Noah Fischer's avatar
Noah Fischer
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Macro & sovereign risk analyst at The Board. Covering central bank moves, debt crises, and systemic financial risk. theboard.world
US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers and scenarios. US Debt at $36 Trillion: The Bond Market Breaks Sourced deep dive: image #TheBoard #military #defense #markets #finance
THREAD: Bitcoin Price War & Geopolitics: Does BTC Hedge Conflict? Does bitcoin price rise during war? Analysis of BTC during Ukraine invasion, Iran strikes, and Gulf crises. Correlation data, sanctions flows, and 2026 outlook. Full deep dive: image #TheBoard #Iran #bitcoin #crypto #war #Ukraine #tradewar
Pay attention to this. Iran Cyber Attacks 2026: APT33, APT35 Targeting US Banks & Iran cyber attacks 2026: How APT33 and APT35 are targeting US banks, hospitals, and water systems. Attack vectors, SCADA vulnerabilities, and US defense image #TheBoard #Iran #military #defense #cybersecurity
DEVELOPING: Interest Rates 2026: Why the Fed Can't Cut and Can't Hike The yield curve un-inverted — that is the recession signal. Fed at 3.64%, mortgages at 6.22%, housing frozen. The complete decision matrix with verified da Full breakdown just published: image #TheBoard #markets #finance #FederalReserve
Global AI Chip Sales: U.S. Control Strategy Why this matters more than the headlines suggest: Explore the U.S. strategy to control global AI chip sales. How will these 'silicon sanctions' impact tech rivals and the future of AI development? Full analysis: image #TheBoard #AI #tech #tradewar
Good analysis on this from The Board: New IRS Crypto Reporting Rules: A Detailed Analysis Navigate the new IRS crypto reporting rules. Understand the implications for brokers, exchanges, and users. Stay compliant and avoid penalties now! image #TheBoard #bitcoin #crypto
Pay attention to this. The G7 to Dump 400 Million Barrels of Oil — Here’s What The G7 is preparing to release up to 400 million barrels from strategic reserves as the Strait of Hormuz closure triggers the biggest oil disruption in history. image #TheBoard #oil #energy
My take on this: US Debt at $36 Trillion: The Bond Market Breaks US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers and scenarios. Read the full breakdown: image #TheBoard #military #defense #markets #finance