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 – French Bond Yields Cross 5% as Budget Pressure Mounts
In Tuesday’s referendum, voters in Canada’s oil-rich Alberta province overwhelmingly backed remaining in Canada, delivering a boost to Prime Minister Carney's...
Macro Bites – Digital Gold Could Reach $160–$170B by 2031, WGC Says
At the Money20/20 USA conference, the World Gold Council and Boston Consulting Group released a major joint report Digital Gold: Unlocking...
S&P 500 Concentration Risk: Larry McDonald’s Warning
Key Takeaways McDonald forecasts a 30% S&P 500 decline over the year following the October 16 interview. His concern centers on...
Are Home Prices Dropping? Nick Gerli Explains the Divide
Key Takeaways Gerli sees a divided housing market. He describes falling prices and growing inventory in several Sun Belt markets, while...
Macro Bites – US Budget Deficit Widens as Debt Interest Costs Climb
President Trump blocked several Russian sanctions two days before they would have taken effect, as a rift with Ukrainian President Zelensky...
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