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,...
Wealthion Macro Bites – Tanker Rates Hit a Record $1.27 Million a Day as Shipping Routes Shift
Reuters reports U.S. and Iranian negotiators in New York are exploring a phased path out of war that would involve Tehran...
Why Is the National Debt a Problem? Jonathan Wellum
Key Takeaways Wellum calls this a debt bubble, plainly. "We're in a debt bubble," he says, warning of coming "overspending" and...
Should I Sell My Stocks Now? Mark Skousen
Key Takeaways Skousen says he is fully invested and staying that way. "I'm fully invested. I'm 100% invested," he says, arguing...
America Builds It — China Sets the Price
OPEN POSITION The largest capital cycle in corporate history is aimed at a product two rivals have decided to make free....
Wealthion Macro Bites – 30-Year Treasury Yield Hits Its Highest Level Since 2004
The strongest S&P PMI reading (58.4) since July ’21 has combined with inflation angst and growing recognition of unsustainable sovereign debt...
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