ClearValue Investing

ClearValue Investing The official page for Clear Value Investing. A professional space for serious investors focused on stocks, precious metals, and macro trends.

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09/05/2026

The Fed is restarting asset purchases, printing ~$200B to buy Treasury bonds.

It’s basic math: with debt costs surging, the Fed steps in to buy Treasuries, pushing prices up and yields down so Washington doesn’t drown in interest expense.

Is it inflationary? Yes. But policymakers would rather risk inflation than let the Treasury market seize up.

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The world’s top corporations generate staggering top-line figures, led by Amazon ($716.9B) and Walmart ($713.2B).It’s ba...
09/04/2026

The world’s top corporations generate staggering top-line figures, led by Amazon ($716.9B) and Walmart ($713.2B).

It’s basic math: massive revenue doesn't automatically mean massive profit. High-volume retail and commodity giants dominate the top ranks by dollar volume, while tech and energy convert a far higher percentage into net income and free cash flow.

Which business model would you rather own for the next decade?

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09/03/2026

Japan holds $1.117T in US debt, but don’t expect them to buy more.

It’s basic math: Japan is fighting a severe currency crisis. To defend the yen, they have been selling Treasuries rather than lending more to Washington.

With the US running trillion-dollar deficits and its #1 foreign creditor becoming a net seller, who steps up to absorb the surging debt supply?

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France’s 30-Year yield has surged past 4.5%, breaking decade highs and erasing the sub-1% era of 2020.Persistent fiscal ...
09/02/2026

France’s 30-Year yield has surged past 4.5%, breaking decade highs and erasing the sub-1% era of 2020.

Persistent fiscal deficits and political gridlock are forcing bondholders to demand higher term premiums. As long-term borrowing costs climb across the Eurozone, debt sustainability is back at the center of the macro debate.

Can Europe handle sustained higher yields?

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09/01/2026

US interest expense has exploded from $345B in 2020 to ~$1.1T in 2026.

It’s basic math: with total tax revenue around $5 trillion, over 20% of all federal collections go purely toward servicing debt interest—not paying down principal and surpassing national defense.

Until deficits slow or rates drop, interest costs will continue to crowd out the federal budget.

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Japan’s 2-Year Government Bond yield has surged past 1.5%, reaching levels unseen since the late 1990s.Decades of zero a...
08/31/2026

Japan’s 2-Year Government Bond yield has surged past 1.5%, reaching levels unseen since the late 1990s.

Decades of zero and negative interest rates are officially history. As the Bank of Japan normalizes policy, the global yen carry trade faces sustained structural unwinding, pulling liquidity out of offshore risk assets.

How much global leverage gets repriced as Japanese capital heads home?

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08/29/2026

US public debt is racing toward $40 trillion.

It’s basic math: Bush, Obama, Trump, and Biden all outspent their predecessor. Deficits are bipartisan. But flooding the market with endless Treasuries creates a huge dilemma: finding enough buyers willing to lend trillions to fund the gap.

Until spending slows, debt supply will continue to pressure bond markets.

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Heating oil prices are surging back toward $4.50, rebounding sharply from early summer lows.Refined product tightness an...
08/28/2026

Heating oil prices are surging back toward $4.50, rebounding sharply from early summer lows.

Refined product tightness and rising feedstock costs are fueling another leg up in energy. As seasonal winter demand approaches, energy-driven headline inflation risks reigniting just as markets price in policy easing.

Will stubborn energy costs derail the disinflation narrative?

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08/27/2026

The US is spending ~$7 trillion this year while collecting only ~$5 trillion in taxes.

It’s basic math: the government doesn’t own a money printer—the Federal Reserve does. To bridge that $2 trillion deficit, the Treasury must borrow every dollar from private investors and foreign nations.

Until spending slows or tax receipts surge, the debt pile keeps compounding.

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US Average Hourly Earnings growth has cooled from nearly 6.0% in 2022 down to the ~3.0% range.The labor market is losing...
08/26/2026

US Average Hourly Earnings growth has cooled from nearly 6.0% in 2022 down to the ~3.0% range.

The labor market is losing steam fast. While slower wage growth helps tame inflation, it also signals tightening consumer purchasing power and softening demand.

Is this the final stage of a soft landing, or the start of a broader consumer slowdown?

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