The Market House
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George Noble: “Hit ‘Em Where They Ain’t” • The Noble Update author on the game of CapEx chicken, why he thinks mining stocks are "better than Nvidia" here, and the death of passive investing.
George Noble: “Hit ‘Em Where They Ain’t”
The Noble Update author on the game of CapEx chicken, why he thinks mining stocks are "better than Nvidia" here, and the death of passive investing.
themarkethouse.substack.com
February 17, 2026 at 12:00 AM
George Noble: “Hit ‘Em Where They Ain’t” • The Noble Update author on the game of CapEx chicken, why he thinks mining stocks are "better than Nvidia" here, and the death of passive investing.
Dale Pinkert: "This is the Beginning of a Multi-Month Correction in Gold" • The TradeGateHub coach on wheat's breakout, why he thinks TLT could get back to 100, and why he's not impressed with the dollar, China, and the S&P.
Dale Pinkert: "This is the Beginning of a Multi-Month Correction in Gold"
The TradeGateHub coach on wheat's breakout, why he thinks TLT could get back to 100, and why he's not impressed with the dollar, China, and the S&P.
themarkethouse.substack.com
February 14, 2026 at 2:58 PM
Dale Pinkert: "This is the Beginning of a Multi-Month Correction in Gold" • The TradeGateHub coach on wheat's breakout, why he thinks TLT could get back to 100, and why he's not impressed with the dollar, China, and the S&P.
Jeremy Schwartz: The Fed May Be "2-3 Cuts" From Where They Should Be • The WisdomTree Global CIO on the AI "sector killer" narrative, why he thinks the Fed is 2-3 cuts behind there they should be, and the 12% gold benchmark.
Jeremy Schwartz: The Fed May Be "2-3 Cuts" From Where They Should Be
The WisdomTree Global CIO on the AI "sector killer" narrative, why he thinks the Fed is 2-3 cuts behind there they should be, and the 12% gold benchmark.
themarkethouse.substack.com
February 12, 2026 at 3:10 PM
Jeremy Schwartz: The Fed May Be "2-3 Cuts" From Where They Should Be • The WisdomTree Global CIO on the AI "sector killer" narrative, why he thinks the Fed is 2-3 cuts behind there they should be, and the 12% gold benchmark.
Erik @YWR on How to Invest in The "Uninvestable" • The YWR: Your Weekend Reading author reveals how he stress-tests investment theses using AI, why he runs towards "uninvestable" assets, and the "untouchable" sector he's bullish on right now.
Erik @YWR on How to Invest in The "Uninvestable"
The YWR: Your Weekend Reading author reveals how he stress-tests investment theses using AI, why he runs towards "uninvestable" assets, and the "untouchable" sector he's bullish on right now.
themarkethouse.substack.com
February 10, 2026 at 8:57 PM
Erik @YWR on How to Invest in The "Uninvestable" • The YWR: Your Weekend Reading author reveals how he stress-tests investment theses using AI, why he runs towards "uninvestable" assets, and the "untouchable" sector he's bullish on right now.
Harry Melandri: Calling Warsh a Hawk Is "Absurd" • The MI2 Partners advisor on Trump's massive Q1 fiscal push, the Mag 7's growing pains, and why he's slowly taking risk off the table.
Harry Melandri: Calling Warsh a Hawk Is "Absurd"
The MI2 Partners advisor on Trump's massive Q1 fiscal push, the Mag 7's growing pains, and why he's slowly taking risk off the table.
themarkethouse.substack.com
February 10, 2026 at 12:10 PM
Harry Melandri: Calling Warsh a Hawk Is "Absurd" • The MI2 Partners advisor on Trump's massive Q1 fiscal push, the Mag 7's growing pains, and why he's slowly taking risk off the table.
Dale Pinkert: Markets "Are A Coin Toss Right Now" • The TradeGateHub coach on where he's looking to go long silver, the bearish aspect of the Dow's record highs, and why he likes the risk-reward on cannabis.
Dale Pinkert: Markets "Are A Coin Toss Right Now"
The TradeGateHub coach on where he's looking to go long silver, the bearish aspect of the Dow's record highs, and why he likes the risk-reward on cannabis.
themarkethouse.substack.com
February 7, 2026 at 3:09 PM
Dale Pinkert: Markets "Are A Coin Toss Right Now" • The TradeGateHub coach on where he's looking to go long silver, the bearish aspect of the Dow's record highs, and why he likes the risk-reward on cannabis.
Luke Gromen: AI Could "Pull the Bottom Jenga Blocks Out of The Tax Base" • The Forest from the Trees founder on why we're in Jaws, why China has the US "by the short hairs," and why he likes the Fugger portfolio
Luke Gromen: AI Could "Pull the Bottom Jenga Blocks Out of The Tax Base"
The Forest from the Trees founder on why we're in Jaws, why China has the US "by the short hairs," and why he likes the Fugger portfolio
themarkethouse.substack.com
February 5, 2026 at 9:07 PM
Luke Gromen: AI Could "Pull the Bottom Jenga Blocks Out of The Tax Base" • The Forest from the Trees founder on why we're in Jaws, why China has the US "by the short hairs," and why he likes the Fugger portfolio
Noelle Acheson: BTC is in A Bear Market, Not a Death Spiral • The Crypto is Macro Now author on the diagnosis and outlook for Bitcoin, the over-extended AI narrative, and why Europe is increasingly bifurcated economically
Noelle Acheson: BTC is in A Bear Market, Not a Death Spiral
The Crypto is Macro Now author on the diagnosis and outlook for Bitcoin, the over-extended AI narrative, and why Europe is increasingly bifurcated economically
themarkethouse.substack.com
February 5, 2026 at 6:06 PM
Noelle Acheson: BTC is in A Bear Market, Not a Death Spiral • The Crypto is Macro Now author on the diagnosis and outlook for Bitcoin, the over-extended AI narrative, and why Europe is increasingly bifurcated economically
Tom Thornton: We're In "The Range of Death" • The Hedge Fund Telemetry founder on stock "nomads," why he thinks bond yields are going higher, and why he sees more downside for Bitcoin
Tom Thornton: We're In "The Range of Death"
The Hedge Fund Telemetry founder on stock "nomads," why he thinks bond yields are going higher, and why he sees more downside for Bitcoin
themarkethouse.substack.com
February 3, 2026 at 3:06 PM
Tom Thornton: We're In "The Range of Death" • The Hedge Fund Telemetry founder on stock "nomads," why he thinks bond yields are going higher, and why he sees more downside for Bitcoin
Dale Pinkert: Wheat Is Going to Be the "Silver of the Grain Complex" • The TradeGateHub Coach on the key levels he's watching in metals, why he's bullish the dollar, and why he thinks NASDAQ could drop 3,000 points.
Dale Pinkert: Wheat Is Going to Be the "Silver of the Grain Complex"
The TradeGateHub Coach on the key levels he's watching in metals, why he's bullish the dollar, and why he thinks NASDAQ could drop 3,000 points.
themarkethouse.substack.com
January 31, 2026 at 3:06 PM
Dale Pinkert: Wheat Is Going to Be the "Silver of the Grain Complex" • The TradeGateHub Coach on the key levels he's watching in metals, why he's bullish the dollar, and why he thinks NASDAQ could drop 3,000 points.
Peter Boockvar on Jay Powell's Last Stand • The CIO of One Point BFG Wealth Partners on why he thinks the Fed was right not to cut, the "bells ringing" in the AI trade, and why he thinks the metals bull market is going to expand to energy & ag
Peter Boockvar on Jay Powell's Last Stand
The CIO of One Point BFG Wealth Partners on why he thinks the Fed was right not to cut, the "bells ringing" in the AI trade, and why he thinks the metals bull market is going to expand to energy & ag
themarkethouse.substack.com
January 29, 2026 at 3:06 PM
Peter Boockvar on Jay Powell's Last Stand • The CIO of One Point BFG Wealth Partners on why he thinks the Fed was right not to cut, the "bells ringing" in the AI trade, and why he thinks the metals bull market is going to expand to energy & ag
Doomberg: Silver's Price Action is Giving "Strong GME Vibes" • The NGC (Notorious Green Chicken) on the gold canary in the coal mine, why he's concerned the EU will collapse, and the "mind-blowing" AI story.
Doomberg: Silver's Price Action is Giving "Strong GME Vibes"
The NGC (Notorious Green Chicken) on the gold canary in the coal mine, why he's concerned the EU will collapse, and the "mind-blowing" AI story.
themarkethouse.substack.com
January 27, 2026 at 3:05 PM
Doomberg: Silver's Price Action is Giving "Strong GME Vibes" • The NGC (Notorious Green Chicken) on the gold canary in the coal mine, why he's concerned the EU will collapse, and the "mind-blowing" AI story.
Dee Smith On the Collapse of the Rules-Based Order • The CEO of Strategic Insight Group on the the "discontinuous" process of history, the end of shared reality, and the gamification of war
Dee Smith On the Collapse of the Rules-Based Order
The CEO of Strategic Insight Group on the the "discontinuous" process of history, the end of shared reality, and the gamification of war
themarkethouse.substack.com
January 25, 2026 at 6:06 PM
Dee Smith On the Collapse of the Rules-Based Order • The CEO of Strategic Insight Group on the the "discontinuous" process of history, the end of shared reality, and the gamification of war
Dale Pinkert: The Gold-Silver Ratio is "Like Niagara Falls" • The TradeGateHub coach on what's next for silver, why he's bullish on nat gas, and why he doesn't see any short-term comeback for the Mag 7
Dale Pinkert: The Gold-Silver Ratio is "Like Niagara Falls"
The TradeGateHub coach on what's next for silver, why he's bullish on nat gas, and why he doesn't see any short-term comeback for the Mag 7
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Dale Pinkert: The Gold-Silver Ratio is "Like Niagara Falls" • The TradeGateHub coach on what's next for silver, why he's bullish on nat gas, and why he doesn't see any short-term comeback for the Mag 7
Macro Sessions: Rick Rule on Why He's Selling Silver • The Battle Bank board member on the 75% dollar decline, the "dishonest default," and why the gold spring has finally uncoiled.
Macro Sessions: Rick Rule on Why He's Selling Silver
The Battle Bank board member on the 75% dollar decline, the "dishonest default," and why the gold spring has finally uncoiled.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Macro Sessions: Rick Rule on Why He's Selling Silver • The Battle Bank board member on the 75% dollar decline, the "dishonest default," and why the gold spring has finally uncoiled.
Kevin Muir on US Underperformance & the "Rest of the World" Trade • The Macro Tourist on the most important chart of 2026, why he thinks silver is due for a flush, and why he thinks energy stocks in 2026 are what gold stocks were last year
Kevin Muir on US Underperformance & the "Rest of the World" Trade
The Macro Tourist on the most important chart of 2026, why he thinks silver is due for a flush, and why he thinks energy stocks in 2026 are what gold stocks were last year
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Kevin Muir on US Underperformance & the "Rest of the World" Trade • The Macro Tourist on the most important chart of 2026, why he thinks silver is due for a flush, and why he thinks energy stocks in 2026 are what gold stocks were last year
Reporter's Notebook: Vol 1, Issue 1 • 14 head spinning days -- Here’s what I’ve heard and what I’m thinking about.
Reporter's Notebook: Vol 1, Issue 1
14 head spinning days -- Here’s what I’ve heard and what I’m thinking about.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Reporter's Notebook: Vol 1, Issue 1 • 14 head spinning days -- Here’s what I’ve heard and what I’m thinking about.
Corvin Codirla: "The Best Way to Make Money is to Sit on Your Hands" • The Quant Trading with Python creator on why hedge funds are "boring," why gold is now both an investment and a speculative asset, & why investors should keep an eye on the 120-day moving average.
Corvin Codirla: "The Best Way to Make Money is to Sit on Your Hands"
The Quant Trading with Python creator on why hedge funds are "boring," why gold is now both an investment and a speculative asset, & why investors should keep an eye on the 120-day moving average.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Corvin Codirla: "The Best Way to Make Money is to Sit on Your Hands" • The Quant Trading with Python creator on why hedge funds are "boring," why gold is now both an investment and a speculative asset, & why investors should keep an eye on the 120-day moving average.
A Bullish Breakout? | With Dale Pinkert • The TradeGateHub Coach on why he's expecting a bond rally, what the "greed-ometer" is telling him right now, and why he's eyeing $70,000 in BTC...
A Bullish Breakout? | With Dale Pinkert
The TradeGateHub Coach on why he's expecting a bond rally, what the "greed-ometer" is telling him right now, and why he's eyeing $70,000 in BTC...
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
A Bullish Breakout? | With Dale Pinkert • The TradeGateHub Coach on why he's expecting a bond rally, what the "greed-ometer" is telling him right now, and why he's eyeing $70,000 in BTC...
Vincent Deluard: Expect a "Deluge of Trump Checks" in 2026 • The Director of Global Macro at StoneX on "state capitalism" in the US, why he thinks the labor market panic is "overblown," and a long list of opportunities he likes for 2026.
Vincent Deluard: Expect a "Deluge of Trump Checks" in 2026
The Director of Global Macro at StoneX on "state capitalism" in the US, why he thinks the labor market panic is "overblown," and a long list of opportunities he likes for 2026.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Vincent Deluard: Expect a "Deluge of Trump Checks" in 2026 • The Director of Global Macro at StoneX on "state capitalism" in the US, why he thinks the labor market panic is "overblown," and a long list of opportunities he likes for 2026.
Jared Dillian: Latin America "Up Across the Board" Following Venezuela Strikes • The Daily Dirtnap editor and superstar DJ on the opportunities in energy, why he thinks silver will ultimately get to $200, and why the US may eventually depend less on Canadian oil.
Jared Dillian: Latin America "Up Across the Board" Following Venezuela Strikes
The Daily Dirtnap editor and superstar DJ on the opportunities in energy, why he thinks silver will ultimately get to $200, and why the US may eventually depend less on Canadian oil.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Jared Dillian: Latin America "Up Across the Board" Following Venezuela Strikes • The Daily Dirtnap editor and superstar DJ on the opportunities in energy, why he thinks silver will ultimately get to $200, and why the US may eventually depend less on Canadian oil.
Major Notes with Jordi Visser • Head of AI-Macro Research at 22V, Jordi Visser, joins us for this episode of Major Notes - a show in which we ask guests to share the remarkable moments that define a life.
Major Notes with Jordi Visser
Head of AI-Macro Research at 22V, Jordi Visser, joins us for this episode of Major Notes - a show in which we ask guests to share the remarkable moments that define a life.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Major Notes with Jordi Visser • Head of AI-Macro Research at 22V, Jordi Visser, joins us for this episode of Major Notes - a show in which we ask guests to share the remarkable moments that define a life.
Will Those Silver Bells Keep Ringing? • A recording from Maggie Lake's live video
Will Those Silver Bells Keep Ringing?
A recording from Maggie Lake's live video
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Will Those Silver Bells Keep Ringing? • A recording from Maggie Lake's live video
Macro Sessions: Mike Green On The Affordability Lie Destroying America. • The chief market strategist at Simplify Asset Management discusses his now viral Substack posts about the cost of living in America.
Macro Sessions: Mike Green On The Affordability Lie Destroying America.
The chief market strategist at Simplify Asset Management discusses his now viral Substack posts about the cost of living in America.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Macro Sessions: Mike Green On The Affordability Lie Destroying America. • The chief market strategist at Simplify Asset Management discusses his now viral Substack posts about the cost of living in America.
Credit Distress? • The Banking Changes That Could Put Further Pressure On Private Credit.
Credit Distress?
The Banking Changes That Could Put Further Pressure On Private Credit.
themarkethouse.substack.com
January 24, 2026 at 3:04 PM
Credit Distress? • The Banking Changes That Could Put Further Pressure On Private Credit.