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The Federal Reserve is About to Have an Extremely Awkward Meeting
The Federal Reserve is widely expected to announce a rate cut on Wednesday amid a rash of concerning economic data and the presence of two Fed governors in an active legal battle.

Asset Prices Rise, Inflation & Tariff Questions Linger
Prices for stocks, gold and bitcoin moved higher last week as investors anticipate a cut in interest rates by the Federal Reserve next week. Tariff uncertainty and inflation concerns linger ahead of fresh inflation reports this week.

Markets Focused on Washington as September Begins
Historically, September is the stock market's most challenging month, combining the worst average performance with increased volatility. All eyes are on Washington as the Fed and the Trump Administration clash over economic and fiscal policy.

Is the Stock Market ‘Unsinkable’?
Investor confidence in stocks has reached a new level of extreme. There’s a growing belief that the U.S. stock market is ‘unsinkable.’ When I expressed this concern to a fellow investment advisor, his response was stunning…

Inflation & Tariffs Test The Fed
Hotter-than-expected inflation reports are testing the Federal Reserve. We explain why a strong economy and a surge in producer prices make a September rate cut a dangerous move, especially with tariff impacts still to come. Find out why we believe the Fed will hold steady, plus the latest on crypto adoption by major banks.

The Case for Ethereum
A quiet revolution is underway on Wall Street, and its engine is Ethereum. While the world speculates on the future of cryptocurrency, major financial institutions are already building the next generation of finance directly on Ethereum's rails. This is not a distant dream; it's happening now, with Wall Street leveraging Ethereum for stablecoins, tokenized stocks, and global payments.

A Spicy Week on Wall Street
Job growth slowed in July and numbers for May and June were revised “stunningly” lower. Trump fired the head of the Bureau of Labor Statistics (BLS) and hiked tariffs. Earnings reports were mixed, inflation accelerated and there was high drama at the Federal Reserve.

Bull Market Intact as Tariff Impacts Loom
The stock market has reached a new all-time high, but impacts from higher tariffs have yet to hit the economy and may weigh on earnings season.

What are Stablecoins and Who Cares?
Stablecoins are important for several reasons. Most importantly, they act as a bridge between the traditional financial system and the growing digital monetary network.

The Case for Uranium
We believe the bull market for uranium is still in its early innings, driven by a fundamental and persistent supply and demand imbalance.

The Price of Everything and the Value of Nothing
“What is a cynic? A man who knows the price of everything and the value of nothing.” —Oscar Wilde

U.S. Strikes Iranian Nuclear Facilities
The U.S. has launched airstrikes on Iranian nuclear infrastructure. The parallels with the 2003 invasion of Iraq are hard to ignore.

The Case for Bitcoin
Bitcoin holds the promise of revolutionizing money at a time when the cracks in the foundation of our monetary framework are expanding…

The Economy is Weaker than is Generally Understood
Wall Street consensus has downgraded the probability of a U.S. recession this year and betting markets have reflected this. The odds of a recession in 2025 on Polymarket have declined from around 66% on April 6 to 33% today. Dr. Hunt has a contrarian view and believes that there is more than a 50% chance of recession…

7 Reasons Passive Investing is Dead
The current investment environment, with its elevated levels of volatility and uncertainty, is motivating investors to think about whether or not their investment strategy is right for the market conditions.

Is Risk in the Private Credit Market Increasing?
We still believe that the most likely outcome for private credit is that it will survive and possibly even thrive, but we believe the tail risks are increasing, so we are choosing to step aside.

China Wins Battle in Trade War
The first battle in the US-China trade war is over and China won.

V-Shaped Stock Recovery?
The V-shaped recovery that has followed the sell-off in early April suggests the stock market is not pricing-in the higher likelihood of economic recession and investors are betting that the ever present monetary or fiscal stimulus backstop will be there.

Relationships & Research
Two weeks ago, I had a memorable call with client named Richard, a technology engineer from New Jersey who designs thermal cooling systems for telecom equipment…

China: The Fake Superpower
Behind the façade, which has fooled many economists, journalists and politicians, China’s economy is driven by a fragile communist system full of contradictions and untold suffering.