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Adam Taggart, Thoughtful Money

5% Treasuries leave a 7% pension target needing 2% from stocks, Thoughtful Money finds
13 takeaways: why he says the data gave the Fed no reason to hike, where he puts fair value on the 10-year, and the secular bear market he dates to the…
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Z-Ben Advisors CEO: China is building a gold reserve asset, not a reserve currency
18 arguments: Why rare earths were "the ultimate McGuffin", why Beijing would rather the mullahs stayed, and the $10–15T of local-government debt he…
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Michael Lebowitz: 5% on the 10-year is the line in the sand for bonds
9 calls: why the fundamentals already say yields are too high, the Fed chair's hawkish pivot he doesn't fully believe, and the "free option" trade he…
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Lance Roberts: Nvidia's quarter changes nothing, a risk-reduction signal within two to three weeks, and Warsh tells the market to stop…
Why he stays underweight Nvidia at a 4% position, the 50 hedge funds distorting the bond signal, a payroll revision that came in 79,000 jobs worse, and…
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