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,...
Real Yields and Gold: Why the Old Relationship Broke
For decades, the single best predictor of gold's direction was the real, inflation-adjusted yield on 10-year Treasury bonds. Rising real yields...
What Is the Gold Lease Rate?
The gold lease rate is what a borrower pays to rent physical gold, typically from a central bank, for a fixed...
All-In Sustaining Cost: What It Actually Costs to Mine an Ounce
All-in sustaining cost, AISC, is the standardised figure the gold mining industry uses to answer one question. What does it actually...
What Is the Debasement Trade?
The debasement trade is a bet that a currency is losing purchasing power faster than official inflation figures show. It is...
Contango vs Backwardation, Explained
A futures curve is contango when contracts for later delivery cost more than contracts for sooner delivery, and backwardation when the...
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