The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
Archive
About

Retirement

"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…
 • The Scuttlebutt
The age pension pays a couple 62% of a comfortable retirement — Equity Mates
9 lessons: the Fed, the ECB and now the RBA all raising, the retirement assumptions that have stopped holding, and Owen Rask on when to rip the band-aid…
 • The Scuttlebutt
State Street Investment Management CEO: the era of the optimized portfolio is over
6 calls: what she wants investors holding instead, the 10% private-markets sleeve now sitting inside her target date funds, and why SPY is the default…
 • The Scuttlebutt
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…
 • The Scuttlebutt
BlackRock's US wealth head: 55,000 advisors now ask it to build the portfolio
7 arguments: What the Anthropic tie-up actually is, the four acquisitions sitting behind one custom portfolio, and why she says the advisor is running…
 • The Scuttlebutt
Mike Green: the Treasury can retire $2 of old debt for every $1 it issues
12 takeaways: Why the 30-year has no natural buyer left, how Australia's 25% debt-to-GDP undercuts the US fiscal-crisis story, and the gold measure he…
 • 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…
 • The Scuttlebutt
Kenneth Rogoff: The US debt only gets fixed after a shock, why growing out of it won't work, and the AI collapse he says is coming anyway …
Warsh's hawkish Jackson Hole debut, mortgage rates stuck near 6.66%, and ADP's chief economist on a job-switching premium down to about 2% and nearly…
 • The Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture