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 Purchasing Power Matters More Than the Gold Price
What Causes Treasury Yields to Rise A Treasury yield is four things added together: the expected path of short-term interest rates,...
Why Mining Stocks Can Lag the Metal They Mine
Why Mining Stocks Can Lag the Metal They Mine A mining company is not a leveraged bet on the metal in...
What Drives the Silver Price
What Drives the Silver Price Silver is priced as two different things at the same time. It is a monetary metal...
What Causes Treasury Yields to Rise
What Causes Treasury Yields to Rise A Treasury yield is four things added together: the expected path of short-term interest rates,...
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...
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