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View all articlesHedge funds appear to be massively short energy (from Energy Headline News via X on October 20)…
Read articleChevron (CVX) agrees to buy Hess (HES) in the second blockbuster oil deal this month (from Reuters on October 23)…
Read articleThese oil and gas companies could be the next to strike a deal (from Barron’s on October 24)…
Read articleIn the inaugural issue of Investment Chronicles in April, we highlighted an interview with Bear Traps Report founder Larry McDonald (correctly) predicting that ExxonMobil’s proposed deal to buy Pioneer could set off a massive wave of consolidation in the energy sector.
Read articleCopper’s price curve could be signaling a significant economic slowdown (from OilPrice.com on October 2)…
Read articleThis year has seen far-above-average inflows into the global commodity market (from The Daily Shot on October 4)…
Read articleDespite weak near-term demand, copper producers are warning that there aren’t enough mines to meet long-term expectations (from The Financial Times on October 9)…
Read articleNot all commodities are highly correlated to the U.S. dollar (from The Daily Shot on October 16)…
Read articleDuring a speech last week, President Joe Biden stated that American workers were once again building the “arsenal of democracy” like they did in World War II. He clearly hasn’t seen the chart below (from Alexander Campbell via X on October 19)…
Read articleChina is now restricting exports of graphite, which is critical in manufacturing electric-vehicle batteries (from Reuters on October 20)…
Read articleWhy famed financial author Michael Lewis is “dangerously wrong” about FTX fraudster Sam Bankman-Fried (from David Z. Morris via Flesh/Markets on October 2)…
Read articleThe Bitcoin supply is “historically constrained” (from Dylan LeClair via X on October 9)…
Read articleAsset manager Fidelity Investments on why every investor should consider Bitcoin over any other digital asset (from Documenting Bitcoin via X on October 10)…
Read articleSEC Chair Gary Gensler confirms a spot Bitcoin exchange-traded fund (“ETF”) is coming to market soon (from Good Morning Crypto via X on October 18)…
Read articleHowever, an ETF is just the beginning of the longer-term bullish cash for Bitcoin adoption (from Stack Hodler via X on October 20)…
Read articleThis summer was arguably one of the best times to buy Bitcoin in years (from Timothy Peterson, CFA CAIA via X on October 22)…
Read articleBitcoin is now back above some critical price levels (from _Checkɱate via X on October 23)…
Read articleDon’t believe the hype about Bitcoin funding Hamas (from No BS Bitcoin on Oct 23)…
Read articleBlackRock reportedly becomes the first firm to get a Bitcoin ETF ticker listed on the Depository Trust & Clearing Corporation (DTCC) website (from Blockworks on October 23)…
Read articleInvestment Chronicles Issue 07
Read articleThe big story this month was the deteriorating fiscal health of the U.S. government. Total federal debt crossed $33 trillion for the first time in September – representing a massive $1.6 trillion increase (18.5% annualized) since Congress lifted the debt ceiling just a few months ago (from Charlie Bilello via X)…
Read articleThis rise in debt is being fueled by the government’s soaring budget deficit, which is currently the largest in history as a percentage of gross domestic product (GDP) outside of wartime or recession (from BofA Global Research/The Kobeissi Letter via X)…
Read articleThe largest share of this spending goes toward entitlements, which currently account for more than 100% of the “revenue” the government brings in through taxes. However, the sharp rise in interest rates since early 2022 has caused the government’s interest expense to surge from around 20% of tax receipts up to nearly 33% today (from Dylan LeClair via X)…
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