Financial Sense

After the AI Selloff: The Credit Signals That Will Decide What Comes Next

fswebmaster@financialsense.com (Financial Sense) — Tue, 03 Nov 2026 12:36:00 -0800

Nov 3, 2026 – Chris Puplava, CIO of Financial Sense Wealth Management, explains how credit stress pointed to trouble in AI stocks, how passive flows can amplify declines, and which signals would suggest the worst is over or more trouble is ahead...

Why Muscle Power Matters More Than Strength After 50 (And How Most People Lose It First)

fswebmaster@financialsense.com (Financial Sense) — Mon, 02 Nov 2026 13:11:00 -0800

By Financial Sense

Nov 2, 2026 – Most older adults lose the muscular quality that keeps them out of nursing homes years before they notice it is gone. Crystal Johnson, STEP Director at Keiser, describes powerpenia—the age-related loss of muscular power—as the earliest...

Late-Cycle: Tian Yang on Narrowing Breadth, Sovereign AI Support, and Investor Strategy

fswebmaster@financialsense.com (Financial Sense) — Thu, 29 Oct 2026 11:39:00 -0700

By Financial Sense

Oct 29, 2026 – U.S. markets have entered a late-cycle phase defined by tightening financial conditions amid weakening growth and increasingly concentrated leadership, according to Tian Yang, CIO of Variant Perception. While the firm’s macro...

Proto-ASI Is Here: Dr. Alan D. Thompson on AGI, Saturated Benchmarks, and the Shift to Invention

fswebmaster@financialsense.com (Financial Sense) — Wed, 28 Oct 2026 10:51:45 -0700

By Financial Sense

Oct 28, 2026 – AI researcher Dr. Alan D. Thompson argues that frontier models have already entered the realm of “proto-ASI”. Benchmarks designed to measure novel reasoning are saturating and the next phase to prepare for is invention and discovery...

The Perfect Energy Storm: Physical Scarcity, Phantom Inventories, and the Macro End Game

fswebmaster@financialsense.com (Financial Sense) — Fri, 23 Oct 2026 08:39:00 -0700

By Jim Puplava, CFP®, CTS™, CES™

Oct 23, 2026 – The world’s oil market is currently buckling under simultaneous, compounding stress across every measurable dimension: supply, refining, logistics, and geopolitics. Our strategic buffers are completely drained, diplomatic peace frameworks have evaporated

All Booms End in a Bust – The AI Boom Is Likely No Different

fswebmaster@financialsense.com (Financial Sense) — Mon, 19 Oct 2026 13:05:00 -0700

By Christopher Puplava, CRPC®

Oct 19, 2026 – We see two pressures that could bring the turning point forward. First, the industry has committed to spending far more than AI companies currently earn, relying on revenue growth that has yet to materialize. Second, Chinese open-source...

The Great ARM Reset: Why the Sovereign Debt Trap Is 2008 in Disguise

fswebmaster@financialsense.com (Financial Sense) — Thu, 15 Oct 2026 12:13:00 -0700

By Jim Puplava, CFP®, CTS™, CES™

Oct 15, 2026 – US Treasury is the new subprime borrower. Like 2008 ARMs, it loaded up on short-term debt at near-zero rates. A $10T maturity wall is now resetting at 4-5% yields, exploding interest costs into a debt spiral that forces monetization and dollar debasement...

The $52 Billion Lesson: What Anheuser-Busch’s Sale Reveals About Family Business Succession

fswebmaster@financialsense.com (Financial Sense) — Thu, 15 Oct 2026 09:24:00 -0700

By Financial Sense

Oct 15, 2026 – The Anheuser-Busch outcome illustrates a core misconception: succession planning is not simply about naming the next CEO or deciding which child takes over. Business owners face two distinct transitions—management succession and...

AI Has Flipped Cybersecurity Economics—And Turned It Into a Contest of National Power

fswebmaster@financialsense.com (Financial Sense) — Tue, 13 Oct 2026 15:42:00 -0700

By Financial Sense

Oct 13, 2026 – Cybersecurity is no longer just about protecting data. It is about defending and projecting national power—and Woody Preucil argues that superintelligence is changing the economics of that defense in the attacker’s favor...

Echoes of 1987: Michael Belkin on the Bond Market Warning Stocks Are Ignoring

fswebmaster@financialsense.com (Financial Sense) — Tue, 13 Oct 2026 09:36:18 -0700

By Financial Sense

Oct 13, 2026 – Michael Belkin, author of the widely-read Belkin Report, believes the bond market is delivering a warning that equity investors have yet to fully absorb: the era of easy money is ending, and stocks face a potentially painful adjustment...

Das: AI’s Cash Is Missing, and the Credit Risk Is Not Priced In

fswebmaster@financialsense.com (Financial Sense) — Fri, 09 Oct 2026 09:35:06 -0700

By Financial Sense

Oct 9, 2026 – The AI build-out is being financed in ways that make reported profits look stronger than the cash behind them. Satyajit Das, who spent a career inside the complex debt products that blew up in 2008, argues that the giant technology...

The Mathematical Certainty of the Coming Debt Storm: Why the Fed Is Trapped

fswebmaster@financialsense.com (Financial Sense) — Thu, 08 Oct 2026 11:32:00 -0700

By Jim Puplava, CFP®, CTS™, CES™

Oct 8, 2026 – If you want to understand where the markets and economy are headed over the next decade, you must look past the daily headlines and look at the math. And, right now, the math of the United States federal budget is telling a terrifying story...

Jeff Christian: Fear, Fiscal Strain, and 'Bad Reasons' for Higher Rates Keep Gold’s Bull Market Alive

fswebmaster@financialsense.com (Financial Sense) — Mon, 21 Sep 2026 09:36:00 -0700

By Financial Sense

Sep 21, 2026 – After gold’s surge to record highs earlier this year, CPM Group’s Jeffrey Christian expected a volatile consolidation into August, then a resumption of the bull trend, which is where we are today. However, concerns have shifted...

The Bond Market Strikes Back

fswebmaster@financialsense.com (Financial Sense) — Mon, 14 Sep 2026 10:54:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Sep 14, 2026 – The bond market is back in the conversation, and not just because yields are higher. With the 10-year Treasury near 5%, the real question is how investors should think about duration, reinvestment risk, and when to start locking in...

America’s Oil Reserves Soon to Reach 'Operational Limits'

fswebmaster@financialsense.com (Financial Sense) — Tue, 08 Sep 2026 21:08:00 -0700

By Financial Sense

Source: Kurt Kallaus, ExecSpec.net

Sep 9, 2026 – SPR oil isn’t a checking account. Stored in salt caverns, it can’t be drawn to zero without risking system function. Kallaus says current withdrawals could hit the approval-required threshold by late September or early October...