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,...
If AI Demand Disappoints, Who Bears the Data-Center Debt?
On October 13, 2026, the International Monetary Fund (IMF) highlighted the financial links forming around AI. Its review of 14 circular-financing...
Why Falling Treasury Yields Don’t Always Mean Cheaper Corporate Debt
On October 22, 2026, the 10-year Treasury yield fell from 5.13% to 4.96%. Yet yields on an index of bonds rated...
Macro Bites – Fed Leaves Interest Rates Unchanged as Warsh Limits Guidance
The FOMC voted 10-2 to maintain the target range for the fed funds rate at 3 ¾% to 4%, with Governor...
Macro Bites – DOE Offers Constellation Up to $5 Billion for Nuclear Power Upgrades
On Tuesday, Iran’s Supreme Leader Mojtaba Khamenei issued a statement reiterating Tehran's strict conditions for ending the war with the U.S....
Why a 60/40 Portfolio Can Struggle With Inflation
Key Takeaways A 60/40 mix does not guarantee offsetting returns. Stocks and bond prices can fall together when inflation pushes yields...
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