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 – How the Yen Carry Trade Unwind Is Driving a Global Bond Rout
Bloomberg reports the Mexican government is increasingly confident about a trade deal with the U.S. including reduced tariffs on key exports...
Wealthion Macro Bites – Global Bond Markets Reprice as Energy and AI Growth Collide
The world's largest sovereign bond markets are having their worst month in years as soaring energy costs fan inflation and the...
Wealthion Macro Bites – Oil Prices Now Driving Treasury Yields, FT Data Shows
The FT reports the correlation between Brent crude and 10-year Treasury yields has reached its tightest since 1990. The Iran standoff...
Is Your 401(k) Actually Protected?
Most people set up a 401(k) once, through work, and never revisit it. Chris Casey, founder of WindRock Wealth Management, treats...
Junior vs Major Mining Companies: The Risk Ladder
A junior exploration company and a major producer both trade as mining stocks. That is close to the only thing they...
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