The Noble Update Podcast

I'm more excited about this fourth quarter than any I can remember

Dispersion is increasing and the corrections are starting to arrive, and after 3 years where owning the index was enough, this market has started paying the people who ac

34 years ago today...

34 years ago today, the market broke the Bank of England for holding the pound at a price that wasn't real. Scott Bessent is now trying to manipulate the price of the US

This is going to be the biggest misallocation of capital in history

Take the dot com bubble, merge it with the 2008 housing crisis, and that is roughly what we are looking at. You have a commodity deflating at record speed while the debt

Rates Aren’t Coming to Save You

1. Strategic Actions and Decisions * Transition portfolio allocations toward scarce, capital-light real assets: Shift away from long-duration growth assets toward tangib

Does a Rising Tide Lift All Boats?

1. Strategic Actions and Decisions * Pivot capital allocation to short-term trading: Shift strategy away from duration risk and medium-to-long-term investing toward shor

I can't take this anymore

Scott Bessent is either incompetent or a liar. Short bonds. THIS IS INSANITY! Check out our most recent Pod Street Week edition - diving deeper into what's going on r

If Something Can Not Go On Forever, It Will Stop

1. Strategic Actions and Decisions * Transition away from momentum-driven asset strategies: Reallocate capital toward strict, fundamental free cash flow analysis to insu

Noble Update Subscriber Call - Sept. 3 Replay

This is a free preview of a paid episode. To hear more, visit georgenoble.substack.com Yesterday's subscriber call was one of the BEST we've done. There are decades whe

No Way Out | Patrick Oddoux

1. Strategic Actions and Decisions * Mitigate Interest Rate Volatility: Position portfolios to be short the long end of the yield curve to hedge against rising long-term

Rotation Rotation Rotation | David Nicoski

1. Strategic Actions and Decisions * Capitalize on Sector Rotation Out of Tech: Shift allocation away from the broad tech indices into outperforming market sectors such

Melody Wright | Daniel Frank | Nobody Special - What, Me Worry?

1. Strategic Actions and Decisions * Monitor macro capital competition: Track U.S. Treasury liquidity against heavy private AI debt issuance crowding out yields. * Prep

What Scott Bessent did today is a call to SHORT more US bonds

The government couldn't find enough buyers for its own long bonds, so the government became the buyer. Argentina does this and Turkey does this. We now do it 3 months b

Robin J Brooks | Between a Rock and a Hard Place

1. Strategic Actions and Decisions * Capitalize on the “debasement trade” re-acceleration: Pivot investments into precious metals like gold and silver as markets walk ba

Sentiment Trader | Jay Kaeppel | Beware Election Years

1. Strategic Actions and Decisions * Maintain Structural Bullish Equity Stance: Continue holding macro equity index exposure driven by overall trend-following signals wh

We Won't Get Fooled Again | Sam Kovacs

1. Strategic Actions and Decisions * Capitalize on oil supply constraints: Leverage the extended geopolitical conflict restricting Middle East supply by holding assets i

Energy, Uranium, Situational Unawareness

1. Strategic Actions and Decisions * Capitalize on Oil Services and Drilling Platforms: Position investments into leveraged offshore oil service companies like Transocea

AI: The Wheels Are Coming Off

1. Strategic Actions and Decisions * Identify single point of failure: OpenAI functions as the primary load-bearing foundation for the entire AI trade, accounting for $1

I'm tired of it

I'm tired of the fakers. I'm tired of the posers. I'm tired of watching people with a million followers say absolutely NOTHING and get paid handsomely for it. Everyo

Crashes in Progress. Look Out Below | Gordon Johnson

1. Strategic Actions and Decisions * Reevaluate valuation targets following Austin FSD launch: Officially releasing FSD put Tesla on an enforceable execution timeline, e

Sam Kovacs | Babylon Burns

1. Strategic Actions and Decisions * Reevaluate Oil Market Positions: Navigate near-term oil price swings caused by reserve drawdowns and geopolitical tensions by focusi