Ashna Dhuper
I track the fault lines beneath the global financial system - the dollar, debt, liquidity, gold, silver, energy and geopolitics and connect the signals before the headlines catch up.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 59 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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ashnawrites.substack.comLatest Issues
The Treasury Blinks, Paper Sells and Vaults Empty
Long bonds get relief, bills take the strain, and silver leaves COMEX.
Dear Reader,
AI’s Floating rate and refinancing problem
How floating-rate debt, GPU collateral and circular financing could turn a neocloud problem into an Nvidia problem.
SoftBank is going back to the well yet again. Softbank is seeking up to $100bn from Gulf investors to fund a new wave of AI...
10 Things I’m Watching Before Putting Fresh Money Into US Markets
I spend most of my time tracking the parts of the financial system that do not usually make the front page or app notifications. I track Treasury auctions, who is actually buying US debt, the refinancing cost of that debt, the Treasury Gene...
Tug of war : Fiat vs. Physical
Dear Reader,
This newsletter is designed to be the only read you need this week on gold, silver and the forces moving it. It covers everything from the Treasury market to the gold vault: how this month's Treasury auctions went and who is r...
Your 401(k) Isn’t Built for This
The typical 401(k) was designed for a world that may no longer exist. Its default settings assume cheap energy, contained inflation, falling interest rates and bonds that rise when stocks fall. In 2026, all four assumptions are under pressu...
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| Subscribers | Engagement | 80 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I track the positioning, liquidity and policy signals that reveal where capital is moving before the narrative catches up. Breaking down global monetary system. Family Office Professional & Macro Strategist @ OneGold Research Partners LLC
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