What Scott Bessent did today is a call to SHORT more US bonds
The government couldn't find enough buyers for its own long bonds, so the government became the buyer.
The Noble Update
Curating The Latest Deep Dive Investment Insights
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The obvious oil trade came and went in March, THIS is the one that lasts:
Think about this:
Robin J Brooks | Between a Rock and a Hard Place
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This is the only way out of $40 trillion in government debt
There is only ONE way out of $40 trillion in government debt, and it runs straight through the printing press.
55 years ago, Nixon robbed you...
Nixon closed the gold window 55 years ago today.
Sentiment Trader | Jay Kaeppel | Beware Election Years
1
We Won't Get Fooled Again | Sam Kovacs
1
When the headlines are wrong...
The oldest way to make money in this business is to find a situation where the headline says one thing and the facts say another.
Should Equity Investors Be Reassured By Record Corporate Profits?
Record corporate profits are the last argument the bulls have left - and Anatole Kaletsky just took it apart with an equation from 1935.
This company just keeps getting better
I want to talk about a gold miner today.