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 – Musalem Says Further Rate Hikes Are Needed to Curb Inflation
Saudi authorities said on Monday they were extending the suspension of operations at the international airport in the capital, Riyadh, after...
Macro Bites – Trump Rules Out Iran Strikes Before Midterm Elections
Addressing recent speculative press reports, President Trump said on Thursday the U.S. will not launch Iranian strikes before 11/3 midterm elections....
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...
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