Good Reads
Stagflation and commodities
When the cost correction firmly takes hold in 2027, the manufacturing landscape will split into two distinct tiers. The AI technology boom acts as a highly effective cushion, but it cannot entirely outrun a structural 50% commodity spike and record-high diesel across the entire domestic trucking network. Read on »
Trump Administration Runs Third-Largest Federal Budget Deficit in History
You can add spending cuts, DOGE, and fixing the budget with tariffs to the mountain of broken promises dominating the Washington, D.C. skyline. The Trump administration just ran the biggest budget deficit in five years. The final fiscal 2026 budget shortfall came in at $1.99 trillion. That was 12 percent higher than last year’s $1.78 trillion budget deficit. Read on »
Digital gold could triple by 2031, WGC estimates
The physical investment gold market is worth about $13 trillion. But digital gold, including vaulted digital gold and tokenised gold, represents less than 1% of the global market. Why does it matter? Read on »
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