Asset Guidance Group, LLC’s Substack, "The Lighthouse"

Asset Guidance Group, LLC’s Substack, "The Lighthouse"

From Bitcoin Proxies Back to Bonds: Navigating the Tariff Tantrum, Fiscal Dominance, the Fed Pivot, and Reserve Drawdowns

Why Bonds Are Back: The Fed’s Pivot, QT’s Twilight, and the T-Bill Tsunami

Wallace R Nichols MBA, JD, CFP's avatar
Wallace R Nichols MBA, JD, CFP
Sep 07, 2025
∙ Paid

Welcome back from Summer 2025 readers—Wallace R. Nichols here, MBA, JD, CFP, and the principal, founder, Chief Investment Officer, and Chief Compliance Officer at Asset Guidance Group, LLC, your registered investment advisor dedicated to navigating the financial landscape with clarity and care. We’ve come a long way since Memorial Day. So, let’s do a qu…

Keep reading with a 7-day free trial

Subscribe to Asset Guidance Group, LLC’s Substack, "The Lighthouse" to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Asset Guidance Group, LLC
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture