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 – Energy Supply Risks Rise as Hormuz Tanker Attacks Intensify
During the week of 9/28-10/5, maritime security firms confirmed at least 12 attacks on oil, liquefied natural gas and liquefied petroleum...
Macro Bites – Oil Shipping Risks Rise
The pace of Iranian attacks on tankers in the Strait of Hormuz has reaccelerated, just as oil shipments through the world’s...
Macro Bites – More Paper Gold Arrives
On Monday, the Intercontinental Exchange (ICE) began London trading of futures contracts covering gold, silver, platinum and palladium. The contracts will...
Your Portfolio Is One Big AI Bet, Rupert Mitchell
Key Takeaways Mitchell argues "lazy" index exposure is now one concentrated AI bet. An 80% allocation to the MSCI global index,...
Will Gold Price Drop? Mike McGlone
Key Takeaways McGlone thinks gold and silver may have peaked for years, or longer. "I think we've put in peaks this...
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