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 – Nvidia Slides 8% on CEO Turmoil as Iran Talks Stall
Iran’s Secretary of the Supreme National Security Council Mohsen Rezaei said Wednesday that Washington has failed to meet Tehran's seven conditions,...
Macro Bites – Chile’s Copper Output Slumps as Escondida Production Falls 21%
The Chilean Copper Commission (Cochilco) reported that copper production at Escondida (world's largest copper mine) fell 21% y/y in Sept. Escondida...
Macro Bites – China Extends Gold Buying to 24 Months Despite October Price Drop
President Trump stated renewed U.S. military attacks on Iran are "highly unlikely" as long as indirect peace negotiations continue to show...
Macro Bites – Rate Hike: What to Expect from the Fed
On 10/11/26 morning, Fed Governor Christopher Waller [Permanent FOMC Voter] stated at a Money Macro & Finance Society event in London...
Individual Bonds vs Bond Funds: Which Is Better for You?
Both pay regular interest, and both can fit a long-term plan. Where they differ is on certainty, cost, diversification and how...
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