Earnings Strong. Bond Yields a Risk.

Published on July 29, 2026

Chris Galipeau discusses high-conviction insights that go beyond media headlines.

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Gold, Silver, and the Coming Monetary Reckoning

July 29, 2026
On a recent episode of the Money Metals Podcast, host Mike Maharrey welcomed veteran market strategist Gregory T. Weldon, publisher of the Global Macro Strategy Report, for a wide-ranging discussion on precious metals, inflation, Federal Reserve policy, artificial intelligence, and global macroeconomic trends.

Municipal Bond Juice Still Worth the Squeeze

July 29, 2026
Without the support of rate cuts by the Federal Reserve, it’s been a lethargic year in terms of performance by municipal bonds and the related ETFs, but that doesn’t mean advisors and fixed income investors should ignore this bond segment.