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 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...
Is Farmland a Good Investment? Joel Salatin on Farm Economics
Key Takeaways The land and the farm business have different economics. Salatin distinguishes owning property from earning income by managing land...
Gold Revaluation: Lyn Alden on Debt, Inflation and AI
Key Takeaways Gold revaluation is a conditional policy scenario. Alden discusses releasing financing from a higher official gold value. A separate...
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...
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