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Investing Through the Rest of 2026: A Simple Guide
The rest of 2026 offers important opportunities for investors who stay informed, diversified, and patient.
Sep 14
•
MacroXX
13
1
The Sept 16 Coin Flip — A Tiny Hike, a Big Wobble
A 25 bp hike is increasingly likely—but it may only buy time before bond markets demand more.
Sep 11
•
MacroXX
10
3
$40 Trillion and Counting: How the U.S. Got Hooked on Debt
A plain‑language tour of how U.S. public debt went from manageable to massive—and why it matters for your wallet.
Sep 9
•
MacroXX
8
2
How the Bond Market Works—and Why It Matters to the Economy
A plain-English guide to the market that shapes interest rates, borrowing costs, inflation expectations, and the broader economy.
Sep 2
•
MacroXX
20
2
Municipal Bonds in a Global Bond Selloff
A Tax-Efficient Opportunity, Not a Replacement for Stocks or Treasuries
Sep 1
•
MacroXX
18
3
August 2026
Gold, Bonds, and the Stress Test of the Global Financial System
The New Gold Trade: Inflation, Treasuries, and Political Risk
Aug 26
•
MacroXX
12
1
The Yen Problem Is Bigger Than Japan
Why the yen carry trade, Treasury markets, oil risk, and geopolitics make Japan’s currency a global fault line.
Aug 14
•
MacroXX
14
1
The Bond Market Is Still Sending a Warning
Long Rates Are Still Telling Us Something
Aug 3
•
MacroXX
16
1
July 2026
The Fed’s September Trap
Why the Market’s Hike Bet Might Be Wrong
Jul 30
•
MacroXX
13
1
AI, AGI, and the Endgame of Capitalism
The chip selloff isn’t just a correction. It’s the market’s first real confrontation with the limits of the AI age—and a preview of what comes after.
Jul 28
•
MacroXX
13
1
Roosevelt, Gold, Debt, and the New Monetary Rumor
When Money Becomes a Policy Tool. Image credit: "Gold" via Wikimedia Commons
Jul 2
•
MacroXX
18
3
June 2026
What Would Milton Friedman Think About Today’s Market?
Why money, credibility, and policy lags still matter — but not as much as they once did
Jun 30
•
MacroXX
22
2
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