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,...
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...
Data Center REITs: Why a Signed Lease Isn’t Rent Yet
A signed data center lease is a promise of future rent, not rent. Digital Realty's filings show how long the wait...
Macro Bites – 45% of U.S. Data Center Plans at Risk
At the Bharat Renewable Energy Summit on Wednesday, India’s Power Secretary Pankaj Agarwal announced India will soon require state utilities to...
Rare-Earth Mining: Where the Investment Case Depends on Processing
Digging rare earths out of the ground is the easy part to picture. The harder, more concentrated and more expensive part...
Silver Supply: Why Higher Prices Don’t Quickly Increase Production
Silver hit record prices, yet mine output is forecast to stay flat. Most silver is a by-product of other metals, so...
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