Well, U.S. stocks are seeing some respite after posting their biggest drop this month, with Brent crude easing below $100 a barrel and bond yields pausing their climb. Where do we go from here? Let's ...

We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. This positioning does not reflect a belief that ...

July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese ...

"Land monopoly is not only monopoly, but it is by far the greatest of monopolies; it is a perpetual monopoly, and it is the mother of all other forms of monopoly." — Winston Churchill From the moment ...

Well, if you're looking at asset classes over the last decade, which performing asset class was the best? If you're thinking of the Nasdaq tech stocks, you might have been close. The Nasdaq is up 418% ...

Long before gold was used as currency and minted into coins, it was an object of immense value to the ancient civilizations of Egypt and Sumer. It was highly prized for its scarcity, malleability, and ...

One of the hardest distinctions for investors is separating a crowded trade from a bubble. A bubble typically rests on fantasy: minimal earnings, no durable cash flows, and little path to justify ...

ITR Economics forecasts a global depression around 2030, driven by five converging factors: demographics, healthcare costs, entitlements, inflation, and the U.S. national debt. U.S. national debt has ...

Welcome everyone, to another edition of Smart Macro. I'm Jim Puplava, sitting in for the vacationing Cris Sheridan. On today's show, we're going to talk about the future of oil. There's a lot of talk ...

Well, you probably never think about it. Our modern world and the technology we use daily have a source. It's easy to forget that the sleek digital world we interact with every day is entirely ...

Jun 4, 2026 – Kurt Kallaus at ExecSpec.net discusses what the prediction markets are pricing in for the Iran War and the Strait of Hormuz in addition to discussing his outlook for the US stock market ...

Yeah, I think you nailed it. I’ve been saying this myself for a while: it’s a lose-lose at this point. I think Donald Trump painted himself into a corner with his rhetoric, threats, and bullying. Now ...