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,...
Macro Bites – September CPI Surprise Raises Fed Rate Hike Risks
September CPI came in hotter than expected across almost all major metrics, sparking immediate reactions in financial markets. Both headline and...
S&P 500 Price Target: Gareth Soloway’s 8,000 Call
Key Takeaways Soloway's S&P 500 target is around 8,000 by year end. He traces a long-term trend line back to the...
Is the 60/40 Portfolio Dead? Andrew Sarna on AI and the Fed
Key Takeaways Sarna argues the broader economy is being carried entirely by AI spending. "It's actually really just the AI economy...
SMR Stocks: Which Companies Could Win? Justin Huhn
Key Takeaways Huhn expects uranium to reach $150 to $200 a pound, and possibly more. "We believe it's going to go...
What Is Yield Curve Control? Trey Reik
Key Takeaways Reik calls the bond market "in complete revolt." With the 10-year Treasury yield ticking above 5%, the highest since...
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