Who Wins and Who Loses as Interest Rates Stay Higher for Longer
With T-bills above 4%, mortgage rates near 7.5% and auto loans over 7%, rising interest rates are reshaping household budgets, savings and government debt costs.
Investing
Hedge Fund Letter: Night Watch Returns 0.84% in Q3, Hedges With Refiners
Night Watch Investment Partners gained 0.84% net in Q3 2026, pushing since-inception CAGR to 18.45%, while using refiners as a hedge against Iran and Ukraine risk.
Gabelli Fund Adds Micron After Stock’s 15.68% One-Month Surge
Gabelli’s Global Growth Fund returned 12.84% in Q2 2026, trailing the S&P 500’s 15.2%, while adding Micron Technology on the back of a 15.68% one-month rally.
Crypto ETFs Are Back: What August’s Bitcoin Rally Means for Your Portfolio
Bitcoin ETFs are seeing renewed inflows after a strong August for BTC. Here’s how spot Bitcoin funds compare and what it means for investors.
Paul Tudor Jones Warns Stock Valuations Point to a Rough Decade Ahead
Billionaire investor Paul Tudor Jones flags stretched S&P 500 valuations, with Bank of America data suggesting weak returns over the coming decade.
Peter Schiff Says a Nickel’s Metal Is Worth More Than Its Face Value — Here’s the Catch
Economist Peter Schiff argues the 7.76 cents of copper and nickel inside every 5-cent coin beats U.S. Treasuries, but melting coins for profit is federally restricted.
Auxier Q2 2026 Letter: S&P 500 Rebounds 15.2% on AI Capex Boom
Auxier Asset Management’s Q2 2026 investor letter shows the S&P 500 rallying 15.2% as AI infrastructure spending lifts semiconductor and industrial names like Gates Industrial and Caterpillar.
Selling Puts on McDonald’s: How Value Investors Get Paid to Wait
With McDonald’s near 52-week lows amid rising Treasury yields, value investors are using put-selling strategies to collect premium while targeting a $100 billion real estate portfolio.
Why Wall Street Volatility Isn’t Killing the Case for US Stocks
Microsoft’s 31% profit jump and NVIDIA’s 1,412% surge since 2022 show why Singapore investors are staying in US equities despite sharp price swings.
Kiyosaki Warns ‘Cash Is Trash’ as Gold Sits Near $4,400/oz
Robert Kiyosaki says cash-hoarders are ‘big losers’ as spot gold trades near $4,400 an ounce. Here’s what his $35,000 target would mean for your portfolio.