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Source document· March 19, 2026

Peter Schiff warns investors will be ‘killed’ if they hold bonds — Morgan Stanley agrees. How to protect your retirement

View original at finance.yahoo.com
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  • Bonds are clearly the biggest victim of inflation. If you own bonds, inflation kills you. There is no hedge.

    60% confidence
  • Net purchases of gold have doubled since Russia's war on Ukraine began in 2022

    60% confidence
  • What if structural demand from global central banks waned? Or worse, what if they wanted to outright sell the commodity?

    60% confidence
  • Investors will be 'killed' if they hold bonds

    60% confidence
  • Stocks can also be viewed as an inflation hedge, although not all stocks are the same in that respect

    60% confidence
  • For most people, the best thing to do is own the S&P 500 index fund

    60% confidence
  • Central banks have fueled demand for the precious metal in efforts to diversify reserves away from the U.S. dollar after the United States froze Russian assets

    60% confidence
  • A huge wave of Wall Street money is flowing out of bonds and into gold

    60% confidence
  • Gold is now the anti-fragile asset to own, rather than Treasuries. High-quality equities and gold are the best hedges.

    60% confidence
  • The biggest driver of gold prices has been central banks

    60% confidence
  • Morgan Stanley's 20% gold allocation is 'not chump change' and represents 'a lot of money coming into gold'

    60% confidence
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Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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