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The quarter-point hike was political, not economic, says Sri-Kumar Global's president
14 predictions: Why he wanted 50 basis points, when the second hike lands, and the reason he says the Treasury's bond buyback failed on its own numbers
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Verified Investing president: a Fed rate hike is what brings the 10-year yield down
16 calls: Why he is short oil at $105, the S&P level that would invalidate his bull case, and the Bitcoin line he says holds the whole pattern together
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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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$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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"I think we're going to see 6%": BubbaTrading.com founder on the 10-year
13 calls: Why he says $96 crude is a fear trade on its way to the 60s, what he expects the Treasury to do about a 6% yield, and the $7T options expiry…
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Ex-BofA rates chief: 5.25% on the 10-year is where the AI trade breaks, not 6%
18 calls: Why he thinks Trump has to ban Chinese AI models before Anthropic's IPO, the $1.3T secondary bid against a $2T ask, and the oil trade he set…
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Justin Wolfers: labor's share of income is the smallest in recorded history
15 arguments: why he blames the AI build-out and the deficit for the global bond selloff, what the $5,000 checks would actually cost, and why the…
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Peter Grandich: above 5% on the 10-year for two days is a bond crisis
10 calls: The level he says breaks the Treasury market, why he thinks a Fed that holds is worse than a Fed that hikes, and the asset he moved into at…
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Gary Wagner: crude near $100 is what forces the Fed's hand next week
10 charts: why gold and oil are climbing together, the price where his absolute support for gold sits, and the two things that would turn him bearish
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Mike McGlone: gold has become a stock puppet, and he would sell into it
9 takeaways: why he calls Trump's $5,000 midterm pledge a sign of desperation, the 2008 playbook he expects oil to repeat, and the "accident waiting to…
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Richard Teng: August's bitcoin rally was renewed spot demand, not leverage
15 takeaways: Why he says institutions and retail both came back at once, how traditional-asset trading became Binance's fastest-growing business, and…
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Brett Heath: central banks now hold more gold than Treasuries, for the first time ever
11 takeaways: Why hedge funds now set the price of US debt, his $4,000 floor for gold, and why he says copper — not chips — is AI's real bottleneck
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