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,...
Natural Gas and Data Centers: The Near-Term Power Trade
GE Vernova's gas turbine backlog and reservations reached 122 gigawatts (GW) at the end of September, up from 62 GW a...
The Transformer Shortage: What It Means for the AI Buildout
A generator step-up transformer ordered in early 2026 could take more than three years to arrive, while US data center capacity...
How Debt Is Getting in the Way of Retirement Savings
Savers say they need $1.2 million to retire comfortably. About half expect to arrive with less than $500,000, and one in...
Macro Bites – Chile Cuts Copper Production Forecasts as Mine Output Slumps
Indirect diplomatic talks between the U.S. and Iran brokered by Qatar concluded in Doha on Sunday with a draft peace framework...
How AI Risk Can Follow Investors Into Real Assets
Key Takeaways AI can remain useful while some investments in it disappoint. Feldman separates a data center earning less than expected...
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