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Lacy Hunt: Fed's Been "Stealth-Easing" Since December
Lacy Hunt: Fed's Been "Stealth-Easing" Since December
“We’re seeing a major secular shift, that we’re now moving into a period of capital shortage, as well as we’re witnessing the end of the three-decade period of globalization, which led to significant disinflation.”
That prediction comes from Dr. Lacy Hunt, once one of the bond market’s most prominent bulls and secular disinflationists. Well… no longer. He’s now a seller of U.S. long-dated bonds and suggested during last night’s discussion on ZeroHedge that he’s eyeing gold favorably.
Lacy told Thoughtful Money’s Adam Taggart and Brent...
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May 29, 2026 / Dale Steinreich
The Defeat of Thomas Massie: Where to Go from Here?
The recent primary defeat of Thomas Massie will deprive this country of a free-market and anti-war voice. How should libertarians respond?
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Jul 21, 2026 / Kyle Anzalone
Finance Minister: Israel Has No Interest in Joining US War Against Iran
Israeli Finance Minister Betzel Smotrich said that Tel Aviv was not interested in rejoining the war against Iran. Multiple outlets have reported that Israeli Prime Minister Benjamin Netanyahu convinced President Donald Trump to start the war. “The State of Israel has no interest in joining the contained confrontation between Iran and the United States,” the […]
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Mar 23, 2026 / Tyler Durden
Oil Plunges, Stocks Spike As Trump "Postpones" Military Strikes On Iran After "Productive" Talks; Tehran Denies Contact
Oil Plunges, Stocks Spike As Trump "Postpones" Military Strikes On Iran After "Productive" Talks; Tehran Denies Contact
Update (0745ET): Well that didn't take long - and consider the source - but Iran’s state news agency rejects Trump’s claim of 'constructive conversations'
"There is no direct contact with Trump, not even through intermediaries," Fars News reports, citing a source.
"Trump backed off after hearing that our targets would be all power plants in West Asia."
Oil is rebounding and stocks retreating modestly on the news...
IRAN SAYS THERE WAS NO DIRECT OR INDIRECT CONTACT WITH TRUMP...
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