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 – Norway’s $2.3 Trillion Wealth Fund Plans to Cut Treasury Holdings by $75B
Norway’s sovereign wealth fund proposed reducing the amount of government bonds in its $2.3T portfolio to boost holdings of riskier debt,...
Is Gold a Good Investment in 2026? What Six Experts Said on Wealthion
Is gold a good investment in 2026? The answer from six experts interviewed on Wealthion splits three ways: the secular bull...
Wealthion Macro Bites – Why the Dutch Central Bank Just Moved $12 Billion in Gold to London
At the 2026 Mexico Mining Forum, Ministry of Economy Extractive Activities head Fernando Aboitiz presented an overview of unblocking the mining-permit...
How to Diversify Your Portfolio: Steven Feldman
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Wealthion Macro Bites – Zinc’s Surprise Deficit: How a Forecast Glut Became a 4-Year Price High
In retaliation for Iranian attempts to launch sea mines in the Strait of Hormuz, the U.S. struck an array of IRGC...
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