Ray Dalio (mentioned)

"We're moving the 8,400 for the S&P 500": Yardeni Research on turning cautious

14 calls: Why he thinks the unwinding yen carry trade pushed global bond yields up, the $110T held by over-65 households, and the Treasury bazooka he…

3 hrs ago • The Scuttlebutt

Marieke Flament and Nicolas Colin: the dollar has decades left, not years

8 arguments: Why the 1970s are the template for what happens next, what actually makes a currency sticky, and the four moments that set the reset going

Sep 15 • The Scuttlebutt

Animal Spirits' hosts: hyperscaler debt is now 70% of Treasury issuance

17 takeaways: why higher rates are good news for savers, why Nvidia's operating income now beats Apple's, and how an AI agent got a diner's Resy account…

Sep 11 • The Scuttlebutt

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