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,...
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...
THE CONDITIONS · PART TWO Granted, Not Guaranteed | Open Position by Steven Feldman
The postwar order assumed two things about contracts: that the ones already signed would be honored, and that the next ones...
Macro Bites – Project Vault Receives DRC Copper as US Builds Mineral Reserves
Ukraine struck a Russian refinery in the Ryazan region southeast of Moscow which accounts for nearly 5% of Russia's refinery throughput....
New to Wealthion? Start Here
Understand how Wealthion works, what’s driving markets, and how to take action in under 15 minutes.
What Is Wealthion?
Built to help investors think clearly about markets, understand the macro shift underway, and make better long-term decisions.
Evaluate Private Deals
Not all deals are worth your capital. Learn how to assess risks, structure, and upside, before you commit.
Explore Curated Funds
Skip the noise. Access a curated shortlist of funds built for where markets are headed.
Reposition Your Portfolio
Most portfolios are built for the last cycle. Get a macro-informed review and see what needs to change.
Ready to Position for What's Coming?
Whether you're still learning or ready to act, your next step starts here.
- Independent
- Macro-Informed
- Real Asset Focused
The Wealthion Network
By subscribing, you agree to receive Wealthion emails. Unsubscribe anytime.