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October 21, 2025
Funding markets are showing signs of stress. How concerned should we be? We will also share our thoughts about inflation heading into Friday's CPI release and AI’s impact on investing.
Today's topics include signs of strain in the funding markets, federal workers filing for unemployment, explaining how gold & stocks can rally simultaneously, central banks continue buying gold, investing made easy, stocks climbing a wall of worry, traders paying up for protection around Trump/Xi meeting, a history of China's rare earth dominance, and the TACO trade
Two days ago, Chairman Powell warned, "signs have begun to emerge that liquidity conditions are gradually tightening." These signs are becoming full-blown and regional bank stocks are plunging.
Today's topics include earnings expectations, everyone's hopping on the AI bubble wagon, oil's recent decline, how well does the optimal world portfolio perform?, where is household wealth tied up?, and credit concerns
Over the past six months, traders would have had a tough time losing money. Seemingly every asset class has gone up in value.
Gold euphoria is near an all-time high. Those who have tried to fade the rally due to overly bullish sentiment have paid the price.
Recently graduated men are having a harder time finding careers than their female counterparts.
Despite gold returns roughly tripling bitcoin returns this year, IBIT has seen larger inflows than GLD.
European natural gas inventories are not as full as they typically are at this time of year. Long-range weather forecasts for this coming winter predict it will be colder and snowier than usual.