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R to @thoughtfulmoney: Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ https://adamtaggart.substack.com Full episode of this interview with @MichaelPento🔽

https://nitter.poast.org/thoughtfulmoney/status/2085397395966243038#m

Published: August 6, 2026 16:07

Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ adamtaggart.substack.com Full episode of this interview with @MichaelPento🔽 Thoughtful Money® (@thoughtfulmoney) Last month saw the worst July for the…

Is The Bond Market About To Pop Every Bubble (Equities, Credit, & Real Estate)? Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, @MichaelPento and @AdamTaggart discuss whether the U.S. is approaching a deflationary downturn and what could ultimately trigger it. The key takeaway is that the timing depends less on forecasts and more on future fiscal and monetary policy. Rather than investing based on long-term predictions, the focus is on responding to what policymakers actually do. * Years of aggressive monetary expansion have created unprecedented excesses across financial markets. The Federal Reserve's balance sheet expansion, ultra-loose monetary policy, and abundant liquidity are argued to have inflated asset prices far beyond historical norms. According to Michael, the evidence can be seen in today's valuations: – Total U.S. equity market capitalization is roughly 230% of GDP, around 130 percentage points above its long-term average. – $SPX price-to-sales ratio remains about 70% above its historical average. – NYSE margin debt has climbed to roughly $1.5 trillion, an all-time high both in dollar terms and as a percentage of GDP. The argument is that these conditions were not created naturally but are the result of years of easy money that encouraged investors to take on more leverage and risk. * The conversation also explores the possibility that Kevin Warsh, if given greater influence over monetary policy, could focus on shrinking the Federal Reserve's balance sheet instead of relying primarily on higher interest rates. Reducing reserves in the banking system would withdraw liquidity from markets that have become heavily dependent on it. History shows that previous attempts to meaningfully shrink the Fed's balance sheet have coincided with significant market stress. The concern is that removing liquidity from a system built on abundant liquidity could expose underlying weaknesses across financial markets. * A central claim is that the U.S. is simultaneously experiencing three historically large bubbles: – Equities – Credit – Real estate Michael argues that all three have reached record levels simultaneously, making today's environment unique. Because these markets are interconnected, weakness in one could quickly spill over into the others. * Michael also acknowledges that policymakers have prolonged the cycle much longer than many expected through continued monetary support. However, inflation is now becoming a political and economic constraint, particularly as higher prices continue to erode purchasing power for households. Rather than expecting the Federal Reserve to deliberately trigger the next downturn, Michael suggests the bond market may ultimately force policymakers' hand. Treasury yields have already climbed to their highest levels since 2007. If investors continue to demand higher yields to compensate for inflation, fiscal deficits, and rising debt, borrowing costs could continue to rise regardless of the Fed's intentions. * The conclusion is that the greatest threat to today's elevated asset prices may not come from another Fed tightening cycle, but from a bond market that eventually refuses to finance persistent inflation and excessive debt at artificially low interest rates. If liquidity continues to contract while valuations remain historically stretched, equities, credit, and real estate could all face a broad repricing at the same time. * #yields #bonds #interestrate $TLT $BND 💡 Get access to my notes with the key takeaways from this interview with @MichaelPento by visiting my Substack (link below)⬇️

https://nitter.poast.org/thoughtfulmoney/status/2085397392740717032#m

Published: August 6, 2026 16:07

Is The Bond Market About To Pop Every Bubble (Equities, Credit, & Real Estate)? Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, @MichaelPento and @AdamTaggart discuss whether the U.S. is approaching a deflationary downturn…

The Fed faces an "impossible problem" as oil prices & bond yields rise, as do the national deficit & debt Find out what 2 of the smartest & most-informed Fed experts - @judyshel & Thomas Hoenig - see ahead for the institution under Kevin Warsh WATCH: https://youtu.be/07Kr14C30wA

https://nitter.poast.org/thoughtfulmoney/status/2085373892127080823#m

Published: August 6, 2026 14:34

The Fed faces an "impossible problem" as oil prices & bond yields rise, as do the national deficit & debt Find out what 2 of the smartest & most-informed Fed experts - @judyshel & Thomas Hoenig - see ahead for the institution under Kevin Warsh WATCH:…

"Higher for longer" bond yields appear to be heading even higher for even longer than Wall Street expected This is the greatest threat to asset prices right now, claims Stephanie Pomboy @spomboy What should investors consider in response? WATCH: https://youtu.be/219X0wE8BWM

https://nitter.poast.org/thoughtfulmoney/status/2085018523458523192#m

Published: August 5, 2026 15:02

"Higher for longer" bond yields appear to be heading even higher for even longer than Wall Street expected This is the greatest threat to asset prices right now, claims Stephanie Pomboy @spomboy What should investors consider in response? WATCH:…

Last month saw the worst July for the NASDAQ in 22 years, the biggest July yield-spike in bonds since 2005, and the largest July oil price spike in more than 30 years What's driving all this? @michaelpento joins us to explain WATCH: https://youtu.be/EVsopx4mb7Q

https://nitter.poast.org/thoughtfulmoney/status/2084649381949739241#m

Published: August 4, 2026 14:35

Last month saw the worst July for the NASDAQ in 22 years, the biggest July yield-spike in bonds since 2005, and the largest July oil price spike in more than 30 years What's driving all this? @michaelpento joins us to explain WATCH: youtu.be/EVsopx4mb7Q

R to @thoughtfulmoney: Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ https://adamtaggart.substack.com Full episode of this interview with Dr Lacy Hunt 🔽 https://www.youtube.com/watch?v=ed-0eEQHTbc

https://nitter.poast.org/thoughtfulmoney/status/2084335026921971940#m

Published: August 3, 2026 17:46

Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ adamtaggart.substack.com Full episode of this interview with Dr Lacy Hunt 🔽 youtube.com/watch?v=ed-0eEQH…

RT by @thoughtfulmoney: The Bond Bull Market Is Over… Here's Why $BND $TLT Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, Dr Lacy Hunt and @AdamTaggart discuss why the decades-long bond bull market may be over and what structural forces could keep interest rates moving higher for years. * For decades, investors benefited from a powerful secular bull market in bonds as inflation, interest rates, and bond yields steadily declined. But Lacy Hunt argues that era may be over. His thesis is based on the Fisher equation, which says long-term Treasury yields are driven by three components: real interest rates, inflation expectations, and the risk (or term) premium. According to Dr Hunt, all three are now pointing higher. * First, real interest rates are likely to rise as the economy enters a period of capital scarcity. Unlike the past several decades of abundant savings and inexpensive financing, capital is becoming more valuable, pushing borrowing costs higher. Second, inflation expectations are shifting upward. Dr Hunt believes the low-inflation environment that defined roughly 1990–2020 is ending. Instead of inflation averaging around 1.5%–2.5%, he expects it to gradually settle into a higher long-term range of approximately 3.5%–4.5%. Structural inflation pressures are becoming more persistent, making higher inflation the new baseline rather than a temporary spike. The third factor is the most overlooked: the risk premium. Investors have historically treated U.S. Treasuries as nearly risk-free, but Dr Hunt argues that worsening fiscal conditions will force investors to demand greater compensation for holding long-term government debt. * A major concern is the rapid rise in government interest expense. Citing economic historian Niall Ferguson, Dr Hunt notes that great powers often begin to decline when interest payments on government debt exceed military spending. He goes even further, arguing that rising interest costs don't just reflect fiscal deterioration—they contribute to even higher future borrowing costs by increasing investor concerns about long-term fiscal sustainability. Dr Hunt also expects the coming investment environment to look very different from the relatively calm period between 1990 and 2020. Markets are likely to become much more volatile, and that volatility itself will push investors to demand an even larger term premium, reinforcing higher long-term yields. * That doesn't mean interest rates will rise in a straight line. Recessions, slower monetary growth, tighter monetary policy, or favorable supply shocks could temporarily push rates lower. However, Dr Hunt sees those as cyclical interruptions within a broader structural trend toward higher inflation and higher yields. Because rising yields are negative for bond prices, he is positioning defensively. Rather than owning long-duration bonds, the Wasatch Hoisington Fund currently maintains a duration of less than one year, focusing primarily on Treasury bills. As he puts it, "We're managing bills, not bonds." * The bottom line is clear: the structural forces that fueled the multi-decade bond bull market have reversed. Higher real rates, higher inflation expectations, and higher risk premiums suggest that long-term Treasury yields are likely to trend higher for years, even if the path is volatile. Investors who continue to expect a return to the low-rate world of the past several decades may be fighting a secular shift in the bond market. * #bonds #yields #inflation #interestrates 💡 Get access to my notes with the key takeaways from this interview with Dr Lacy Hunt by visiting my Substack (link below) ⬇️

https://nitter.poast.org/thoughtfulmoney/status/2084335024636063810#m

Published: August 3, 2026 17:46

The Bond Bull Market Is Over… Here's Why $BND $TLT Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, Dr Lacy Hunt and @AdamTaggart discuss why the decades-long bond bull market may be over and what structural forces could…

Uranium Looks Like Oil In Late June $URA $URNM $NLR Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, David Hay @Haymaker_0 and @AdamTaggart discuss why uranium could be setting up like oil did in late June, highlighting tightening supply, accelerating nuclear demand, and why David believes the Sprott Physical Uranium Trust $SRUUF offers investors a rare opportunity to buy uranium exposure at a meaningful discount. * Uranium may be setting up much like #crudeoil $USO did in late June. While the move may not be as dramatic, David argues that the underlying fundamentals are even stronger, thanks to a tightening of the supply-demand balance that has been building for years. * Several major sources of excess uranium supply have disappeared. The "Megatons to Megawatts" program that converted former Soviet nuclear warheads into reactor fuel has ended, excess inventories built up after Fukushima have largely been exhausted, and bringing new uranium mines online has become increasingly difficult in the West. New mines typically require 5–10 years to develop, meaning supply cannot respond quickly even if prices rise. * At the same time, demand continues to accelerate. Governments and private investors are committing significant capital to nuclear energy, with roughly 70 large-scale reactors reportedly under development worldwide, including around 40 in China alone. David also believes the next wave of growth in the U.S. will come from small modular reactors and microreactors, creating another long-term source of uranium demand. * Russia remains a key part of the supply chain, particularly in uranium conversion and enrichment, where it controls a significant share of global capacity. Although Western countries are investing to rebuild these capabilities, replacing that infrastructure will take years. * One of the most interesting investment opportunities discussed is the Sprott Physical Uranium Trust ($SRUUF). The trust is trading at roughly a 10% discount to the value of the uranium it holds. At the same time, the uranium spot market itself trades below the long-term contract market, where most commercial transactions actually occur. Spot uranium is around $85 per pound, while long-term contracts are closer to $95 per pound and often include escalation clauses with ceilings near $150. David describes this as a "discount on a discount," arguing investors are effectively buying uranium exposure at roughly a 20% discount relative to where most uranium is currently being sold. * So, uranium offers one of the strongest long-term commodity setups today. Tight supply, depleted inventories, years-long mine development timelines, growing global nuclear investment, and attractive pricing all point toward the potential for a sustained multi-year bull market. #Uranium 💡 Get access to my notes with the key takeaways from this interview with @Haymaker_0 by visiting my Substack (link below) ⬇️

https://nitter.poast.org/thoughtfulmoney/status/2083925733798297973#m

Published: August 2, 2026 14:39

Uranium Looks Like Oil In Late June $URA $URNM $NLR Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, David Hay @Haymaker_0 and @AdamTaggart discuss why uranium could be setting up like oil did in late June, highlighting…

R to @thoughtfulmoney: Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ https://adamtaggart.substack.com Full episode of this interview with David Hay @Haymaker_0 🔽

https://nitter.poast.org/thoughtfulmoney/status/2083925736776225272#m

Published: August 2, 2026 14:39

Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ adamtaggart.substack.com Full episode of this interview with David Hay @Haymaker_0 🔽 Thoughtful Money® (@thoughtfulmoney) David Hay @Haymaker_0 expects…

While Adam winds up his vacation here are 3 recent videos to watch that are important to do so if you haven't already: 1. Lacy Hunt on Inflation: https://youtu.be/ed-0eEQHTbc 2. Melody Wright on housing: https://youtu.be/USyN00tR0uI 3. David Hay on capital rotation: https://youtu.be/1J1sCWTLhIg @m3_melody @Haymaker_0

https://nitter.poast.org/thoughtfulmoney/status/2083577132786364915#m

Published: August 1, 2026 15:34

While Adam winds up his vacation here are 3 recent videos to watch that are important to do so if you haven't already: 1. Lacy Hunt on Inflation: youtu.be/ed-0eEQHTbc 2. Melody Wright on housing: youtu.be/USyN00tR0uI 3. David Hay on capital rotation:…

R to @thoughtfulmoney: Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ https://adamtaggart.substack.com Full episode of this interview with @LanceRoberts 🔽

https://nitter.poast.org/thoughtfulmoney/status/2083247045079413210#m

Published: July 31, 2026 17:42

Summaries of the key takeaways from the interviews I conduct each week (for premium subscribers) ▶️ adamtaggart.substack.com Full episode of this interview with @LanceRoberts 🔽 Thoughtful Money® (@thoughtfulmoney) Are cracks starting to show in the…

5 Essential Rules For Managing Your Own Investment Portfolio Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, @LanceRoberts shares five essential rules every self-directed investor should follow to build a disciplined portfolio, manage risk effectively, and avoid the costly mistakes that derail long-term returns. * Managing your own money requires far more than finding good stocks. If you can't follow a disciplined investment process, you shouldn't be managing your own portfolio at all. Successful investing is built on rules, consistency, and risk management—not emotion or hope. * The first rule is to create a written Investment Policy Statement (IPS). Your IPS should clearly define the fundamental and technical criteria you use to buy stocks, when you'll sell, how you'll manage risk, and where you'll place stop losses. If you can't write down your strategy, you're likely making decisions based on instinct instead of a repeatable process. * So, before buying any stock, answer two questions: 1. Where will you sell if you're wrong? 2. And where will you sell if you're right? Every position should have both a predefined stop-loss level and a profit-taking plan. Entering a trade without an exit strategy leaves one of the most important investing decisions to chance. * Lance also stresses the importance of rebalancing on a schedule rather than reacting emotionally. Many investors make the mistake of selling losers while continuing to add to stocks that have already become oversized winners. Instead, periodically trim positions that have appreciated beyond their target allocation and objectively review underperformers. If the investment thesis remains intact and the stock is simply out of favor because of sector or factor rotation, it may present an attractive buying opportunity. But if the original thesis has broken, it's time to exit rather than average down. * Another essential rule is to replace speculative option buying with defined-risk strategies. Rather than simply purchasing calls because you expect a stock to rise, Lance argues that investors should structure positions so the potential loss is clearly understood and controlled. This may include combining stock ownership with calls or protective puts instead of relying on an option that can expire worthless. The broader principle is that every trade should define the downside before chasing the upside. * Lance also highlights the importance of patience in both investing and personal finance. He recommends adopting a simple three-day waiting rule before making discretionary purchases, giving emotions time to settle before committing money. The same principle applies to investing: avoid acting on impulse or excitement, and instead allow yourself time to evaluate whether an opportunity truly fits your investment plan. * Finally, measure your own behavioral return gap every year by comparing your portfolio's performance with an appropriate benchmark. If you're consistently underperforming, analyze why. Emotional decisions, poor timing, overtrading, abandoning your strategy, or constantly chasing new ideas are often the biggest reasons investors fail to match market returns. * The overarching message is that long-term investment success comes from following a disciplined process, not predicting the market. Protect your capital first, define your rules before investing, rebalance systematically, manage risk on every position, and continuously evaluate your own behavior. Great investing isn't about making perfect predictions—it's about making consistently good decisions. #PortfolioManagement #InvestingTips 💡 Get access to my notes with the key takeaways from this interview with @LanceRoberts by visiting my Substack (link below) ⬇️

https://nitter.poast.org/thoughtfulmoney/status/2083247042067939336#m

Published: July 31, 2026 17:42

5 Essential Rules For Managing Your Own Investment Portfolio Please ❤️like, bookmark🔖, and 🔁share with fellow investors In this Short video, @LanceRoberts shares five essential rules every self-directed investor should follow to build a disciplined…