robotaxishttps://www.joingoldenage.com/p/justice-department-subpoenas-to-jeromeThe Scuttlebutten2026-09-17T08:43:39+00:00Justice Department subpoenas to Jerome Powell were quashed — Bloomberg Lawhttps://www.joingoldenage.com/p/columbia-law-professor-most-of-huaweisThe Scuttlebutten2026-09-17T08:36:21+00:00Columbia law professor: most of Huawei's margin is earned outside the United Stateshttps://www.joingoldenage.com/p/87-of-ev-investment-went-into-redThe Scuttlebutten2026-09-17T08:33:33+00:0087% of EV investment went into red states, says Reuters' US autos editorhttps://www.joingoldenage.com/p/miris-president-on-the-ai-math-proofThe Scuttlebutten2026-09-17T08:28:32+00:00MIRI's president on the AI math proof: "a swarm of 10,000 agents running for 11 days"https://www.joingoldenage.com/p/equity-mates-the-asx-200-growth-indexThe Scuttlebutten2026-09-17T08:24:34+00:00Equity Mates: the ASX 200 growth index is down 10.25% over 12 monthshttps://www.joingoldenage.com/p/ai-labs-alignment-means-an-ai-thatThe Scuttlebutten2026-09-17T08:19:34+00:00AI labs' alignment means an AI that won't kill 100% of humanity, says an astrophysicisthttps://www.joingoldenage.com/p/brazils-inter-grows-30-a-year-andThe Scuttlebutten2026-09-17T08:13:30+00:00Brazil's Inter grows 30% a year and trades at 8x earnings — Chit Chat Stockshttps://www.joingoldenage.com/p/moodys-chief-economist-the-10-yearThe Scuttlebutten2026-09-17T08:06:23+00:00Moody's chief economist: the 10-year was below 4% the day before the US bombed Iranhttps://www.joingoldenage.com/p/thats-not-a-viable-product-buy-holdThe Scuttlebutten2026-09-17T08:03:05+00:00"That's not a viable product": Buy Hold Rant on the AI safety fighthttps://www.joingoldenage.com/p/afr-markets-reporter-on-cathie-woodThe Scuttlebutten2026-09-17T08:03:00+00:00AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"https://www.joingoldenage.com/p/wheres-your-ed-at-writer-11-ai-insidersThe Scuttlebutten2026-09-17T07:58:49+00:00Where's Your Ed At writer: 11 AI insiders want a slowdown, none has said what it meanshttps://www.joingoldenage.com/p/91-of-pe-backed-cfos-cant-size-theirThe Scuttlebutten2026-09-17T07:08:47+00:0091% of PE-backed CFOs can't size their AI budget, Accordion findshttps://www.joingoldenage.com/p/an-october-hike-is-now-about-a-45The Scuttlebutten2026-09-17T07:07:24+00:00An October hike is now about a 45% probability — Prosper Trading Academy CEOhttps://www.joingoldenage.com/p/100-of-the-s-and-ps-2026-return-isThe Scuttlebutten2026-09-17T07:05:30+00:00100% of the S&P's 2026 return is earnings growth, says Franklin Templeton's strategisthttps://www.joingoldenage.com/p/carson-macro-strategist-on-circuitThe Scuttlebutten2026-09-17T06:55:49+00:00Carson macro strategist on circuit boards: "up 65% annualized over the last 3 months"https://www.joingoldenage.com/p/sherwoods-markets-editor-apple-isThe Scuttlebutten2026-09-17T06:55:49+00:00Sherwood's markets editor: Apple is where you hide from hyperscaler AI capexhttps://www.joingoldenage.com/p/top-100-enterprise-token-budgetsThe Scuttlebutten2026-09-17T06:55:47+00:00Top-100 enterprise token budgets are up 2-5x in a year, Bloomberg Intelligence finds