I'm Buying Real Assets Hand Over Fist

With stocks priced at historically high valuations, and bonds offering ultra-low yields, where should one invest? Click here to know my thoughts.

• The author advocates for investing in income-producing real assets due to historically high stock valuations and low bond yields.
• Real assets are highlighted for offering high yield, inflation protection, diversification, and upside potential.
• The article provides examples and suggests exclusive access to a model portfolio for members of 'High Yield Landlord'.

Topics: Asset types, Scalability, Real assets, Institutional capital inflows

Tags: #realassets #incomeproducing #inflationprotection #diversification #highyield #stockvaluations #bondyields #realestate #nnn #homu

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Gold declines to near $4,400 as robust US jobs data lifts Fed hike odds

Gold price (XAU/USD) drifts lower to near $4,410 during the early Asian session on Tuesday. The precious metal extends the decline as a stronger-than-expected US Nonfarm Payrolls (NFP) report for August bolsters expectations for a Federal Reserve (Fed) interest rate hike this month.

• Gold prices are declining towards $4,410 due to strong US jobs data, increasing the likelihood of a Federal Reserve interest rate hike.
• Analysts note that while near-term price action is sensitive to macro data, gold is in a structural bull run driven by broad-based conviction.
• Technical analysis suggests a neutral near-term tone for gold, with key resistance and support levels identified.

Topics: Asset types, Market cycles macro sensitivity, Alternative assets, Interest rate sensitivity, Inflation recession impact

Tags: #goldprice #usjobsdata #federalreserve #interestratehike #bondyields #inflationdata #societegenerale #uobgroup #technicalanalysis #safehavenasset

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Bessent Ramps Up Pressure on BOJ to Raise Interest Rates Further

US Treasury Secretary Scott Bessent ramped up pressure on Japan to take its next steps on policy amid renewed weakness in the yen and rising bond yields. Bessent met with Japanese Finance Minister Satsuki Katayama and reportedly told her and Bank of Japan Governor Kazuo Ueda that Japan's next step should be to raise interest rates. Katayama denied discussing monetary policy with Bessent, saying decisions on monetary policy are entrusted to the Bank of Japan and instead focused on the joint Japan-US intervention in the currency market.

• US Treasury Secretary Scott Bessent is pressuring Japan to raise interest rates due to yen weakness and rising bond yields.
• Japanese officials, including Finance Minister Katayama, deny discussing monetary policy with Bessent, emphasizing the Bank of Japan's autonomy.
• The article highlights the increasing focus on Japanese monetary policy by the US and the market's expectation of a potential rate hike in September.

Topics: Jurisdictions, Public debt, Market cycles macro sensitivity, Established hubs, Tokenized us treasuries, Interest rate sensitivity

Tags: #scottbessent #bankofjapan #interestrates #yen #bondyields #monetarypolicy #currencyintervention #japanesefinanceminister #kazuoueda #ustreasury

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Them's Fightin' Words

The threat of more financial war... Iran's neighbors want a deal... The market says 'all good'... We're still tapping those oil reserves... Fightin' words from Stanley Druckenmiller... Subsidizing procrastination...

• The US is implementing 'Operation Economic Outcast' with sanctions targeting nations trading with Iran, aiming to pressure its nuclear program, though specific countries and timelines remain unclear.
• Market sentiment is cautiously optimistic due to diplomatic efforts by Iran's neighbors and potential talks between the US and China, leading to a drop in oil futures and bond yields.
• The article highlights concerns about the rapid depletion of the US Strategic Petroleum Reserve (SPR) as a short-term solution to oil supply disruptions, with significant costs associated with refilling it.

Topics: Public debt, Jurisdictions, Legal regulatory, Tokenized us treasuries, Cross jurisdictional policy, Securities law classification

Tags: #iransanctions #stanleydruckenmiller #strategicpetroleumreserve #oilprices #treasurybonds #financialwar #operationeconomicoutcast #marketreaction #usiranconflict #bondyields

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TRADING DAY Tech, tariffs & Treasuries

U.S. bond yields fell and tech weighed on U.S. stocks on Monday, as investors digested a raft of economic measures and developments coming out of Washington: U.S. Treasury's plans to increase buybacks of long-dated bonds, new 'economic D-Day' sanctions to isolate Iran, and the threat of new tariffs on Canada.

• US bond yields and stocks declined as investors reacted to Treasury's plans for bond buybacks, new sanctions on Iran, and potential tariffs on Canada.
• Concerns are raised about Treasury Secretary Scott Bessent's credibility due to market interventions and failure to meet deficit reduction and yield lowering goals.
• Upcoming events include Fed Chair Kevin Warsh's Jackson Hole speech and potential trade disputes between the US and Canada, adding to market uncertainty.

Topics: Public debt, Jurisdictions, Tariffs, Tokenized us treasuries, Established hubs, Trade finance tokenization

Tags: #ustreasury #bondyields #tariffs #scottbessent #iransanctions #canadatrade #jacksonhole #fedchair #inflation #tgabalance

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What the Stock Market’s Record Rally Has to Do With Rescuing the Yen …

• The U.S. Treasury's intervention in the Japanese yen was driven by the interconnectedness of global markets, particularly the influence of AI investments on bond yields and the stock market.
• A weakening yen and rising Japanese government bond yields threatened to increase U.S. borrowing costs and spook stock investors, necessitating intervention to stabilize markets.
• The intervention aims to manage the yen's value to prevent a strengthening that could disrupt the yen carry trade and negatively impact U.S. assets and markets.

Topics: Market cycles macro sensitivity, Public debt, Institutional adoption, Interest rate sensitivity, Tokenized us treasuries, Asset manager initiatives

Tags: #yenintervention #ustreasuries #artificialintelligence #globalmarkets #stockmarketrally #yencarrytrade #interestrates #federalreserve #bondyields #treasurydepartment

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