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,...
Why AI Data Centers Need Liquid Cooling and What Changes for Suppliers
One cabinet of Nvidia's GB200 NVL72 servers for artificial intelligence (AI) draws about 120 kilowatts (kW) of power 1. That is...
Why Gold Can Fall When Inflation Rises | Trey Reik
Key Takeaways Reik remains positive on gold, but his argument rests on confidence in the dollar, federal deficits and Federal Reserve...
Why Housing Weakness Is Reaching Wealthier Buyers | Ivy Zelman
Key Takeaways Zelman says weakness in her firm's housing surveys has spread from entry-level buyers to previously healthier, higher-priced segments. Mortgage...
Why Divided Government May Not Ease Debt Risk
Key Takeaways Speaking before the 2026 midterm vote, Casey argues that divided government would not necessarily produce fiscal restraint. An annual...
Macro Bites – Central Bank Gold Buying Jumps 42% as ETF Inflows Return
Iran President Masoud Pezeshkian said Monday his government has been granted authority by Supreme Leader Mojtaba Khamenei to pursue peace talks,...
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