14 Market "Must-Reads" For Your Weekend
Submitted by QTR's Fringe Finance
Markets feel calm right now — too calm. In the past week, I’ve dug into the forces quietly rewiring the financial system, from Bitcoin’s entanglement with the U.S. economy to the undercurrents in gold, psychedelics, and a passive investing trap door that could spark the next crash.
I’ve also pulled back the curtain on deception in the market in my interview with Dan Ferris, plus shared the two factors I think will trigger the next real selloff. If you think everything’s fine because the indexes are green, you’re exactly who I’m talking to.
Here’s 14 market must-reads for your weekend:
Has bitcoin become woven too deep into the U.S. economy — and can it possibly go to $0? One person thinks so.
My interview with Dan Ferris on the deception baked into markets
3 new stocks that have caught my attention (and a fourth)
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
If you’ve been following along on the free list and finding value, consider leveling up to a paid subscription.
🔥 TAKE 65% OFF IF YOU SUBSCRIBE TODAY: Anyone who subscribes annually today, using the below link, IMMEDIATELY gets 65% off full price. This discount lasts for as long as you wish to remain a subscriber: Get 65% off forever
Paid subs get full access to everything, including our Substack chat where I offer up quick unvarnished takes that don’t make it to the free feed.
We also have an incredible community and vibrant discussion in the comments to most pieces where I myself do a lot of learning.
Also covered this past week:
How much freedom did we lose during Covid—and how much of it are we never getting back?
Why an outdated tourist gimmick is still limping along in the heart of Manhattan.
The inflation gauge Powell can’t ignore just ticked up—and markets should be paying attention.
Gold’s mixed signals in a week where trade tensions eased but central banks stayed cautious.
Why this market rally feels more like a high-wire act with no safety net.
A Silicon Valley veteran’s bold proposal to reshape America’s financial future.
When even “good” data makes stocks drop, you know something’s broken.
Clues from Buffett’s war chest that point toward his next big move.
The real-time trades I made when the Fed chair spooked the market.
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
…oh, and Sydney Sweeney’s tits.
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.