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,...
How to Diversify Your Portfolio: Steven Feldman
Key Takeaways Feldman draws a line between intentional and blind indexing. His message is that "intentional indexing is fine, blind indexing...
Wealthion Macro Bites – Zinc’s Surprise Deficit: How a Forecast Glut Became a 4-Year Price High
In retaliation for Iranian attempts to launch sea mines in the Strait of Hormuz, the U.S. struck an array of IRGC...
Is the Stock Market Going to Crash? David Rosenberg
Key Takeaways Rosenberg is willing to call it a bubble. "I don't mind calling it a bubble," he says, adding that...
Is a Major Oil Shock Coming? Four Experts Weigh In
Key Moments 00:00 - Iran, $120 oil and a 10% stock-market drop The scenario the panel gathers to assess. 00:12 -...
How to Avoid Capital Gains Tax: Opportunity Zones, Brett Rentmeester
Key Takeaways Opportunity Zones can defer and potentially eliminate capital gains tax. Rentmeester describes them as one of the more powerful...
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