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Wealthion Macro Bites 11/19/25
We have been highlighting for several weeks tightening systemic liquidity. Bloomberg reports that primary dealers (Wall Street banks) have pushed back against Fed officials who have urged them to use the Fed’s Standing Repo Facility (SRF) to ease mounting strains […]
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Wealthion Macro Bites 11/18/25
Inflation watch: The U.S. is contemplating $2,000 stimulus checks. Japan is preparing a $110B stimulus package. China has approved a $1.4T stimulus package. The Fed ends QT on 12/1. The U.S. is issuing $1.9T of Treasuries annually. Canada is restarting […]
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Jesse Felder: The AI ‘Bubble of All Bubbles’ Is About to Hit Reality
💡Concerned about recession risk, inflation, or an AI-driven market reversal? Get a free portfolio review from one of Wealthion’s endorsed financial advisors: https://bit.ly/4ioUjst AI stocks have powered markets higher, but Jesse Felder argues we’re now entering the final stage of […]
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Wealthion Macro Bites 11/17/25
Ganfeng Lithium Group Chair Li Liangbin forecast 2026 lithium demand to surge 30% driving a potentially more-than-50% price increase to 150,000 yuan ($21,105) per ton. Liangbin’s comments accelerated the recent rise in lithium prices, vaulting the most active lithium carbonate […]
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Ram Ahluwalia: The Speculative Boom Is Cracking | His Playbook for This “Goldilocks” Market
💡Want to make sure your portfolio matches today’s market reality? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/47EKGC4 Is the high-beta stock market boom finally breaking down, and why does one of today’s most forward-thinking investors […]
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Wealthion Macro Bites 11/14/25
Global stocks are declining on Friday under the quadruple weight of 1.) reduced expectations for a December rate cut (due to hawkish Fed comments), 2.) opaque scheduling for backlogged U.S. economic reports, 3.) mounting worries about an AI bubble, and […]
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Jay Martin: A Commodities Supercycle Is Just Beginning
💡If a global resource shock is coming, make sure your portfolio is prepared. Get a free portfolio review with Wealthion’s endorsed financial advisors at: https://bit.ly/4i4e1cO Is this the start of a major commodities supercycle? Jay Martin joins Maggie Lake to […]
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Wealthion Macro Bites 11/13/25
By a 222-209 vote, the U.S. House passed a continuing funding resolution through 1/30/26 and President Trump ended the government shutdown by signing the bill into law. We find it the ultimate reflection of Congressional dysfunction that all that emerged […]
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David Hunter: The Final Melt-Up of a 43-Year Bull Market Before the Global Bust
💡Markets may soar before they bust. Make sure your portfolio is ready for both. Get a free portfolio review with one of Wealthion’s endorsed financial advisors: https://bit.ly/4oJ5JJU Contrarian Macro Advisors’ David Hunter joins Maggie Lake to deliver one of the […]
