Trump posted this on Truth Social over the week-end.
Source: Jim Bianco
Gold was 21% of global assets in 1980. Today it's 5%
The financial universe got 4X bigger. Stocks, bonds, derivatives, crypto Sometimes the denominator is the story Source: Katsua Research
Government shutdowns all have the same cause:
Congress fails to approve new spending when previous spending bills expire. But their impact can vary based on timing, duration and quirks of the budget process that can make money available to some agencies but not others. Here's what shuts down in a shutdown - Bloomberg
Over and over and over again.
Source: Peter Mallouk @PeterMallouk
On September 30, 2025, Nvidia will file its 13F form.
This report will list the companies Nvidia has invested in. Here are Nvidia’s current investment stakes: Source: graniteshares
US government shutdowns can last weeks...
The longer the shutdown, the higher the impact on GDP Source: Bloomberg
Gold and Digital Gold aka bitcoin are diverging.
Does it signal troubles ahead for cryptos? Note this is not the first time it happens, including in 2025 Source: HolgerZ, Bloomberg
Jeff Weniger went through all the cycles back to 1974.
In the 12 months after the first rate cut, Consumer Discretionary went on to beat the market in 75% of the observations. Poor performers included Energy and Utilities, which beat the market in only 17% and 25% of the 12-month windows, respectively. Source: Jeff Weniger
