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Aurelion co-founder: gold gets to $5K an ounce, and oil does not go above $120
9 calls: why he sold his miners in January and is buying them back, the two ways he owns uranium, and the photonics supplier that told him copper is a…
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"Inflation is here to stay": former US Congressman on why spending won't be cut
12 arguments: why he says a real spending cut would bring riots, what he expects gold and bond yields to do when the dollar is dumped, and why he would…
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Europe will miss contracted Saudi oil deliveries, says Bloomberg's statecraft lead
4 takeaways: The pipeline attack that closed a Hormuz bypass, why Europe's shortfall pulls on US crude, diesel at a record high, and what the Greenland…
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Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"
16 arguments: Why he says inflation only falls when asset prices do, what the Fed can and cannot do to 10-year yields, and why Japan is finally…
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The Canadian Investor: the AI labs are racing to become too big to fail
15 takeaways: Why a rate hike can hand income to households, the gap between what an AI subscription costs and what it buys, and a -17% housing-starts…
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Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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DoubleLine strategist on the Fed: "1.3 hikes are expected by the end of the year"
10 numbers: a unanimous 25bps hike with 16 of 18 officials wanting more, the 10-year's first close above 5% since 2023, and WTI back over $100
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26 countries tried laser enrichment and none built a plant — LIS Technologies president
16 takeaways: The single US enrichment plant is European-owned, two-thirds of the fuel is imported, and he says his prototype is weeks from its first…
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Treat a $400K nest egg like $300M, says Armington Capital founder
10 principles: The five funds he puts 20% each into, why he says middle-class investors take more risk than rich ones, and the two commodity ETFs he…
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Diesel is $250 a barrel and the CPI does not include it — Sankey Research's president
12 calls: US refiners running flat out at 98% with distillate inventories at the lowest ever observed, why he is long oil only until December 5, and the…
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Former Fed trader: two more hikes, and the 2028 dot moved up 50bps
12 calls: Why Warsh's strong-productivity line is not in the data, the 30-year TIPS yield he says is the highest in two decades, and the Treasury…
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US Energy Secretary: the Saudi pipeline outage will be measured in days
4 takeaways: Where the barrels go while it is down, why refining is now the tighter constraint than crude, and his answer to Gavin Newsom's post about…
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