10 Market "Must Reads" For The Weekend
Submitted by QTR's Fringe Finance
I’ve spent the last week and a half pounding black coffee and typing furiously—not out of obligation, but because the macro picture is finally starting to come into focus in a way that should make every investor sit up and pay attention.
You know that feeling when the fog clears and you suddenly realize you’re already halfway off the cliff? That’s where it feels like we are.
I’ve been writing like a madman because the market is laced with landmines and nobody seems to care. When you’re asking if the next crash will be down or up, there’s likely an issue: These 10 pieces are the most important things I’ve written recently:
How my “25 Stocks To Watch For 2025” are beating the S&P by more than 30%
What the two factors are that will cause the next crash, in my opinion
What a surging price of gold means about the entire economy and market
How our fiscal empire is collapsing, according to my favorite fund manager
Why the same manager argues gold could hit $10,000, and I believe him
Exactly how the Fed is worsening the problem it seeks to solve: inequality
My 3 favorite names in psychedelics, which caught a bid this past week
Exactly how the $50 trillion passive bid could trigger a market crash
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Also covered this past week:
Why Trump’s tariff chaos could trigger sustained market instability
What a $5T debt ceiling hike really means for inflation and gold
The real failure of DOGE, and why Elon & Vivek bailed
How rising interest expense is now crushing U.S. fiscal options
Why the Fed is stuck—and why Trump’s war on Powell could spark a crisis
The coming “shadow Fed Chair” and what it means for markets
Why the U.S. may already be in a Crack-Up Boom—and what that really means for stocks, bonds, and real assets
How the market is starting to look eerily like Weimar Germany—this is not bullish
Why the “Everything Bubble” might not be bursting—just mutating into something weirder
Why fund manager Larry Lepard gave up shorting the market—and why that might be the ultimate contrarian signal
How gold and Bitcoin are quietly screaming about a sovereign debt crisis
The one key metric that says gold’s rally is just getting started
Why silver may have finally entered its breakout phase—and what that means for 5x+ upside
The quiet but massive shift in ETF flows and central bank behavior that no one’s talking about
Why Lepard thinks gold miners could triple—even if metal prices don’t move
A sobering conclusion: the return of the printing press is inevitable—it’s just a matter of time
All of this is covered in detail on my blog for subscribers.
QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This post represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. They are either submitted to QTR by their author, reprinted under a Creative Commons license with my best effort to uphold what the license asks, or with the permission of the author.
This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier.
The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.