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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] Live updates: Trump vows to ‘kill’ Iranian warships that get near US blockade of ports
[Yahoo/Bloomberg] Three Tankers Clear Hormuz as Other Ships Abandon Passage
[Yahoo/Bloomberg] US says it will intercept, divert or capture ships leaving Iran
[AP] US home sales fall in March, marking a slow start to the spring homebuying season
[Bloomberg] Why Private Credit Is Facing a Sudden Investor Exodus
[Yahoo/Bloomberg] Oil Rallies as US Vow to Blockade Iran Heightens Supply Risks
[AP] Live updates: Pope renews calls for peace as US-Vatican feud erupts over Iran war
[AP Iran threatens ports in Mideast as US military set to impose shipping blockade
[Yahoo/Bloomberg] Iran Sends Gulf Port Warning After US Threat to Block Hormuz
[Yahoo/Bloomberg] Three Tankers Attempt Hormuz Transit After US Flags Blockade
[Yahoo/Bloomberg] What We Know About Trump’s Plan to Blockade Hormuz: Explainer
[Axios] The logic behind the U.S. blockade
[Reuters] US blockade of Iran will be major military endeavor, experts say
[Axios] "The door is not closed": Mediators rush to revive U.S.-Iran talks
[Reuters] Trump says gas prices may remain high through November midterm election
[Yahoo/WSJ] Goldman Sachs Reports Record Quarter in Banking and Trading
[Yahoo/Bloomberg] EU Aims to Unblock €90 Billion Ukraine Loan After Orban Loss
[AP] Iran war’s global energy crisis sharpens China’s advantage in clean tech
[Bloomberg] Global Bonds Slide as Failure of Talks Adds to Inflation Fears
[Bloomberg] China Urges Restraint as Trump Threatens to Blockade Hormuz
[Bloomberg] Trump’s Hormuz Blockade Risks Piling on Pain Across Asia
[Bloomberg] Trump’s Blockade of Iran Ports Risks Expanding War to High Seas
[Bloomberg] Hungary’s Magyar Calls for Swift Transition of Power After Vote
[Bloomberg] China Credit Slowdown Worse Than Forecast as Loan Demand Weakens
[Bloomberg] China Starts Bankruptcy Liquidation of Shadow Bank Zhongzhi
[Bloomberg] Why India’s Weak Rupee Is About More Than Just the Iran War
[Bloomberg] Taiwan Plans Drills to Break Potential Chinese Energy Blockade
[NYT] China’s Electrostate Is Poised to Win From War in the Middle East
[WSJ] White House Fields Warnings About Iran War’s Economic Hit
[WSJ] AI Is Using So Much Energy That Computing Firepower Is Running Out
[WSJ] Aluminum Prices Rise to Four-Year High on Hormuz Blockade Fears, Failed Iran Talks
[WSJ] Surcharges Are Suddenly Everywhere—And Grumpy Americans Are Paying Up
[FT] Goldman bond traders take shine off bumper quarter

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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