Article
Think Rates Are Peaking? Consider Mortgage-Backed Securities
Think Rates Are Peaking? Consider Mortgage-Backed Securities
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
Think interest rates are peaking? If so, agency mortgage-backed securities (MBS) deserve a look. Think rates have further to climb? MBS may still earn a place in your fixed-income allocation, potentially offering more yield than Treasuries and essentially no credit risk.
Here is the twist. In 2022 and 2023, MBS investors learned a painful lesson. As rates surged, homeowners stopped refinancing, and MBS durations rose at the worst possible time. Today, that dynamic has largely run its course. With...
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Mar 8, 2026 / Kyle Anzalone
Trump Considers Deploying Ground Forces to Iran to Secure Nuclear Material
President Donald Trump may send special operations forces to Iran to seize the Islamic Republic’s nuclear material. According to three diplomatic sources speaking with Bloomberg, the President is considering using special operations forces in Iran to gain control over Tehran’s roughly 400 kilograms of 60% enriched uranium. “They haven’t been able to get to it […]
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Jun 9, 2026 / Tyler Durden
Memos Show Anti-Trump Nonprofit Assisted State Prosecutions Of Trump Supporters
Memos Show Anti-Trump Nonprofit Assisted State Prosecutions Of Trump Supporters
Via American Greatness,
A nonprofit organization led by prominent Trump critic Norm Eisen quietly assisted Democratic attorneys general and prosecutors in efforts targeting supporters of President Donald Trump who challenged the 2020 election, according to internal memos, contracts and public records released under open records laws.
The documents reveal that Eisen’s States United Democracy Center (SUDC) provided legal assistance, strategic guidance and, in at least one case, attorneys formally appointed by a state attorney general to aid investigations and prosecutions involving alternate electors and...
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Oct 5, 2026 / Tyler Durden
America's Wile E. Coyote Moment
America's Wile E. Coyote Moment
Authored by Matthew Piepenburg via VonGreyerz.gold,
When it comes to contextualizing the tech, bond, gold and policy headlines of Q4 2026, it's easier to foresee their pathway ahead by first looking backwards. Once understood, we mathematically realize that our problems are not in the future, they are right now.
The 1970s
Ah, the 1970s. It was an era of bellbottom jeans, checkered suits, wide ties, the music of ABBA and Saturday morning cartoons.
It was also the decade in which Nixon decoupled the dollar and ended the sound money...
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