THE AMERICAN EXCEPTION, PART IV
OPEN POSITION Chips Off the Table American capitalism is exceptional. The index that represents it is not what it was. And the reason so few people are looking is older...
Everyone Is Watching AI Stocks. Who’s Watching What AI Needs?
Everyone is watching AI stocks. Far fewer are watching what AI actually needs to run, which is a physical supply chain that begins with a chatbot and ends in a...
How to Hedge Against Inflation: What Six Experts Recommended on Wealthion
Five years of above-target inflation have turned "how to hedge against inflation" from a textbook question into a household one. Over the past three months, six experts interviewed on Wealthion,...
Wealthion Macro Bites – Treasury’s Buyback Falls Short, Sending Yields to Multi-Year Highs
Secretary Bessent announced Thursday the Treasury will buy back $6B of its bonds this week (3x size of normal ops.) in...
Is China’s Economy in Trouble? Art Berman on Oil
Key Takeaways Berman doubts the "party line" on China's oil. He is skeptical of the idea that China simply chose to...
AI’s Power Problem Is a Uranium Trade
The AI trade most investors own stops at the chips. The trade fewer are watching starts one link earlier, at the...
Is Uranium a Good Investment in 2026? What Experts Said on Wealthion
Is uranium a good investment in 2026? The bull case is one of the cleanest structural stories in commodities: a supply...
THE CONDITIONS · PART ONE Durable, Not Inevitable
Warren Buffett could ignore “macro.” His successor Greg Abel, and the rest of us, may not want to ignore “MACRO.” On...
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