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 – US-Canada Trade Talks Target Steel and Auto Tariffs
Reuters cites U.S. and Canadian sources in reporting the U.S. and Canada are working on a deal to ease U.S. tariffs...
Macro Bites – Brazil Stocks Plunge After Lula Wins Presidential Runoff
China's Ministry of Industry and Information Technology (MIIT) has issued a series of major policy statements and frameworks outlining the next...
Why the US Dollar Could Weaken, and What It Means for Investors
The Federal Reserve raised interest rates on September 16 for the first time since 2023. Its target range reached 3.75%–4.00%. [1][2]...
Why More Efficient AI Could Still Need More Power
October 22, 2026 Electricity use at data centers focused on artificial intelligence (AI) rose 50% in 2025, the International Energy Agency...
Where the AI Data Center Building Boom Could Hit Its Limits
Amazon plans to spend about $220 billion on capital projects in 2026. Yet chief executive Andy Jassy said in July that...
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