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 findshttps://www.joingoldenage.com/p/westwood-ceo-order-a-big-gas-turbineThe Scuttlebutten2026-09-17T06:34:41+00:00Westwood CEO: order a big gas turbine today and you'd be lucky to get it by 2030https://www.joingoldenage.com/p/the-only-guarantee-we-can-get-isThe Scuttlebutten2026-09-17T06:31:41+00:00"The only guarantee we can get is that they are not safe": UC Berkeley professor on AIhttps://www.joingoldenage.com/p/diesel-is-250-a-barrel-and-the-cpiThe Scuttlebutten2026-09-17T06:29:48+00:00Diesel is $250 a barrel and the CPI does not include it — Sankey Research's presidenthttps://www.joingoldenage.com/p/fixed-income-etf-flows-hit-a-recordThe Scuttlebutten2026-09-17T06:27:18+00:00Fixed income ETF flows hit a record $440B this year, says VettaFi's head of researchhttps://www.joingoldenage.com/p/the-largest-us-capital-spending-boomThe Scuttlebutten2026-09-17T06:24:42+00:00The largest US capital-spending boom in 150 yrs is lifting real rates, HB Wealth findshttps://www.joingoldenage.com/p/i-said-the-10-year-note-is-the-riskThe Scuttlebutten2026-09-17T06:18:35+00:00"I said the 10-year note is the risk asset": Macro Risk Advisors CEO on hedginghttps://www.joingoldenage.com/p/kpmg-chief-economist-even-after-theThe Scuttlebutten2026-09-17T06:16:37+00:00KPMG chief economist: even after the hike, rates are only at neutralhttps://www.joingoldenage.com/p/likefolio-co-founder-on-retail-consumerThe Scuttlebutten2026-09-17T06:16:36+00:00LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"https://www.joingoldenage.com/p/a-20-chance-the-us-goes-socialistThe Scuttlebutten2026-09-17T06:02:52+00:00A 20% chance the US goes socialist, Interactive Brokers' chairman findshttps://www.joingoldenage.com/p/a-credibility-hike-the-data-didntThe Scuttlebutten2026-09-17T05:58:06+00:00A credibility hike the data didn't require — Wolfe Research's chief economisthttps://www.joingoldenage.com/p/picking-6-systemic-risks-at-onceThe Scuttlebutten2026-09-17T05:58:06+00:00Picking 6 systemic risks at once was the mistake, says Domini's CEOhttps://www.joingoldenage.com/p/fortell-ceo-airpods-are-clinicallyThe Scuttlebutten2026-09-17T05:52:43+00:00Fortell CEO: AirPods are clinically valid audiometers you can use at homehttps://www.joingoldenage.com/p/atlassians-chief-ai-officer-on-theThe Scuttlebutten2026-09-17T05:52:42+00:00Atlassian's chief AI officer on the SaaS threat: "We are in 85% of the Fortune 500"https://www.joingoldenage.com/p/theres-really-almost-no-incentivesThe Scuttlebutten2026-09-17T05:46:49+00:00"There's really almost no incentives to invest in people": ex-Commerce Secretary on AIhttps://www.joingoldenage.com/p/a-us-solar-industry-costs-less-thanThe Scuttlebutten2026-09-17T05:42:52+00:00A US solar industry costs less than one hyperscaler's data centers, says Swift Solar CEOhttps://www.joingoldenage.com/p/not-one-paragraph-of-a-12-page-carThe Scuttlebutten2026-09-17T05:41:39+00:00Not one paragraph of a 12-page car loan is required by law — Tesla's former presidenthttps://www.joingoldenage.com/p/80-of-voters-have-a-negative-viewThe Scuttlebutten2026-09-17T05:37:26+00:0080% of voters have a negative view of AI, PIMCO's public policy head findshttps://www.joingoldenage.com/p/the-war-for-talent-is-bigger-thanThe Scuttlebutten2026-09-17T05:29:32+00:00"The war for talent is bigger than it's ever been": Goldman's PE co-head on AIhttps://www.joingoldenage.com/p/bone-fide-wealths-founder-and-itsThe Scuttlebutten2026-09-17T05:29:32+00:00Bone Fide Wealth's founder and its legal director: Gen Z couples rush to joint accountshttps://www.joingoldenage.com/p/apollo-president-on-sports-debt-youreThe Scuttlebutten2026-09-17T05:27:33+00:00Apollo President on sports debt: "You're loaning 10, 15, 20 cents on the dollar"https://www.joingoldenage.com/p/the-seed-round-is-now-the-old-seriesThe Scuttlebutten2026-09-17T05:13:39+00:00The seed round is now the old Series A, says Glasswing's managing partnerhttps://www.joingoldenage.com/p/real-s-and-p-earnings-went-from-5The Scuttlebutten2026-09-17T05:11:34+00:00Real S&P earnings went from $5 to 250 since 1921, says Treussard Capital's founderhttps://www.joingoldenage.com/p/your-phones-going-to-be-an-agentThe Scuttlebutten2026-09-17T05:03:59+00:00"Your phone's going to be an agent": Okta CEO on the identity problemhttps://www.joingoldenage.com/p/reciprocal-research-director-on-aiThe Scuttlebutten2026-09-17T05:02:39+00:00Reciprocal Research director on AI self-improvement: "closer to one year than five"https://www.joingoldenage.com/p/hundreds-of-cpus-go-into-one-robotThe Scuttlebutten2026-09-17T04:57:44+00:00Hundreds of CPUs go into one robot, and supply is the constraint, says Arm's CEOhttps://www.joingoldenage.com/p/anthropics-slow-down-letter-is-aThe Scuttlebutten2026-09-17T04:57:44+00:00Anthropic's "slow down" letter is a capital raise in disguise — Lumida CEOhttps://www.joingoldenage.com/p/getting-a-kilogram-to-orbit-wentThe Scuttlebutten2026-09-17T04:55:20+00:00Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEOhttps://www.joingoldenage.com/p/palo-alto-networks-ceo-ai-is-theThe Scuttlebutten2026-09-17T04:50:34+00:00Palo Alto Networks CEO: AI is the first technology whose output keeps changinghttps://www.joingoldenage.com/p/the-next-cpi-print-starts-with-aThe Scuttlebutten2026-09-17T04:45:40+00:00The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEOhttps://www.joingoldenage.com/p/warshs-own-inflation-gauge-is-40bpsThe Scuttlebutten2026-09-17T04:44:41+00:00Warsh's own inflation gauge is 40bps lower than a year ago, says Rosenberg Researchhttps://www.joingoldenage.com/p/seaport-analyst-nvidia-is-sold-outThe Scuttlebutten2026-09-17T04:41:20+00:00Seaport analyst: Nvidia is sold out for this year and probably nexthttps://www.joingoldenage.com/p/china-makes-70-of-the-worlds-evsThe Scuttlebutten2026-09-17T04:38:42+00:00China makes 70% of the world's EVs, so nobody can compete — Fidelity China managerhttps://www.joingoldenage.com/p/bny-wealth-cio-the-hawks-have-toThe Scuttlebutten2026-09-17T04:37:33+00:00BNY Wealth CIO: the hawks have to explain why inflation is not higherhttps://www.joingoldenage.com/p/150bps-of-repricing-explains-theThe Scuttlebutten2026-09-17T04:34:42+00:00150bps of repricing explains the whole 10-year move, Tradition's macro advisor findshttps://www.joingoldenage.com/p/none-of-us-like-the-product-lightfieldThe Scuttlebutten2026-09-17T04:28:45+00:00"None of us like the product": Lightfield CEO on pivoting away from 25M usershttps://www.joingoldenage.com/p/kaifeng-ceo-on-japans-consumer-stocksThe Scuttlebutten2026-09-17T04:24:33+00:00Kaifeng CEO on Japan's consumer stocks: "Right now, PE is 50 times"https://www.joingoldenage.com/p/former-fed-trader-two-more-hikesThe Scuttlebutten2026-09-17T04:24:33+00:00Former Fed trader: two more hikes, and the 2028 dot moved up 50bps