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,...
Do Tariffs Affect the Stock Market and Inflation?
Tariffs affect both the stock market and inflation, but the size and duration of the effect are smaller and more temporary...
What Is Stagflation, and How Do You Invest in It? (2026)
Stagflation is the rare and painful combination of high inflation, slow or negative growth, and rising unemployment happening at once. It...
Gold vs Silver: How to Choose in 2026
Gold and silver are often mentioned in the same breath, but they behave differently enough that choosing between them is a...
How Do Interest Rates Affect Gold and Silver Prices?
Interest rates affect gold and silver mainly through one channel: opportunity cost. Because gold and silver pay no interest, higher rates...
What Are Treasury Buybacks? Mike Green on Bessent
Key Takeaways Green calls Bessent's buybacks smart debt management, not a crisis. He argues the Treasury issuing new bonds to retire...
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