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Big Short investor: Bessent's "I am the house" is a tell, not a threat
5 arguments: why Japan can sell $1.2T of US Treasuries to defend the yen, what a card-counter's answer to "I am the house" is, and why central banks are…
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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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"That's an asinine reason to hike": Futures Edge on Wednesday's Fed decision
12 calls: Why a 93.5% hike probability may still not bind the Fed, the crude spike that priced a 4M-barrel shortfall, and the gold level one host says…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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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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More than half of US homes fell in price in 12 months — Whalen Global Advisors chairman
13 calls: Why the Fed gets forced back into bond buying, the $2T deficit that makes a rate hike beside the point, and the insurers he says will not be…
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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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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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"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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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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The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEO
14 calls: The portfolio he has moved entirely out of AI, why he says 30-year TIPS never protected anyone from rising rates, and the sector he calls the…
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HSBC gold analyst: central banks' gold is now worth more than their Treasuries
8 takeaways: Why gold sold off after the strike on Iran instead of rallying with oil, what 20 years of central bank selling explains, and the price he…
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