Gold is still in its ‘explosive phase,’ says Deutsche Bank, as it sticks to year-end target
Going back as far as 1957 and a few periods notwithstanding, gold tends to outperform CPI and in the last couple of yars this has been especially pronounced.…
Strategy sold another $105 million of bitcoin last week, repurchased $81.2 million of STRC
The company trimmed bitcoin holdings by 1,638 coins, while raising $290.6 million with sales of common stock. Source：CoinDesk
SpaceX’s first-ever earnings report is a big deal — but not because of the numbers
Investors will be more focused on Elon Musk’s commentary and the potential for added stock volatility. Source：MarketWatch
The gap between big tech and the rest of the market just vanished. Here’s what it means for investors.
Goldman Sachs says hot technology stocks have taken a beating — and investors should take a fresh look. Source：MarketWatch
Private credit has dodged public scrutiny for too long — and regulators need to step in
State regulators should mandate public disclosure of ratings of private credit. Source：MarketWatch
‘I’m easing into retirement’: I’m getting an $80,000 pension payout. Where can I invest it safely?
“I expect to have several years before I take distributions from my 401(k) account.” Source：MarketWatch
Ripple invests in Zilo and Licuido to assist tokenized capital markets push
Ripple made a strategic investment in Zilo and Licuido as it looks to enable the use of tokenized funds as collateral from the point of issuance.…
Oil prices fall to three-week low after Trump calls off planned attack
Oil prices declined sharply on Monday as hopes rose among investors of a potential deescalation in the war between the U.S. and Iran. Source：MarketWatch
Bitcoin may find bear market bottom in August: 10x Research
Bitcoin could confirm an August bearmarket bottom, though rising Treasury yields could force the Fed to raise rates in September, according to 10x Research.…
The bitcoin futures yield collapse: Once over 20%, now less than Treasury notes
Bitcoin futures’ oncerich carry has evaporated, with quarterly basis yields trailing two‑year U.S. Treasuries since February, a sign of shrinking arbitrage and…
Should wealthier Americans forgo their Social Security benefits as a charitable gesture?
A reader writes: “I will likely be in a position to decline my benefits.” Source：MarketWatch
Warsh tightened more by pausing than by lifting rates, this bond-market veteran argues. Here’s the math.
It sounds paradoxical, but Federal Reserve Chair Kevin Warsh may have tightened the economy by not lifting interest rates than he would have by actually…