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,...
Wealthion Macro Bites – Fed Officials Warn Inflation Pressures Are Now Broad-Based
Japan’s Kyodo News reports than an “unnamed Iranian official” said Tehran has offered to “reopen the Strait of Hormuz within seven...
The Treasury Buyer That Did Not Exist Five Years Ago
The Treasury Buyer That Did Not Exist Five Years Ago A dollar stablecoin is, in structure, a money market fund with...
Is a Stock Market Crash Coming? Henrik Zeberg
Key Takeaways Zeberg expects a final melt-up before the crash. He thinks the Nasdaq could surge toward 37,000 to 39,000 in...
What Central Bank Gold Buying Signals That the Price Does Not
What Central Bank Gold Buying Signals That the Price Does Not Central banks are the one class of gold buyer that...
The Dollars That Live Outside America
The Dollars That Live Outside America Most dollars are not created by the Federal Reserve. They are created offshore, by banks...
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