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For 50 plus years, investors have turned to McAlvany for steady guidance, not market noise.


This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy disruption, what happens when supply shocks work their way through the economy, and why real assets tend to come back into focus during periods like this. The conversation also touches […]
[AP] Trump threatens Strait of Hormuz blockade after US-Iran ceasefire talks end without agreement
[Axios] Trump imposes naval blockade on Iran after peace talks collapse
[Axios] U.S.-Iran talks end with no deal
[AP] US and Iran end 21-hour ceasefire talks without agreement before Vance departs Pakistan
[AP] Live updates: Vance leaves Pakistan after impasse in Iran war negotiations
[AP] Iranians left disappointed but defiant after failure of peace talks with US
[Yahoo/Bloomberg] A panicked race for barrels grips the global oil market
[MSN/WP] China, Iran weaponized the global economy to beat the US at its own game
[Axios] Why inflation is the economic problem of the decade
[Politico] Record turnout in Hungary’s pivotal vote
[Yahoo/Bloomberg] Hedge Fund Money Is Reshaping a 180-Year-Old Insurance Model
[AP] Years of drought has major energy port of Corpus Christi, Texas, wrestling with water crisis
[Bloomberg] Failure of US-Iran Talks Set to Weigh on Risk Assets Monday
[Bloomberg] How the US-Iran Talks in Islamabad Ended Without a Deal
[Bloomberg] The World’s Anti-Recession Guardrails Are Weaker Than Ever
[NYT] 21 Hours in Pakistan: How Vance Tried and Failed to End a War He Opposed
[NYT] Mutually Automated Destruction: The Escalating Global A.I. Arms Race
[WSJ] The U.S. Sank One of Iran’s Navies. The Other Still Controls Hormuz.
[WSJ] Iran’s Nuclear Program Has Survived, Clouding Talks
[WSJ] Inflation, Growth and Jobs All Look Worse With the War
[WSJ] White House Fields Warnings About Iran War’s Economic Hit
[WSJ] Gulf Allies Turn Away From U.S. for Fresh Ammo
[WSJ] America Has Wanted Greenland for Over a Century. Trump Isn’t Giving Up.
[WSJ] Wrong-Way Bets on Oil Had a Star Trader Hundreds of Millions in the Hole
[WSJ] Why Iran and Other Regimes Are So Hard to Break
[FT] Commodity traders lost ‘billions’ in early days of Iran war
[FT] Wall Street banks set to report $40bn trading haul as Iran war rekindles volatility
[FT] Iran nuclear stand-off hardens after two decades of failed deals

This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy disruption, what happens when supply shocks work their way through the economy, and why real assets tend to come back into focus during periods like this. The conversation also touches […]
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