Porter Stansberry returns to lay out the two structural facts that make 2029 different from every prior doomsday call: the Social Security trust fund math and the central bank exodus from Treasuries. Gold, Bitcoin, and patient capital are the answer.
The US Treasury auctioned $22 billion in 30-year bonds on July 9 at a yield of 5.058%, the highest at a 30-year auction since 2007. Bitcoin held up while gold slid. The debt math is no longer theoretical.
Strategy sold 3,588 BTC for $216 million to support preferred distributions, yet bitcoin trades above its average sale price. Jensen Huang makes the case for companies owning their agent systems.
Europe is completely dystopian now. Chat Control, DAC8, in-car cameras, and VPN restrictions point to the same surveillance machine.
Brussels is trying to revive Chat Control through procedural games. Plus: broken money turns inflation pain into class war, AI agents become real business, and Bitcoin tech keeps moving.
The U.S. Treasury sold $58 billion in 3-Year notes at 4.179% on July 7, stopping through the When-Issued level by 0.6 basis points, even as Iran struck three commercial vessels in the Strait of Hormuz, Brent crude rose 2.5%, and 10-Year yields hit a one-month high of 4.523%.
The NY Fed's June 2026 Survey of Consumer Expectations shows 1-year inflation expectations at 3.7%, the highest since September 2023, with the medium-term anchor also breaking higher, while respondents expect government debt to grow at three times the pace of household income.
GPU financing is rhyming with the ASIC loan cycle while Japan’s bond market screams that sovereign debt stress is spreading.
