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,...
Treasury Inflation-Protected Securities (TIPS) Explained: How the Bonds Work
Inflation can push up the amount a bond will eventually repay while its market price falls. That can happen with Treasury...
Why Keith McCullough Is Turning to Treasury Bonds
Key Takeaways McCullough expects growth and inflation to slow together, although he says the economic data remain in an accelerating phase...
The Credit Market Warning That Could Hit Stocks | Jeff Snider
Key Takeaways Snider argues that tighter lending could affect stock valuations before a borrower actually defaults. He does not describe an...
Macro Bites – Global Oil Market Returns to Surplus as Supply Recovers and Demand Weakens
Reuters reports the global oil market is returning to excess supply as demand drops due to high prices. JPMorgan suggests the...
Gold Recycling 2026: Why High Prices Aren’t Lifting It
Gold recycling fell to a three-year low in the third quarter of 2026 while the price stayed near records. World Gold...
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