1. Market tension rises as the Fed's September rate cut decision depends on an unreliable August jobs report; 2. Labor data inconsistencies, including large revisions and conflicting signals, obscure the true health of the job market; 3. Demographic changes and reporting flaws may understate unemployment, indicating a weaker labor market than official figures suggest.

1. The author, with 15 years of market experience, advocates a long-term investment strategy amid economic unpredictability; 2. He emphasizes a 'higher for longer' economic outlook and highlights two high-yield dividend stocks (7% and 8%) resilient in uncertain conditions; 3. These stocks aim to provide stable income and growth without requiring precise market timing.

1. Ares Capital is a leading BDC with a strong track record and conservative underwriting; 2. Despite good 10-K results, current economic uncertainties and recession fears make it unattractive to invest in ARCC; 3. ARCC's historical performance during crises shows significant drops, indicating its sensitivity to economic downturns and risk in the current macro environment.

1. The relationship between bond yields and gold prices has shifted notably in recent months; 2. Bond yields have been faltering, with yields dropping from 4.78 to 4.61 in a few days; 3. Financial analyst Gary Wagner predicts gold prices could increase due to continued turmoil in Ukraine and the Middle East.

1. Gold has historically performed well during economic uncertainty, particularly with falling interest rates and rising inflation; 2. The article examines different economic scenarios and how gold has reacted, including falling interest rates and slower economy, rapid economic slowdown, and falling inflation; 3. The author notes that while historical patterns can provide insights, the gold market is influenced by a complex interplay of economic, geopolitical, and market factors.