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,...
The Index Is Not What It Used to Be
Fifty years ago, roughly 90 percent of the S&P 500's value sat in tangible assets. Those were on the balance sheets...
What the Recession Callers Keep Missing
Forecasting a recession and having one arrive are different skills. Conflating them has produced a long run of confident calls that...
Why Bonds May Be Mispriced for the Inflation Investors Expect
Bond yields have risen for a reason most coverage already understands. Heavy capital demand from government and business borrowing is pushing...
Gold and Bitcoin Are Answers to Different Questions
Gold and bitcoin get compared as though they compete for the same job: protecting savings when currencies weaken. They are better...
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...
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