Q4 Update: All Booms End in a Bust – The AI Boom Is Likely No Different Read here: financialsense.com/blog/2183…
Hedging the AI Trade: Samantha LaDuc on 5% Yields and the Breaking Point @SamanthaLaDuc financialsense.com/podcast/2…
The Great ARM Reset: Why the Sovereign Debt Trap Is 2008 in Disguise - Jim Puplava's latest message financialsense.com/blog/2182…
Financial Sense retweeted
The Mathematical Certainty of the Coming Debt Storm: Why the Fed Is Trapped
🎩 by Jim Puplava @FinancialSense_ @JamesJPuplava
"We are shifting from an era where paper assets and financial engineering ruled, to an era where the cost of capital matters again. As the Fed is eventually forced to monetize the debt to stave off a sovereign default, the currency will be the ultimate release valve." 🎯
financialsense.com/blog/2181…
Financial Sense retweeted
BREAKING: Iran announces a large UAE-owned container ship carrying more than 2,500 containers hit a naval mine, exploded and sank this morning in the US-backed southern Omani corridor of the Strait of Hormuz.
It is the first vessel sunk by a mine in the war.
Initial reports indicate the cargo ship was carrying luxury perfumes and iPhones from Dubai.
Financial Sense retweeted
BREAKING: Israel is preparing to join the campaign against Yemen's Houthis, with Netanyahu seeking Saudi Arabia's approval through US mediation, per Haaretz.
President Trump announced Russia has agreed to provide the world with millions of tons of diesel fuel over the next several months in a bid to decrease skyrocketing global prices. cbsn.ws/4jPkSJP
"I Got Booed for Raising Cash": Jeffrey Huge Says This Feels Like 1999 @Alpha_Insights financialsense.com/podcast/2…
Breaking: Greg Weldon Discusses Chaos in Global Bond Markets as Yields Continue to Spike @WeldonLIVE @money_podcast
financialsense.com/podcast/2…
JUST IN: The Pentagon is reportedly directing U.S. Central Command to finalize preparations for potential major combat operations and strikes against Iran, with planning reportedly underway ahead of the midterm elections.
@TreyYingst reports on the military preparations as questions grow over whether the U.S. could take further action against Tehran.
Resources, Trade Routes, and Military Bases - Greenland Deal a Major Win for the U.S., Says Edward Gustely financialsense.com/podcast/2…
Financial Sense retweeted
Great to talk to Jim again. Trump has talked about inflating away the debt a few times now; this is a discussion about how that might happen and how you can protect yourself
Tindale: “You can’t pay the debt. You haven’t got the fiscal discipline. So you inflate it away.”
@ctindale calls it Financial Repression 2.0: higher rates to suck capital in, then lock it, then inflate.
The tell is gold. Central banks are taking it home. $9.5T is rolling from ~1% into ~4.5%. He thinks the regime breaks inside 12 months.
Full interview on Financial Sense Newshour:
financialsense.com/podcast/2…
Michael Belkin: The Bond Market Is Flashing 1987 All Over Again youtu.be/C1DlmUF0LlM @Hyperpyron
Tindale: “You can’t pay the debt. You haven’t got the fiscal discipline. So you inflate it away.”
@ctindale calls it Financial Repression 2.0: higher rates to suck capital in, then lock it, then inflate.
The tell is gold. Central banks are taking it home. $9.5T is rolling from ~1% into ~4.5%. He thinks the regime breaks inside 12 months.
Full interview on Financial Sense Newshour:
financialsense.com/podcast/2…


















