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"The World Economy Is Hooked on Government Debt" @TomFairless writes in the WSJ

No kidding. We are getting the best economic growth deficits can buy.

wsj.com/economy/global…

I've invested in gold since

Earlier this week I published an analysis that, among others, portrayed a Warsh Fed. I noted it could be a medium-term headwind for gold—not due to radically different rates, but because he’d end bad Fed habits that drift into fiscal turf. 1/🧵 merkinsights.com/p/the-feds-man…

“Repatriate the gold”
“Emanuel Mönch, .. former head of research at Germany’s .,. Bundesbank, called for the gold to be brought home, saying it was too ‘risky’ for it to be kept in the US” theguardian.com/world/2026/jan…

Rick Rieder has questioned the Fed's 2% target, suggesting it is too rigid.

I asked Grok to give me an overview Rick Rieder's thought leadership. Amongst others, he has suggestedhigher rates might exacerbate inflation, suggesting rates should be cut.

Germany's Merz expands on Mark Carney's "We must no longer rely on the power of our values. We must also recognize the value of our power."

Germany is rearming.

Full text of Merz's Davos speech: bundesregierung.de/breg-en/news/f…