The Federal Reserve may no longer be driving the market. The US Treasury and the White House have taken control of the liquidity lever.
09-09-2026 11:23
The Fed has stopped giving markets clear guidance, and I don’t think that’s an accident. America is entering a huge investment cycle spanning AI, electricity, robots, factories, steel and copper. If the money follows, inflation and volatility could surge — and some of the assets, companies and critical bottlenecks caught in the middle could go berserk.
09-09-2026 11:23
I said I’d tell you when I sell a stock I’ve mentioned, so here it is: I’ve just sold Equinor, my only oil...
09-09-2026 11:23
09-09-2026 11:23
Bitcoin is ripping higher again, and the bullish predictions are returning with it. But before talking...
09-09-2026 11:23
09-09-2026 11:03
I sold gold when the charts started looking too vertical. Now I’m moving back into precious metals —...
09-09-2026 11:16
Everyone is watching Nvidia and the obvious AI names. But the next phase of the boom could belong...
09-09-2026 11:03
11-08-2026 14:05
11-08-2026 13:59
Gold is holding above $4,000, but the bigger signal may be coming from mining stocks. If miners are...
11-08-2026 14:05
11-08-2026 13:59
AI stocks may finally be finding a bottom. But if Korea is showing us what comes next, the coming AI...
11-08-2026 13:51
You can be right more often than wrong and still lose everything. The missing ingredient is position...
11-08-2026 13:27
Forget which AI model ultimately wins. The bigger opportunity may be underneath them all — compute,...
11-08-2026 13:51
11-08-2026 13:27
Everyone wants silver to keep climbing, but the chart is telling a different story. I’m breaking out...
11-08-2026 13:27
11-08-2026 13:19
11-08-2026 13:27
11-08-2026 13:19
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