Beyond The Data Center: Goldman’s Silicon Valley Field Trip Finds AI Moving From Chips To Workflows
Beyond The Data Center: Goldman’s Silicon Valley Field Trip Finds AI Moving From Chips To Workflows Goldman analysts led by George Tong returned to Silicon Valley for their second AI field trip, meeting with AI startups, public companies, VCs, and professors from Stanford, UCSF, and UC Berkeley to assess whether corporate America is truly embracing […]
Elon Musk Loves Silver: How Demand Could Skyrocket in Green Tech
Elon Musk’s silver demand is soaring for a reason. He doesn’t often shout it from the rooftops, but the industries he leads have an unspoken “love” for silver. Whether it’s powering Teslas, solar panels, or even playing a role in nuclear technology, silver’s unique properties make it a must-have for…
Report: U.S. National Debt to Hit Staggering $53 Trillion by 2035, Exceeding GDP
America’s national debt is on track to explode from $37 trillion today to $53 trillion by 2035—120% of GDP—according to a new report from the Committee for a Responsible Federal Budget. This projection exceeds previous estimates by $1 trillion. The numbers are staggering: yearly deficits will grow from $1.7 trillion…
Outcrop Silver Strikes Bonanza-Grade Discovery: 1,877 g/t Silver at Colombia’s Morena Vein
Outcrop Silver & Gold has discovered exceptionally high-grade silver and gold at its Morena vein in Colombia’s Santa Ana project. The standout intercept yielded 1,877 grams of silver per ton and 4.26 grams of gold per ton over 0.55 meters (1.8 feet), equaling 2,197 grams silver equivalent per ton. This…
Traders Scale Back Rate Cut Bets, Sending Gold Lower Ahead of Jackson Hole
Gold prices dipped slightly to around $3,330 per ounce as traders reduced their expectations for Federal Reserve rate cuts. Strong U.S. manufacturing data showed factories expanding at their fastest pace in over three years, raising inflation concerns. Markets now see only a 73% chance of a rate cut next month,…
BRICS’ Gold Glory The Dawn of a New Era
Written by: The MacroButler Beyond the fading grandeur of the G7 and G20—clubs of nations forged in the aftermath of World War II and now mired in economic stagnation and demographic decay—a new alliance has emerged on the geoeconomic map: BRICS+. This coalition—Brazil, Russia, India, China, and South Africa—represents a…
Swiss Gold Exports Surge to US in Final Month Before Historic 39% Tariff
Switzerland’s exports to the US rose 1.1% in July, driven by increased gold and watch shipments, just before President Trump imposed a surprising 39% tariff on Swiss goods—the highest among developed nations. Gold exports jumped to their highest level since March, while Swiss watch exports returned to growth, primarily due…
$51 Billion Harvard Fund Dumps Tech Stocks, Loads Up on Gold and Crypto
Harvard Management Company made significant portfolio shifts in Q2 2025, most notably adding Bitcoin and gold exposure for the first time. The $51 billion endowment invested $117 million in the iShares Bitcoin Trust ETF and $101.5 million in the SPDR Gold Shares ETF, signaling a move toward alternative assets and…
America Shocked After Learning Debt Must Be Paid Back
America Shocked After Learning Debt Must Be Paid Back Submitted by QTR’s Fringe Finance Stop the presses: Americans have just learned that borrowing money means eventually paying it back. Who could have guessed? According to CNBC, nearly 1 in 5 student loan borrowers aged 50 and older are “seriously delinquent”—meaning at least 90 days late—on their […]
Currency Markets on Hold: 79% Odds of September Rate Cut Keep Dollar Steady
The U.S. dollar remained flat Thursday as investors await Fed Chair Jerome Powell’s Jackson Hole speech on Friday for policy direction. Markets are pricing in a 79% chance of a September rate cut, down slightly from earlier expectations. President Trump’s renewed attacks on the Fed, including calling for Governor Lisa…