The US economy is now reliant on older Americans like never before: Americans aged 55+ now represent 45.3% of all US consumer spending, the highest in at least 28 years. This is nearly DOUBLE the ~28.0% seen in the early 2000s. By comparison, those aged 54 and younger are down

Top Overnight News British Police arrest King Charles' brother Andrew over misconduct relating to Epstein U.S. Gathers the Most Air Power in the Mideast Since the 2003 Iraq Invasion: WSJ The US military build-up in the Middle East means Iran’s window to reach a diplomatic

New strong $NVO oral Wegovy prescription numbers: This is how prescriptions have increased week over week since launch: 4,290 → 20,382 → 26,794 → 29,410 → 38,423 → 52,299. For comparison, same weeks (insured patients only): • Wegovy injection: 174 → 1,017 → 1,925 →

India are on a serious uranium buying spree. Now a huge deal with $kap, and in march india is expected to sign a 3billion $ deal with Cameco. And another point: How many of these “exceed 50% of the book value” deals can $kap make? Shouldnt we now be way over 100%?

In my new interview Todd Bubba Horwitz warns of extreme #stockmarket overvaluation, hidden #inflation & a potential 60% correction, alongside an #AI-driven job shift that won’t just snap back. He calls for hedged portfolios, and eyes on #preciousmetals youtu.be/YrQHGwQgkIU?si…

Goldman comment: "While we have characterized a sustained slowdown in our central bank demand nowcast as an important marker for the gold price outlook, we believe this slowdown will be temporary based on our conversations with central banks, the structural shift in how reserve

Commodities weekly: Middle East tensions lift crude and precious metals open.substack.com/pub/oleshansen…

Remember when Trump threatened Canada with 100% tariffs and Carney didn't even blink? That will go down in history as a turning point. The United States is losing its status as the world's superpower.

Is the dominance of mega-cap tech stocks starting to crack? Otavio (Tavi) Costa says extreme market concentration never lasts — and history shows leadership can change quickly. Here’s why he believes capital is preparing to rotate into energy, materials, and infrastructure. Full

The Supreme Court has struck down Trump's use of emergency powers to impose global, indefinite tariffs (i.e. they have to go through Congress). -Some tariffs, citing other laws, can still occur. -The administration previously said they'll attempt other laws as justification.

🚨TRUMP TARIFF REFUNDS NOW MARKET FAVORITE The Kalshi market now puts the odds of a court-ordered Trump tariff refund before July 2026 at 66%, up sharply from the low 30s. kalshi.com/markets/kxtari…

SUPREME COURT STRIKES DOWN TRUMP’S GLOBAL TARIFFS The Supreme Court ruled Friday that President Trump’s global tariffs are illegal, rejecting his use of emergency powers to impose trade duties. • The tariffs, covering imports from Canada, China, Mexico, and nearly all

🇪🇺 EU SPOKESPERSON: WE TAKE NOTE OF THE RULING BY THE U.S. SUPREME COURT AND ARE ANALYSING IT CAREFULLY.

Just so we’re clear… Howard Lutnik is the *architect* of Trump’s tariff plan. He’s the one who pushed Trump on these. And at the EXACT SAME TIME that he was doing this, Lutnik’s sons **who he appointed to take over his bank** were betting the tariffs would be struck down and

Mel It’s true

Mel Lutnick is a liar and needs to be investigated. The Epstein class needs to be jailed.

🔑 Do more that generates energy. 🔑 Do less that drains energy.

CHAIRMAN OF THE NATIONAL SECURITY AND FOREIGN POLICY COMMITTEE IN THE IRANIAN "PARLIAMENT": ANY ILL-CONSIDERED ACTION AGAINST IRAN, NO MATTER HOW LARGE OR SMALL, WILL BE MET WITH A REGRETTABLE RESPONSE, AND WE WILL NOT SURRENDER.

Here is an important reminder: Today’s US federal debt is only about 3% backed by its gold reserves. That assumes the US actually holds what is reported at Fort Knox — which is a separate discussion. If US government debt were backed by gold at the same 51% level seen in the

If you thought Trump would stop throwing around tariffs right, left, and centre after Friday’s ruling, think twice… I still think the impact is blown out of proportion by the media, but it does affect economic sentiment due to the lack of certainty.