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The Monetary Matters Network
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ai Why Yield Curve Control is the Only Way to Stop a Global Bond Crisis | Luke Gromen
Luke Gromen argues yield-curve control is needed as defense spending, retirement liabilities and foreign bond selling drive a global bond crisis.
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ai Next Financial Crisis Unlikely To Start in Private Markets (Fundamentals Solid!) | Nicholas Brooks
Private credit fundamentals remain resilient as U.S. interest coverage improves and Europe stabilizes; soaring government debt and fiscal deficits…
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ai The Next Financial Crisis Isn't In AI, It's In US Treasuries | Russell Clark
Russell Clark predicts 10-year Treasury yields will reach 10% as wage growth and affordability politics turn inflationary, pressuring housing,…
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financial risk The Next Financial Crisis Isn’t In Banks. It’s In Insurance & Private Credit | Nick Nemeth
Nick Nemeth argues private-equity-owned insurers’ leveraged private-credit and CLO holdings could trigger annuity-surrender runs without a federal…
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crypto Why Capturing The Market’s Biggest Trends Means Embracing High Volatility | Takahe Capital
Takahe Capital targets 25–30% annualized volatility in trend-following, using dynamic sizing and letting winners run to capture outlier moves in…
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ai Semiconductors Are Gushing Cash… Here’s What’s Next in The AI Trade | Ben Pouladian
AI data-center expansion is constrained by energized land and construction labor, not GPUs.
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ai Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould
Lighthouse Group CIO Sean McGould targets global alpha through Japan’s governance reforms, AI-driven equity issuance and multi-manager investing.
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banking How The Federal Reserve Could Shrink Trillions From Its Balance Sheet | Darrell Duffie
Federal Reserve balance-sheet runoff needs lower bank reserve demand to avoid losing rate control and destabilizing repo markets.
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data centers Why This $73 Billion Investor is Avoiding Data Centers: “They’re Too Expensive” | Josh Pristaw
Clarion Partners avoids direct data-center development on cost and concentration risk, favoring its $42 billion industrial portfolio and senior…
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ai The Reverse Crash: Why the S&P 500 is Headed Straight to 10,000 By 2027 | Erik YWR
Erik YWR forecasts the S&P 500 at 10,000 by 2027 as inflation lifts nominal assets, AI earnings accelerate and banks and exchanges regain momentum.
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ai Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Jay Ritter expects a potential 2026 wave of mega-IPOs including SpaceX, OpenAI and Anthropic, while warning that trillion-dollar AI valuations and…
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ai Lessons From The First Great Depression You Never Were Taught | Liaquat Ahamed
Liaquat Ahamed links the 1873 crash and gold-driven deflation to today’s global AI investment boom, warning competition could produce poor returns…
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ai Every Layer of AI Is Losing Money!
AI developers, compute providers and many customers are losing money as adoption rises; OpenAI’s 2025 spending reached $34 billion.
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copy trading The Secret to Investing Like Substack & FinTwit's Top Researchers
Plutus automates execution of independent researchers’ global model portfolios while tailoring allocations to investors’ risk and return needs,…
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ai OpenAI Lost HOW Much?! 😳
OpenAI reportedly generated over $13 billion of 2025 revenue while spending $34 billion, pushing losses toward $21 billion as AI infrastructure and…
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ai Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
OpenAI lost $21 billion in 2025 as LLM training and inference costs outrun customer revenue, fueling claims that the AI boom is financially…
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