2025-08-05T13:09:54Z https://nostr.now TheNomadicGoat https://nostr.now/npub1zk666j6uudtzfkv2m5flduzcte5yswhlae8el20yta6sxmc98uts8rdrsk https://nostr.build/i/nostr.build_724b3065728305d6ee49259fd741e3ca3193a4444132e29111c361f2108d1e06.jpg https://nostr.build/i/nostr.build_724b3065728305d6ee49259fd741e3ca3193a4444132e29111c361f2108d1e06.jpg https://nostr.now/nevent1qqs9gtnaqdaftjpdtvxk25fk8sgtgcqv7pvv7rxs78vfwgk2xt8yvggzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3w8wsmjp Today, the Trade Everyone Was In<br/><br/>Lula’s runoff win caught Brazilian markets positioned for a Bolsonaro victory. The real fell about 12%, the Ibovespa hit a circuit breaker and rates spiked. What moved and what to watch this week.<br/><br/>Read the article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-trade-everyone-was-in">https://thenomadicgoat.substack.com/p/the-trade-everyone-was-in</a> 2026-10-26T14:01:13Z https://nostr.now/nevent1qqsvr3nmfv4k9ettd4ud6vz5ejy5enctm4xurnhfrc87ravcqdm89nqzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3w6s5wml Today, Nobody Will Say It’s AI.<br/><br/>Netflix, HubSpot, Amazon and Airtable cut thousands of jobs in October, each with a different explanation. What the reasons companies give for layoffs reveal about AI, investor pressure and where the real restructuring is happening.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/nobody-will-say-its-ai">https://thenomadicgoat.substack.com/p/nobody-will-say-its-ai</a> 2026-10-18T11:38:22Z https://nostr.now/nevent1qqsqxuj3nql8849f0vptm8n7yxauhzhv7uwmfkpttkuvx5y2xy4eqdszyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wszvcj2 Today, Volatility Is the Product.<br/><br/>Surging Wall Street trading profits at Goldman, JPMorgan and Morgan Stanley sit beside rising small-business bankruptcies and a 5% Treasury yield. What the Q3 bank earnings reveal about who profits from market volatility and who pays for it.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/volatility-is-the-product">https://thenomadicgoat.substack.com/p/volatility-is-the-product</a> 2026-10-15T12:09:52Z https://nostr.now/nevent1qqs0dtvnwg96eh2fp0u45x6c2gcun34cpun9ntd2vrr2qurlnws5jhczyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wer5x8u Today, the Handcuffs Have a Fixed Rate.<br/><br/>How mortgage lock-in at 7.4% rates keeps US homeowners from moving for work, selling, or starting businesses, and what workers, founders and investors can do about it.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-handcuffs-have-a-fixed-rate">https://thenomadicgoat.substack.com/p/the-handcuffs-have-a-fixed-rate</a> 2026-10-11T12:37:45Z https://nostr.now/nevent1qqs8svhuesh9h3lqaad2ujt79zaw5mwfhp43e2mhjzm5dg989vq5krqzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3w4e09cd Today, the Smart Money Is Listing. Ask Why.<br/><br/>Why a record wave of private equity-backed IPOs in 2026 points to a backlog of unsold companies, and a checklist for reading any sponsor-backed listing before you buy.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-smart-money-is-listing-ask-why">https://thenomadicgoat.substack.com/p/the-smart-money-is-listing-ask-why</a> 2026-10-10T13:31:08Z https://nostr.now/nevent1qqs9awucgu9tw8vcfkf9jmjqfd2acef3rkkyy8v2qxhmjkc2h7el9vczyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wy7auxp Today, the Index Is at Record Highs. Main Street Is Filing for Chapter 11.<br/><br/>Why Subchapter V small-business bankruptcies are up 46% in 2026, how a 5% cost of capital hits owners who can’t issue bonds, and what founders can do about it.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-index-is-at-record-highs-main">https://thenomadicgoat.substack.com/p/the-index-is-at-record-highs-main</a><br/> 2026-10-09T11:49:22Z https://nostr.now/nevent1qqsdvduj6r0n4wgthzuznl9c2avd8dssv2927meye69g0js25uchf8gzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wpp6ues Today, Compute Was Never the Constraint. Cheap Money Was.<br/><br/>How OpenAI’s reported $1.4 trillion valuation, $750 billion in hyperscaler capex and a 5% cost of capital collide, and what it means for AI investors and founders.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/compute-was-never-the-constraint">https://thenomadicgoat.substack.com/p/compute-was-never-the-constraint</a> 2026-10-08T11:16:58Z https://nostr.now/nevent1qqsyqymcuvwhgttvks0v3lmgaq6vz5fjnu0quszfle6f5xfc3s4kmygzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wszek99 Today, Stocks Are Paying You Nothing to Take Risk.<br/><br/>Why the S&amp;P 500’s forward earnings yield now matches the 10-year Treasury yield, what 30% earnings growth may be hiding, and what it means for stocks, bonds and Bitcoin.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/stocks-are-paying-you-nothing-to">https://thenomadicgoat.substack.com/p/stocks-are-paying-you-nothing-to</a> 2026-10-07T10:56:20Z https://nostr.now/nevent1qqsv98th6a6p0huzwayjg2n6n2tmf84kf3ldcva2kgm82hx2gd9wa6czyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wd97nlk Today, France Is Priced Like a Problem. The ECB Hiked Anyway.<br/><br/>Eurozone inflation hit 3.8% on energy costs, the ECB raised rates to 2.50%, and French bond spreads over Germany passed Italy and Greece. What the euro stress test means for sovereign debt and Bitcoin.<br/><br/>Read the article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/france-is-priced-like-a-problem-the">https://thenomadicgoat.substack.com/p/france-is-priced-like-a-problem-the</a> 2026-10-06T14:04:35Z https://nostr.now/nevent1qqs96ehdw70w48q3exl0gl7n66hze82pu3gcrmnvvsxk6mpkxr7cmqczyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3w5y0ulr Today, the Reserve Is Not a Reserve Anymore.<br/><br/>The G7 will release 100 million barrels of oil and diesel from strategic stocks. Why it only delays the oil price shock, how it works like a price control, and what it means for inflation, the Fed and hard assets.<br/><br/>Read the article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-reserve-is-not-a-reserve-anymore">https://thenomadicgoat.substack.com/p/the-reserve-is-not-a-reserve-anymore</a> 2026-10-05T11:38:48Z https://nostr.now/nevent1qqswx5fs7lalrz52ng78xuu68t0sh07t0s6qfhwwgf0r45r43jxal4gzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3w2a5435 Today, the Interest Bill Votes First<br/><br/>How Brazil’s 13.75% Selic rate, rising debt costs, new US tariffs and a stablecoin boom shape the 2026 election for markets, Latin America and global trade.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-interest-bill-votes-first">https://thenomadicgoat.substack.com/p/the-interest-bill-votes-first</a> 2026-10-04T10:31:53Z https://nostr.now/nevent1qqsd9shv3gg5057nxn95fgdp64sm8s9hkz5dkk3w4n5g27ntvvgvqpqzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3w9hc4wq Today, Bad Jobs, Good Stocks, Worse Bonds<br/><br/>Why a weak September jobs report did not pull Treasury yields down, and what a 5% 10-year says about US debt, Fed policy and the stock market rally.<br/><br/>Read the article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/bad-jobs-good-stocks-worse-bonds">https://thenomadicgoat.substack.com/p/bad-jobs-good-stocks-worse-bonds</a> 2026-10-03T13:17:23Z https://nostr.now/nevent1qqspymjug9q8zwae5mrh7t9q0mz4f8xeuaptptsqh5rynj3gvkfu7jgzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wfgqzcw The Diamond Was Never Scarce<br/><br/>Natural diamond prices have collapsed 50% in four years as lab-grown stones expose a century of manufactured scarcity, and De Beers can’t cut supply fast enough to stop it.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-diamond-was-never-scarce">https://thenomadicgoat.substack.com/p/the-diamond-was-never-scarce</a> 2026-09-28T16:49:42Z https://nostr.now/nevent1qqs082wqny5stltcdtg0mus7gh3zq9g034xdex7vrv9x0vjpw2vlrmczyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wk3q8jk The Timeline Is the Trading Floor<br/><br/>How X’s new cashtag Trade button turns the social feed into a brokerage funnel for Coinbase, Kraken, Gemini and Interactive Brokers, and what it means for retail investors and Bitcoin self-custody.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-timeline-is-the-trading-floor">https://thenomadicgoat.substack.com/p/the-timeline-is-the-trading-floor</a> 2026-09-24T10:46:09Z https://nostr.now/nevent1qqsyuew9njksegk25278wkfh3alwfrrd7qxvt6wwxd4c9nmrp6p4ndgzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wctyw78 Today, When the Agent Is the Customer<br/><br/>How Meta’s Muse AI agent hit banks, insurers and travel stocks built on consumer inertia, and why the toll is moving to whoever owns the agent.<br/><br/>Read the article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/when-the-agent-is-the-customer">https://thenomadicgoat.substack.com/p/when-the-agent-is-the-customer</a> 2026-09-23T11:16:28Z https://nostr.now/nevent1qqs2kxz4a73dx2twfvwgrpkeuujzmx8fgk8q3rh50glmwdty56ck4aqzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wdyzh5j Today, Central Banks Are Buying Gold Like the Dollar System Is Already Over<br/><br/>Repatriation, not accumulation, is the real signal, and it’s the same instinct now pricing Bitcoin.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/central-banks-are-buying-gold-like">https://thenomadicgoat.substack.com/p/central-banks-are-buying-gold-like</a> 2026-09-22T12:05:40Z https://nostr.now/nevent1qqsd9j20xt4fyjvkzu6gzymj7vexlw6whnf7nury39l8dwcl9uppj9gzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wffv78m Today, Twenty-One Banks Just Admitted Stablecoins Won<br/><br/>While the Senate can’t find sixty votes for a crypto law, Wall Street already wrote its own and started building.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/twenty-one-banks-just-admitted-stablecoins">https://thenomadicgoat.substack.com/p/twenty-one-banks-just-admitted-stablecoins</a> 2026-09-21T11:09:29Z https://nostr.now/nevent1qqsdjmpp2mdjnmf0rxwrvsne55pg4e8zkshsmxgvk0ta0e6jujzwu9czyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3w58693c Today, the Excuse Economy<br/><br/>How AI became the alibi for every bad decision nobody wants to own.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-excuse-economy">https://thenomadicgoat.substack.com/p/the-excuse-economy</a> 2026-09-20T11:06:57Z https://nostr.now/nevent1qqs8a2wg65rdgv888dua2dpnl0lstpnst3kwvlsketlx6px4agj6xjqzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wf7wmxj Today, Congress Will Fumble the CLARITY Act. Bitcoin Won’t Notice.<br/><br/>Tuesday’s cloture vote decides crypto’s grey zone for another year. The asset that never asked for permission doesn’t need Washington to grant it one.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/congress-will-fumble-the-clarity">https://thenomadicgoat.substack.com/p/congress-will-fumble-the-clarity</a> 2026-09-14T13:45:02Z https://nostr.now/nevent1qqs29jm78h4dg3gumtgrnr2nrr0r2ln0q8cdq9sgu60uwyuersvtnxqzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wleafk6 Today, Stablecoins Aren’t an Exit From the Dollar System. They’re Its Delivery Mechanism.<br/><br/>The world’s most rebellious-looking financial technology turned out to be the dollar’s best salesman.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/stablecoins-arent-an-exit-from-the">https://thenomadicgoat.substack.com/p/stablecoins-arent-an-exit-from-the</a> 2026-09-13T11:58:35Z https://nostr.now/nevent1qqsqq9p3ze6xzy5dx02mw73h4eg3z4kr0xmeqctl7zrgq65clhqkclszyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wm7gmzw Today, Gold’s $5,500 Hangover<br/><br/>Down from this year’s record high even as a live war rattles the Gulf, gold just failed the one test it was supposed to pass.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/golds-5500-hangover">https://thenomadicgoat.substack.com/p/golds-5500-hangover</a> 2026-09-11T12:54:28Z https://nostr.now/nevent1qqsxv0h3u9lv44wprmh6nfyvpetecemcvtr38zp3wmulqq9hjy2je5qzyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wms8n5x The Most Expensive Phone Ever, Launched Into the Worst Possible Week<br/><br/>Apple’s $2,000 iPhone Duo isn’t a product decision. It’s a receipt for where the real money in America actually sits right now.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-most-expensive-phone-ever-launched">https://thenomadicgoat.substack.com/p/the-most-expensive-phone-ever-launched</a> 2026-09-10T10:43:03Z https://nostr.now/nevent1qqsgl7eeeck7pyz0wqteye4xk09e9a7qnfzeqwr9zv9j0nl8ypwptcszyq2mtt2ttn34vfxe3tw38ahstp0xsjp6llhyl8afu30h2qm0q5l3wvstyc0 The Hackers Who Gave the Money Back.<br/><br/>What the Liquid Network hack actually reveals about trust, federations, and the layers built on top of Bitcoin.<br/><br/>Read the full article at my Substack.<br/><br/><a href="https://thenomadicgoat.substack.com/p/the-hackers-who-gave-the-money-back">https://thenomadicgoat.substack.com/p/the-hackers-who-gave-the-money-back</a><br/> 2026-09-09T12:10:01Z