The Monetary Matters Network

Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch

Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts

The AI industry operates as a massive, unprofitable bubble fueled by speculative debt rather than genuine economic demand. Major labs like OpenAI and Anthropic report billions in losses, masking their true financial state through creative accounting and inflated sales and marketing categories. Much of the reported comp...

Iran War Has Pushed Global Shipping Markets To The Brink | Ed Finley-Richardson

The shipping industry, particularly the tanker market, faces unprecedented disruption and profitability due to the conflict in the Middle East and the closure of the Strait of Hormuz. Shipping expert Ed Finley-Richardson explains that while global trade flows are increasingly inefficient—forcing vessels to take longer,...

Why $200 Oil Won’t Spike Inflation to 9% | Anna Wong

Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante

A Private Credit Liquidity Crunch Has Already Started | Leyla Kunimoto

How the Iran War Reshapes the Sovereign Debt Landscape | Sovereign Debt Expert Lupin Rahman

The Hidden Market Stress Obscured by Stock Indexes | Liz Ann Sonders

“Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen

Fertilizer Nightmare Threatens Global Food Systems | Josh Linville on Iran War’s Fertilizer Shock

Oil Will “Sail” Past $230 | Rory Johnston on Why Iran War Has"Terrified" The Oil Market

Oil Shock Has Not Yet Fully Priced In To Markets, Argues Bob Elliott of Unlimited Funds

The Private Credit Time Bomb: Rupert Mitchell Warns of Impaired Loans and Worthless Equity Cushions

The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It

20% of Jobs Will Be Gone in 4 Years | Macro Investor Alex Gurevich on AI & Bull Case for Yields

Iran War is a "Nightmare Disruption Scenario" | FT’s Chief Economics Commentator Martin Wolf

"Economic Chaos" Threatened By Middle East War, Argues Joseph Stiglitz (Nobel Laureate Economist)

The Liquidity Cycle Is Turning Down (Here's How) | Michael Howell

Discussing A.I. Displacement with Nobel Laureate in Economics Peter Howitt

How Iran Could Force a Macro Regime Change | Tian Yang