Bessent Blinks
We were planning to write about rates already after watching them climb for months. On Tuesday, as we were wrapping up this piece, yields on thirty-year Treasuries touched 5.339 percent, their highest since 2007. Then Read more
We were planning to write about rates already after watching them climb for months. On Tuesday, as we were wrapping up this piece, yields on thirty-year Treasuries touched 5.339 percent, their highest since 2007. Then Read more
First: Uranium The tightest areas in the uranium supply chain are downstream of the mine. Uranium itself (that is, processed ore) as we write, is at $86.90 per pound, roughly where it’s been since April. Read more
In last week’s commentary, we briefly discussed the destruction and fire sale of a large, highly leveraged hedge fund portfolio called Situational Awareness that was run by a smart 20-something year old. The fund was Read more
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