Jerome Powell (mentioned)

Mizuho strategist: a one-and-done hike takes the 10-year to 5.25% and then 5.5%

5 predictions: Why he reads Jackson Hole as a change in the Fed's model of inflation, what the savings rate has already done, and the three-to-four…

Sep 16 • The Scuttlebutt

Edward Jones strategist: AI capex goes from $800B this year to over $1.1T next

14 insights: Why a 25bp hike is 62% priced, what a 10-year above 5% would do to valuations, and the research that says buying at all-time highs beats…

Sep 16 • The Scuttlebutt

David Rubenstein: paying more interest than defense is how a country weakens

13 insights: What the $40T debt bill is already costing the Pentagon, why 19% of US adults cannot read past the 4th grade, and who owns the only Magna…

Sep 15 • The Scuttlebutt

Adam Posen: Warsh's speech was a B-minus, and the Fed just guided itself into a hike

11 takeaways: Why he expects Fed funds 75bps to 100bps higher in 6 months, what breaks if the hike never comes, and the task force he says will surprise…

Sep 2 • The Scuttlebutt

Chris Whalen: keep physical gold offshore, Powell will be remembered as one of the weakest Fed chairs, and private credit has turned…

Answering viewer questions on the boomer sell-off he doesn't expect, the leverage inside Annaly, why Nvidia lending to its customers worries him, and…

Aug 30 • The Scuttlebutt

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