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Why gold went through the roof this year—and why its price may have been permanently raised

Research from Duke University suggests that the introduction of gold exchange-traded funds permanently pushed up the price of gold.

24.12.2025 10

Jim Edwards

A huge chunk of U.S. GDP growth is being kept alive by AI spending ‘with no guaranteed return,’ Deutsche Bank says

“Investment in AI-related sectors is critical to GDP growth [and the] US would be close to recession this year if it weren’t for tech-related...

23.12.2025 40

Jim Edwards

Chaos, cheap money, and a collapse in crypto sends gold up 69% for the year, hitting a new record high

With two live armed conflicts over oil, weakness in the dollar, and Bitcoin off the menu for anxious investors, gold is the beneficiary, analysts said...

22.12.2025 20

Jim Edwards

Wall Street anticipates a new all-time high as Washington aims ‘cash bazooka’ at banks and consumers

Trump and the Fed both want to spray the markets with extra rounds of cash.

22.12.2025 4

Jim Edwards

The bulls are too bullish: Bank of America warns 200-plus fund managers just triggered a contrarian ‘sell’ signal

The logic of the Bull & Bear Indicator is that when everyone in the market is bullish, it's time to leave.

19.12.2025 2

Jim Edwards

‘Big Short’ investor Michael Burry piles misery onto tech stocks after Oracle fails to close AI debt deal

Of course, Burry has a conflict of interest in the form of a $1.1 billion short bet against AI stocks. So take his doom-mongering with a pinch of...

18.12.2025 9

Jim Edwards

Quantum computing could be a $198 billion industry in the next 15 years, Jefferies analyst says

The downside is that the physics and engineering needed to make them work has only just moved out of the theoretical realm and into reality.

17.12.2025 4

Jim Edwards

Global selloff in stocks signals AI bubble may be ending in the healthiest way possible

Investors are selling off individual stocks of companies that seem to be overextended, but they are broadly bullish on stocks as a whole.

16.12.2025 8

Jim Edwards

The Magnificent 7 isn’t that magnificent: 5 of the stocks have underperformed the market this year

Investors are picking between winners and losers in tech, as opposed to just herding into the index or tech stocks as a whole.

15.12.2025 10

Jim Edwards

Retail investors drive stocks to a pre-Christmas all-time high—and Wall Street sees a moment to sell

Retail investors are so enthusiastic for risk assets that some on Wall Street are starting to worry about it.

12.12.2025 2

Jim Edwards

If the Fed cuts interest rates today, it may be the last one until June 2026

Only in June does a plurality—41.9%—emerge on CME FedWatch for a further cut to 3.25%.

10.12.2025 4

Jim Edwards

A divided Fed meets today and Wall Street is listening for 4 key words from Powell: ‘In a good place’

If he does not use that phrase, he may be open to further interest rate cuts.

09.12.2025 10

Jim Edwards

Stocks: Everything is on hold until the Fed delivers that rate cut on Wednesday

The market will get moving again once it digests Powell’s statement and his remarks to the press.

08.12.2025 1

Jim Edwards

Facing a vast wave of incoming liquidity, the S&P 500 prepares to surf to a new record high

With fresh money on the horizon it is unsurprising that the markets have shrugged off their worries about AI and Bitcoin.

05.12.2025 10

Jim Edwards

Michael Saylor’s Strategy may have BlackRock to thank for the 11% rise in Bitcoin

BlackRock’s ETF now owns 3.9% of all existing Bitcoin, more than Strategy.

04.12.2025 10

Jim Edwards

Anthropic considers IPO despite warnings that excess liquidity is blowing a bubble in the markets

Senior central bank chiefs see excess liquidity in a range of asset markets.

03.12.2025 40

Jim Edwards

Tech stocks linked to Bitcoin take a battering as crypto traders brace for Strategy to breach danger threshold

The leading Bitcoin treasury company's stock market cap is now worth less than the Bitcoin it holds.

02.12.2025 10

Jim Edwards

Insiders say the future of AI will be smaller and cheaper than you think

Bigger is not necessarily better, these execs say.

01.12.2025 20

Jim Edwards

‘Santa Rally’ stalls even though a December cut from the Fed is a near certainty

Unfortunately, the tech sector is spoiling the party: Bitcoin sank to $85K early this morning.

01.12.2025 20

Jim Edwards

OpenAI’s partners are carrying $96 billion in debt, highlighting growing risks around the loss-making AI company

All that extra debt is moving credit markets. 'It's not just the hyperscalers' free cash flow anymore.'

28.11.2025 10

Jim Edwards

‘Weaker job growth and lower inflation’: It’s all lining up perfectly for a Fed cut in December

As we head into the December holiday season, investors have good reasons to be jolly.

27.11.2025 10

Jim Edwards

Investors ignore Nvidia as an across-the-board global rally in stocks gets underway

Nvidia is a fly in the market’s soup, but the soup still tastes pretty good.

26.11.2025 10

Jim Edwards

Bitcoin plunges while gold rises, destroying the crypto ‘safe haven’ narrative

The lower Bitcoin tumbles, the less it looks like "digital gold."

25.11.2025 10

Jim Edwards

Suddenly, the Fed interest rate cut in December looks like it is very much back on the table

Last week, Wall Street seemed to have decided that a December cut was off the table. Today, speculators put the probability of Fed Chairman Jerome...

24.11.2025 20

Jim Edwards

Why Nvidia is being punished for delivering a blockbuster earnings report

Nvidia investors sold upon hearing good news, while everyone else is buying into a Fed rate-cut scenario.

22.11.2025 10

Jim Edwards

Private credit deals see a rise in ‘Bad PIKs’ showing ‘cracks’ in the market for corporate debt

A majority of payments-in-kind deals, usually offered to riskier corporate borrowers, are now of the kind that indicates distress, Lincoln...

21.11.2025 20

Jim Edwards

Global stocks in meltdown as Wall Street bails out of crypto and AI: ‘The bubbly is on ice’

Nvidia’s blowout earnings call—which came in way above expectations—simply wasn’t good enough to persuade traders that AI may be overcooked.

21.11.2025 10

Jim Edwards

More Big Tech company debt ‘would increase the macro risks associated with the AI build-out,’ Goldman Sachs warns

Amazon, Google, Meta, Microsoft, and Oracle have taken on $121 billion in new debt, year-to-date—quadruple the amount from the prior five years.

20.11.2025 10

Jim Edwards

Quantum computers could be powerful enough to crack Bitcoin sometime after 2030, CEO of Nvidia’s quantum partner says

“The threshold for such an event is coming closer to us year by year,” says Théau Peronnin.

19.11.2025 10

Jim Edwards

Nvidia’s earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

19.11.2025 10

Jim Edwards

Big 5 AI ‘hyperscalers’ have quadrupled their use of debt to fund operations, Bank of America says

All five companies companies generate more than enough cash to cover their operations but the arrival of debt vehicles to fund AI has complicated the...

19.11.2025 10

Jim Edwards

Cloudflare CEO says Google is abusing its monopoly in search to feed its AI

“Google is using a dominant position that they have in search to leverage their way into AI," Matthew Prince says.

13.11.2025 10

Jim Edwards

Exclusive: AI won’t become a bubble as long as everyone stays ‘thoughtful and disciplined,’ Microsoft’s Brad Smith says

Other than that, "we feel good about the investments we've made," Smith said.

11.11.2025 10

Jim Edwards

Wall Street can’t decide whether the job market is showing a ‘rebound’ or declining to ‘stall speed’

U.S. futures are flat this morning as traders try to figure out whether new jobs data makes a Fed rate cut in December more or less likely.

06.11.2025 2

Jim Edwards

Markets plunge worldwide after ‘Big Short’ investor Michael Burry reveals $1.1 billion bet against AI stocks

Wall Street expects tech stocks to take a hammering this morning—again.

05.11.2025 10

Jim Edwards

Goldman and Morgan Stanley CEOs predict corrections of up to 20%, sparking global selloff

Wall Street expects tech stocks to take a hammering this morning.

04.11.2025 5

Jim Edwards

In private credit, banks are ‘quietly preparing for some distress on the horizon’ by requiring ever-stricter legal terms for debt-ridden companies

For instance, the level of so-called lien subordination protection has doubled in a year.

02.11.2025 20

Jim Edwards

The bloodbath in stocks was ‘the end of the cutting season,’ BofA says: Now we’re on alert for the ‘fail risks’ of 2025

No major central banks are expected to cut rates again this year, BofA predicts.

31.10.2025 4

Jim Edwards

Powell gave traders a green light to double down on AI—but the markets punished Meta and Microsoft anyway

The market declined to demonstrate irrational exuberance despite upbeat remarks from the Fed.

30.10.2025 7

Jim Edwards

Wall Street is in a risk-on mood as it waits for Powell to deliver on the ‘Fed put’

“Earlier this month, markets shifted more towards a 'central back put' regime," Christian Mueller-Glissmann at Goldman wrote in a note to clients.

29.10.2025 2

Jim Edwards

Debt financing in AI is a signal tech’s bull market is ‘getting weaker and weaker as the days go by,’ Morgan Stanley CIO says

“The landscape has suddenly gotten a lot, lot, lot more complicated” for tech stocks going forward, Lisa Shalett says.

24.10.2025 3

Jim Edwards

Tech stocks look shaky, and the market is ‘showing early signs of vulnerability,’ JPMorgan analyst says

A series of earnings calls from tech companies has disappointed traders.

24.10.2025 9

Jim Edwards

The U.S. government shutdown has investors flying blind when it comes to high-quality data—and they seem to like it that way

Absent federal data, investors shifted from risk-off positions into risk-on mode.

22.10.2025 10

Jim Edwards

40% of Russell 2000 companies are unprofitable, but their stock outperforms—and ‘the bubble could continue,’ one analyst says

Wall Street wants to know if the stock market is partying like it’s 1999.

21.10.2025 4

Jim Edwards

Stock traders are delighted at the prospect of Trump losing his tariff war

Investors are increasingly convinced that the Fed’s rate cuts are now locked in. The notion that the U.S. Supreme Court may rule that Trump’s...

20.10.2025 20

Jim Edwards

Plummeting bank stocks lead global selloff as fear of private credit ‘contagion’ moves across equities and the dollar

The fear is that "the U.S. business environment and credit quality are in a poorer state than what data suggests," ING said in a note this morning.

17.10.2025 10

Jim Edwards

Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity according to Goldman Sachs

“Anticipated investment levels are sustainable, although the ultimate AI winners remain less clear,” Goldman says.

16.10.2025 5

Jim Edwards

Jamie Dimon issues private credit warning: ‘When you see one cockroach, there are probably more’

JP Morgan's CFO Jeremy Barnum said: “A lot of the private credit actors are large, very sophisticated, very good at credit underwriting. So I don't...

15.10.2025 10

Jim Edwards

OpenAI’s ‘flatlining’ subs in Europe: The AI boom’s poster child may be struggling to recruit new subscribers, Deutsche Bank warns

“The poster child for the AI boom may be struggling to recruit new subscribers to pay for it,” said analysts Adrian Cox and Stefan Abrudan.

14.10.2025 5

Jim Edwards

Global markets tumble as Beijing imposes new ban on U.S. shipping and Bessent vows China ‘will be hurt the most’ if it doesn’t surrender

China holds an unexpectedly strong hand in the trade war, and the U.S.’s tariffs have been counterintuitively positive for China.

14.10.2025 20

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Why gold went through the roof this year—and why its price may have been permanently raised

Jim Edwards

A huge chunk of U.S. GDP growth is being kept alive by AI spending ‘with no guaranteed return,’ Deutsche Bank says

Jim Edwards

Chaos, cheap money, and a collapse in crypto sends gold up 69% for the year, hitting a new record high

Jim Edwards

Wall Street anticipates a new all-time high as Washington aims ‘cash bazooka’ at banks and consumers

Jim Edwards

The bulls are too bullish: Bank of America warns 200-plus fund managers just triggered a contrarian ‘sell’ signal

Jim Edwards

‘Big Short’ investor Michael Burry piles misery onto tech stocks after Oracle fails to close AI debt deal

Jim Edwards

Quantum computing could be a $198 billion industry in the next 15 years, Jefferies analyst says

Jim Edwards

Global selloff in stocks signals AI bubble may be ending in the healthiest way possible

Jim Edwards

The Magnificent 7 isn’t that magnificent: 5 of the stocks have underperformed the market this year

Jim Edwards

Retail investors drive stocks to a pre-Christmas all-time high—and Wall Street sees a moment to sell

Jim Edwards

If the Fed cuts interest rates today, it may be the last one until June 2026

Jim Edwards

A divided Fed meets today and Wall Street is listening for 4 key words from Powell: ‘In a good place’

Jim Edwards

Stocks: Everything is on hold until the Fed delivers that rate cut on Wednesday

Jim Edwards

Facing a vast wave of incoming liquidity, the S&P 500 prepares to surf to a new record high

Jim Edwards

Michael Saylor’s Strategy may have BlackRock to thank for the 11% rise in Bitcoin

Jim Edwards

Anthropic considers IPO despite warnings that excess liquidity is blowing a bubble in the markets

Jim Edwards

Tech stocks linked to Bitcoin take a battering as crypto traders brace for Strategy to breach danger threshold

Jim Edwards

Insiders say the future of AI will be smaller and cheaper than you think

Jim Edwards

‘Santa Rally’ stalls even though a December cut from the Fed is a near certainty

Jim Edwards

OpenAI’s partners are carrying $96 billion in debt, highlighting growing risks around the loss-making AI company

Jim Edwards

‘Weaker job growth and lower inflation’: It’s all lining up perfectly for a Fed cut in December

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Investors ignore Nvidia as an across-the-board global rally in stocks gets underway

Jim Edwards

Bitcoin plunges while gold rises, destroying the crypto ‘safe haven’ narrative

Jim Edwards

Suddenly, the Fed interest rate cut in December looks like it is very much back on the table

Jim Edwards

Why Nvidia is being punished for delivering a blockbuster earnings report

Jim Edwards

Private credit deals see a rise in ‘Bad PIKs’ showing ‘cracks’ in the market for corporate debt

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Global stocks in meltdown as Wall Street bails out of crypto and AI: ‘The bubbly is on ice’

Jim Edwards

More Big Tech company debt ‘would increase the macro risks associated with the AI build-out,’ Goldman Sachs warns

Jim Edwards

Quantum computers could be powerful enough to crack Bitcoin sometime after 2030, CEO of Nvidia’s quantum partner says

Jim Edwards

Nvidia’s earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7

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Big 5 AI ‘hyperscalers’ have quadrupled their use of debt to fund operations, Bank of America says

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Cloudflare CEO says Google is abusing its monopoly in search to feed its AI

Jim Edwards

Exclusive: AI won’t become a bubble as long as everyone stays ‘thoughtful and disciplined,’ Microsoft’s Brad Smith says

Jim Edwards

Wall Street can’t decide whether the job market is showing a ‘rebound’ or declining to ‘stall speed’

Jim Edwards

Markets plunge worldwide after ‘Big Short’ investor Michael Burry reveals $1.1 billion bet against AI stocks

Jim Edwards

Goldman and Morgan Stanley CEOs predict corrections of up to 20%, sparking global selloff

Jim Edwards

In private credit, banks are ‘quietly preparing for some distress on the horizon’ by requiring ever-stricter legal terms for debt-ridden companies

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The bloodbath in stocks was ‘the end of the cutting season,’ BofA says: Now we’re on alert for the ‘fail risks’ of 2025

Jim Edwards

Powell gave traders a green light to double down on AI—but the markets punished Meta and Microsoft anyway