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 ...
July 20, 2026 – Brendan McMurtrie and Crystal Colbert discuss essential financial and workplace planning tips for expectant mothers. They explain maternity leave, FMLA, California protections, paid ...
"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 ...
The oil markets possess an innate, historical tendency to overshoot to structural extremes before undergoing a violent turnaround, both on the upside and the downside. We are currently witnessing this ...
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 ...
To speak with any of our advisors or wealth managers, feel free to Contact Us online or give us a call at (888) 486-3939. Well, my take is that, at least I think as of a couple of months ago, I was ...
Yeah, it's been a really fascinating ride since the end of March—one of the most powerful rallies we've had in the broad U.S. equity markets in history. In particular, if you look at the semiconductor ...
Well, the market is clearly saying that we have a lot of forward earnings pulled forward and they're excited about it. We've got an AI ecosystem trade that is largely pulling us higher. One of the ...