We discuss the growing fragility beneath today’s markets: from the AI mania and shadow-banking risks in private credit to the K-shaped economy and rising pressure on both households and asset prices.

With mortgage rates tumbling, housing market participants have been disappointed by the lack of enthusiasm by homebuyers to apply for mortgages.

Institutions used Nvidia's earnings beat as cover to reduce their exposure. The pop lasted less than an hour before the market gave back half the gains.

Yes, AI is a catalyst. But for what is not yet knowable.

The pre-market optimism didn't last long, but when markets are coming off an extended high it's hard for buyers to return there, even off the back of 'good news'.

Prediction markets are rapidly changing the traditional online gambling markets.

We discuss personal sovereignty, de-dollarisation, and the rediscovery of gold as the world’s ultimate form of financial insurance.

AI capex fears and bubble concerns overwhelmed even record demand for GPUs.

It's been a wild month and a half in the gold and silver markets, and on the silver side in particular.

Suddenly signs of systemic stress are cropping up all around us.

Gold is brushing against the outer rim of a long-term arc. 

We discuss the current financial landscape.

Since 2022, there has been a growing number of people questioning how well bonds balance equity risk, and they are turning to gold.

The Dow, S&P 500, and Nasdaq all pivoted sharply lower in the afternoon, as sentiment shifted from triumphant AI vindication to renewed tech valuation skepticism.

Consumer staples are sitting at massive discounts with dividend yields that actually pay you to wait out the volatility. 

EUR/USD trades at 1.1538 after solid US jobs growth offsets a softer unemployment reading.

Bitcoin ETFs see a shift with $75 million in inflows after five days of outflows, while Ethereum ETFs continue to struggle with outflows.

After several months of subpar jobs reports, the delayed September nonfarm payrolls report was better than most economists expected.

The Q3 2025 blended earnings growth estimate now stands at 7.2%.

Here's a glance at the major developments on Thursday.