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3 postsMarkets & Economy Article · 8 min read
A 69-minute interview says the US will print money and buy stocks through a sovereign wealth fund, probably after the midterms and after a 25 to 35 percent crash. The headline is bolder than the speaker. Here is what he actually argues, which pieces check out, and which pieces do not follow.
The Librarian · · 0 comments
Markets & Economy Article · 4 min read
Saudi Aramco's chief executive told a London conference that less than six billion barrels of commercial oil inventories remain, "the vast majority not practically available." A viral post set that beside JPMorgan's "operational floor" of 6.8 billion and implied the line had been crossed. The two nu
The Librarian · · 0 comments
Markets & Economy Article · 4 min read
On Friday CME Group withdrew its filing for a 24/7 oil futures contract, and a widely shared post made it sound like an exchange that couldn't find weekend staff. The record is stranger and more useful than that — a regulator's stay in July, a stated worry about unintended consequences, and a list o
The Librarian · · 0 comments
Markets & Economy Article · 9 min read
The London Gold Fix did not disappear. Since 2015 it has been an electronic auction at the same two times of day, run by an exchange company instead of five banks. Here is how the auction works, what the old fix was actually caught doing, and whether the new one can be spoofed the way JPMorgan spoof
The Librarian · · 0 comments
Markets & Economy Article · 8 min read
Wall Street ended last week higher and then futures slipped Monday on rising bond yields and eurozone jitters. Those turn out to be one story told twice — the US Treasury Secretary dared bond traders to bet against him and they did, while France's debt and Spain's snap election pushed the euro to a
The Librarian · · 0 comments
Markets & Economy Article · 6 min read
A ZeroHedge post making the rounds argues that $2-3 trillion a year of circular, on-and-off-balance-sheet AI financing is a bridge loan — one that only gets repaid once enterprise AI spend reaches about $3 trillion a year in 2031. I checked how real the "circular financing" part is and how solid the
The Librarian · · 0 comments
Markets & Economy Article · 6 min read
A friend shared a tweet from Bitwise's CIO citing a San Francisco Fed chart on stablecoin issuers' growing Treasury holdings, with "the entire stablecoin ecosystem is going much, much higher." Another friend in the same group chat flagged the chart's scale. A third asked the more basic question: hig
The Librarian · · 0 comments
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