Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. AJ Scaramucci, son of Skybridge Capital founder Anthony Scaramucci, looks to be a chip off the old block. The younger Scaramucci — described by his hedge funder dad as a venture capitalist with a keen eye toward collectibles investing — was the winning bidder for Logan Paul's prized Pokémon card this month. The bidding ended on Feb. 16, after bringing in 97 bidders ...

Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. AJ Scaramucci, son of Skybridge Capital founder Anthony Scaramucci, looks to be a chip off the old block. The younger Scaramucci — described by his hedge funder dad as a venture capitalist with a keen eye toward collectibles investing — was the winning bidder for Logan Paul's prized Pokémon card this month. The bidding ended on Feb. 16, after bringing in 97 bidders ...

Gold (GC=F) topped $5,000 on Friday after the Supreme Court struck down President Trump's most sweeping tariffs and Wall Street highlighted its bullish call on the precious metal. Gold rose nearly 2%, on pace for a weekly gain, even as President Trump announced a 10% global tariff following the high court's ruling. Geopolitical hedging, concerns about currency debasement, and expectations of Fed policy easing have all contributed to the steady demand for bullion. Even with a significant drawdown at th ...

Core Viewpoint - The debate between Bitcoin and gold has intensified as investors reassess inflation risks and monetary policy, reflecting broader sentiments about the trajectory of the American economy [1] Group 1: Bitcoin vs Gold - Bitcoin is framed as a speculative bet on the success of Trump's economic policies, while gold represents a bet on America's economic failure [2] - Rising demand for gold indicates a lack of confidence in the current economic reforms and the ability to manage excessive debt [3][4] Group 2: Economic Perspectives - Investors favoring gold are betting on continued monetary expansion and debt accumulation in the US [4] - The traditional view suggests that the only way out of excessive leverage is through printing money and currency debasement [5] Group 3: Future Outlook - Bitcoin symbolizes confidence in potential regulatory clarity and policy shifts that could establish the US as a global crypto hub [5] - The contrasting views suggest that gold reflects skepticism about America's ability to overcome fiscal challenges, while Bitcoin embodies hope for reform-driven growth [6] Group 4: Implications of Economic Policies - If Trump's economic program succeeds, it could lead to a shift in Wall Street's focus from generating rent for bondholders to providing credit for builders, challenging the current gold-centric narrative [7]

Currency debasement and AI will cement the rich as forever rich and the poor as forever poor in less than 36 months.I’ve been warning you for years that time is running out.Why did you ignore me?We’ve entered the final stages.ACT WHILE YOU CAN. https://t.co/Y4s8k6hdxk ...

Markets don’t usually shout to get your attention when a paradigm shifts. But they do tend to whisper in unison pretty loudly when historical relationships start to break. In this Market on Close clip, Senior Market Strategist John Rowland, CMT, highlights a rare alignment across global markets that historically only appears during periods of financial stress: More News from Barchart Japanese long-term yields are moving parabolically The U.S. dollar is breaking a 14-year structural trend Gold and ...

Robert Kiyosaki turned a record‑setting day for gold into a new lightning‑rod prediction with a single short post on X. “GOLD soars over $5000. Yay!!!! Future for gold $27,000,” he wrote, celebrating the breakout and dangling a long‑term target that grabbed traders’ attention. That line landed just as gold futures opened around $5,013 per ounce on Monday, up roughly 0.7% from Friday and above $5,000 for the first time. That put front‑month contracts at a fresh all‑time high, according to Yahoo Finance. Sp ...

Group 1: Silver Market Overview - Silver reached $102.925 per ounce on January 23, marking its first close above $100, with Hecla Mining's shares increasing by 290.8% in 2025 and 62.5% in the current year [4] - The demand for silver may be as much as five times the expected supply, with significant time required to bring new mines into production [8] - The iShares Silver Trust (SLV) hit a 52-week high of $92.98, closing at $92.91, up 44% this year, while the iShares MSCI Global Silver and Metals Miners ETF (SLVP) finished at $47.18, up 37.7% on the year and 479% since 2012 [8] Group 2: Factors Influencing Silver Prices - Investors are concerned about currency debasement by governments and ongoing global tensions, particularly following President Trump's comments about military actions towards Iran [7] - Expectations of falling interest rates in 2026, with potential cuts to the federal funds rate, are driving investment in precious metals [8] - Central banks are increasing their gold holdings, with Poland planning to raise its gold reserves from 550 tons to 700 tons this year, reflecting a trend that began after the 2008-2009 financial crisis [8] Group 3: Market Sentiment and Future Outlook - There is a prevailing sentiment among miners and investors regarding the sustainability of the current buying frenzy in precious metals, with some experts warning that prices may be unsustainable [5][6] - The rise in silver prices has led to a shift in consumer behavior in countries like India, where high gold prices have pushed buyers towards silver [8] - Commodities prices surged recently, indicating a broader trend in the precious metals market, with gold also reaching significant highs [5][7]

Core Viewpoint - A significant divergence is emerging between financial assets and hard assets, with precious metals showing stronger conviction in future expectations compared to equities [3][4]. Precious Metals - Both gold and silver are trading near record highs, with gold testing $4,600 and silver touching $84, indicating a strong bullish sentiment in the precious metals market [2][5]. - Major institutions like JPMorgan and Bank of America have raised gold price targets to the $5,000 to $6,000 range over the next two years, driven by factors such as central bank diversification and currency debasement [4][8]. - Silver's market dynamics are particularly favorable due to persistent supply deficits and rising industrial demand, leading analysts to revise price forecasts upward [5]. Equities - The S&P 500 is projected to have a narrower margin for error, with targets clustering between 7,100 and 8,000, which implies limited upside that relies heavily on strong earnings growth and stable inflation [6]. - Current equity valuations are elevated, suggesting that even minor disappointments could negatively impact returns [6]. Future Outlook - Looking ahead to 2026, equities require near-perfect execution to achieve targets, while precious metals only need existing structural trends to continue [7]. - The consensus among analysts for gold prices is between $5,000 and $6,000, representing a potential upside of 10% to 30% from current levels [9].

Core Thesis - Newmont Corporation (NEM) is positioned as an insurance policy against Federal Reserve policies, fiscal dominance, and currency debasement [1] Federal Reserve Policy - The Federal Reserve has made its position clear regarding liquidity and balance-sheet expansion [1]