https://www.purevaluemetrics.com/blogRSS for NodeSat, 01 Aug 2026 17:29:38 GMT>> it probably means that truly understanding how markets work will matter most from here on... rather than CNBC and other pundits being constantly spoon-fed what to think.... Markets : Tech stocks are crashing, long-term rates are at highest levels since 2008, ...]]>https://www.purevaluemetrics.com/post/july-eq-markets-the-leopold-correction-citadel-lows---jpy-intervention-again-usd-peaks-shor6a6b07ed7eb62fe370644da6Fri, 31 Jul 2026 07:36:24 GMTsc0172>>...]]>https://www.purevaluemetrics.com/post/warsh-s-no-guidance-30y-ust-yields-biggest-move-ever-on-fomc-day---nvda-cds---kospi-33-in-july6a688064f2a8fc01ebe17e16Thu, 30 Jul 2026 07:54:23 GMTsc0172https://www.purevaluemetrics.com/post/boafms-gold-undervalued---ai-credit-risk-up-on-ai-spend---kospi-11-chip-rout-continues---iran6a6713fdd1a59ce0fe279ffaTue, 28 Jul 2026 07:39:54 GMTsc0172https://www.purevaluemetrics.com/post/fomc-10bps-priced-in-big-week-ahead-msft-meta-amzn-apple---cxmt---ubs-scandal---crude-down6a670749d1a59ce0fe2779e2Mon, 27 Jul 2026 08:08:40 GMTsc0172https://www.purevaluemetrics.com/post/brent-tops-100---tech-side-mag7-beginning-to-crack---goog-spacex-why---tlt-price-yields6a61ed96424f5a9980a44d3eFri, 24 Jul 2026 07:07:46 GMTsc0172https://www.purevaluemetrics.com/post/nasdaq-50dma---12th-night-of-bombing-brent-96-6week-highs---jgb-s-ust-s---goog-s-cashflows---r6a606cf65514a6e974a738d4Thu, 23 Jul 2026 07:43:19 GMTsc0172>> "Therefore, the biggest risk to the debt burden would be a sharp rise in short-dated yields if the Fed were to hike rates by more than expected in the coming year.", TLT 82.53 all time (24 year) low for this ETF fwiw... (chart below) OpenAI said its advanced AI models inadvertently hacked Hugging Face in an “unprecedented” incident, prompting renewed...]]>https://www.purevaluemetrics.com/post/crude-higher---ust-10-s-4-64---openai-s-model-goes-rogue---u-s-treasury-walking-a-tightrope-on-u6a5f47526adee9ecb16371b5Wed, 22 Jul 2026 07:06:09 GMTsc0172https://www.purevaluemetrics.com/post/funding-ai-big-test-for-capital-markets-1-65trn-of-hidden-debts-with-hyperscalers-china---ch6a5dd74b76523d0f4ec2856fTue, 21 Jul 2026 07:00:09 GMTsc0172https://www.purevaluemetrics.com/post/china-ai-models-winning-over-u-s-companies---crude-back-up-on-iran-soft-u-s-cpi-but-warsh-hawkish6a5dc552a93b53fe889791d3Mon, 20 Jul 2026 07:45:17 GMTsc0172https://www.purevaluemetrics.com/post/hynix-ipo---china-still-buying-gold---german-budget---jgb-s-jpy-jpn-pension-fund-shift-incoming6a4f8abc1c5caf9f47bd0003Fri, 10 Jul 2026 07:47:03 GMTsc0172https://www.purevaluemetrics.com/post/mag7-big-cash-burn---msft-anthropic-openai---fed-minutes---spacex-coming-back-to-earth---nato-h6a4f444a0bcfc75fd19aa35fThu, 09 Jul 2026 07:19:49 GMTsc0172https://www.purevaluemetrics.com/post/le-pen-farage---crude-75-again-iran-kicks-off-again---ust-10y-4-56-again-jgb-30y-4-01-r6a4b7744bcb148b1de079746Wed, 08 Jul 2026 08:30:24 GMTsc0172>> '''This is brilliant and should be studied by central bankers everywhere! Peoples Bank of China was the first to deflate a massive, leveraged housing bubble without a single quarter of economic contraction or loss of growth momentum in the real economy. A success for the history books''' >> remember how everyone back in 2020-21 talked about a China Lehman moment, here we are, real estate bubble deflated and...]]>https://www.purevaluemetrics.com/post/20y-real-estate-bubble-in-china-deflated-without-any-crash---ubs-global-wealth-report---eustoxx506a4b58d60e6d4656949d6571Mon, 06 Jul 2026 08:38:53 GMTsc0172https://www.purevaluemetrics.com/post/sofr-positioning---spx-hedge-this-rally---openai---jpy---eu-inflation-down-ecb-forecast6a44ccad10f62f1956355821Thu, 02 Jul 2026 07:44:06 GMTsc0172https://www.purevaluemetrics.com/post/u-s-supreme-court-cements-trump-s-power---russia-closes-checkpoints---chf-jpy-gold-softer---china6a4382d969b2dfbbf12af83aWed, 01 Jul 2026 07:40:44 GMTsc0172https://www.purevaluemetrics.com/post/dow-ath-s-jpy-40y-lows-nikkei-and-kopsi-big-winners-ytd---ai-isn-t-a-bubble-the-price-of-u-s-ai-i6a4226f53c06bdad5425be81Tue, 30 Jun 2026 08:33:44 GMTsc0172https://www.purevaluemetrics.com/post/ai-spending-risks-global-consequences-bis---china-ai-strategy---openai-ipo-delay---imm-usd-long6a422054c19ca7d97f2a7852Mon, 29 Jun 2026 07:59:08 GMTsc0172https://www.purevaluemetrics.com/post/micron-smashed-earnings-crude-near-pre-war-levels-binance-boj-hawkish-call-ukr-ru-update6a3be2b543356881844598a1Thu, 25 Jun 2026 07:57:01 GMTsc0172https://www.purevaluemetrics.com/post/eurusd-1-1400-usdchf-up---crude-4months-lows---trump-threatens-big-oil---dutch-german-pension-r6a3b840a7c6c6389eb879d63Wed, 24 Jun 2026 07:49:53 GMTsc0172https://www.purevaluemetrics.com/post/10y-after-on-from-brexit-ai-to-become-an-infrastructure-debt-bubble-ust-yields-jpy-decoupling6a38f42a6eab84e60609528bTue, 23 Jun 2026 07:25:06 GMTsc0172