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 This Inflation Is Energy-Led, Not Demand-Led
Why This Inflation Is Energy-Led, Not Demand-Led Headline inflation is running at 3.4 percent while core inflation has eased to 2.4...
The Fed Just Raised Rates. What Changes for Investors
The Fed Just Raised Rates. What Changes for Investors On 16 September 2026 the Federal Open Market Committee raised the federal...
Why the Tungsten Shortage Is a Severance, Not a Squeeze
Why the Tungsten Shortage Is a Severance, Not a Squeeze A commodity squeeze rations the raw material. A severance cuts the...
Wealthion Macro Bites – The Fed Just Raised Rates for the First Time in Three Years
The Warsh Fed took a hawkish turn at its 9/15-9/16 FOMC meeting by voting unanimously to raise the fed funds rate...
Wealthion Macro Bites – Senate Crypto Bill Fails, Sending Bitcoin Down 5.3%
At the European Parliament in Strasbourg on Wednesday, European Commission President Ursula von der Leyen proposed opening the door to Canada...
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