The Noble Update Podcast

The Emperor Has No Clothes: Oil, AI & What Breaks Next

1. Strategic Actions and Decisions * Maintain a heavy 50% allocation to energy trades: The risk of escalation remains elevated, physical inventories are depleted, and su

Stocks Could Go Nowhere While Inflation Eats Your Money

Grab your seat for The Best Technical Ideas Online Summit at $99 before the early bird doubles to $199 on Friday: noble-capevents.com 1. Strategic Actions and Decisions

2 DAYS LEFT: Wall Street's best technicians present their 60 best ideas for $99

20 of the best technicians on Wall Street are bringing you 60 ideas, and the $99 price ends Friday. On October 27 and 28, John Roque, Rich Ross, David Keller, Brian Shan

The Insurance Reckoning with Tom Gober

Last week we showed you the $2 trillion time bomb sitting inside America's life insurance companies, and in Episode 2 of our series with Tom Gober, we start naming names.

Oil, AI & Debt: Who Blinks First?

1. Strategic Actions and Decisions * Adopt a defensive investment posture and hold cash: Leaders should consider defensive positioning and holding cash because high infl

The Insurance Reckoning with Tom Gober

I believe the scandal building inside America's life insurance industry is bigger than Madoff and bigger than Enron, and it might approach the size of the 2008 financial

ANNOUNCEMENT: Wall Street's best technicians present their 60 best ideas

20 of the BEST market technicians on Wall Street are bringing 60 ideas to the summit I’m hosting together with Bill Kelleher on October 27 and 28, and the timing couldn’t

Noble Update Subscriber Call - Oct. 5 Replay

This is a free preview of a paid episode. To hear more, visit georgenoble.substack.com Our subscriber call today was TERRIFIC. We talked about: * Why rates still have

REMINDER: Noble Update Call today at 12 PM EST

The Noble Update has doubled in the last 60 days, and that's because of YOU. Thank you for the extraordinary support. Our longs are up 24.4% on average and our shorts ar

The Ultimate AI Demolition With Ed Zitron, Gary Marcus, Julien Garran, and Nobody Special

This panel is the AI skeptics' version of the '92 Dream Team: Ed Zitron, Gary Marcus, Julien Garran and Nobody Special, all on one stage. This is what you'll hear: * We

Uranium Alpha

1. Strategic Actions and Decisions * Assess the $15 billion physical uranium market structure: The underlying commodity market is exceptionally thin, cash-only, and lack

THIS ANTHROPIC IPO IS THE MOST DANGEROUS DEAL I'VE SEEN IN MY 45-YEAR CAREER

Anthropic's own IPO filing tells you why: The prospectus warns that its AI models could resist being shut down and could hide or manipulate information. If you run secur

Bond Yields to 10%

1. Strategic Actions and Decisions * Divest from fixed income assets and prepare for elevated yields: Reallocate capital out of bonds as structural factors—such as heavy

Let me take you back to 1990

In June 1990 I told Louis Rukeyser on Wall Street Week that the Japanese bull market was over, and the Nikkei didn’t see its 1989 high again until 2024. The reason was s

The narrative chasers are about to find out what a stock picker's market feels like

Many subscribers asked for a single place to track all of our stock picks, so we built it: A live scoreboard with the entry and current price on every position. 21 of

Back to June 1999 | Live with George Noble

Macro Musings by Danny D joined me for a Substack live, and these are the 5 biggest takeaways from our conversation: 1. The low rate world was the anomaly, and it isn't

No Easy Way Out | Sam Kovacs

1. Strategic Actions and Decisions * Assess Central Bank Disconnect: Re-evaluate fixed-income and equities positions: Monetary policy tightening amidst a energy-driven i

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