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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 […]
[CNBC] S&P 500 is little changed as investors await possible Iran and U.S. ceasefire: Live updates
[Yahoo/Bloomberg] Oil Swings as Iran Rejects Ceasefire, Trump Reups Hormuz Demand
[Reuters] Trump says Iran could be 'taken out' on Tuesday night
[Axios] Iran sends "maximalist" peace plan response as Trump deadline looms
[Yahoo/Bloomberg] Iran Rejects Ceasefire, Trump Amps Threats as Deadline Looms
[Reuters] US service sector cools in March, inflation heating up amid Iran war
[AP] Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
[Reuters] Fed's Goolsbee, Hammack say inflation is flashing 'orange,' or worse
[Yahoo/Reuters] NY Fed says supply chain pressures heated up in March
[AP] JPMorgan CEO Dimon: Iran war could reignite inflation and keep Fed rates higher for longer
[Bloomberg] Growth Slows at US Service Providers as Price Gauge Surges
[Bloomberg] US Truck Rates at Highest Since 2022 Add to Inflation Pressures
[Bloomberg] San Francisco House Prices Hit Record $2.15 Million on AI Boom
[WSJ] U.S. Services Sector Faced Heightened Inflation in March
[WSJ] Five Risks Jamie Dimon Is Worried About in 2026
[CNBC] S&P 500 futures nudge higher on report Iran and U.S. are trying for ceasefire: Live updates
[Yahoo/Bloomberg] US Stocks Waver on Report of Ceasefire Push: Markets Wrap
[Yahoo/Bloomberg] Oil Swings With Focus on Push for Iran Truce and Trump Deadline
[Reuters] Dollar steady as traders fret about escalating Iran war
[Axios] Iran mediators make last-ditch push for 45-day ceasefire
[Yahoo/Bloomberg] Trump’s Iran Deadline Looms With Mediators Pushing for Truce
[AP] Live updates: Israel says it attacked South Pars plant as Trump amps up threats against Iran
[Yahoo/Bloomberg] Qatar LNG Vessels U-Turn After Attempt to Pass Through Hormuz
[Yahoo/Bloomberg] Hormuz Traffic Rises to Highest in Weeks
[Axios] How higher oil prices translate to the grocery store
[Politico] EU warns Trump against ‘illegal’ bombing of Iran’s power stations
[NYT] Jamie Dimon Cites Risks From War, Private Credit and More
[NYT] This Is Not China’s War, but Beijing Started Preparing for It Years Ago
[WSJ] Trump Says He’s Calling Iran’s Bluff in Eight-Minute Interview With WSJ
[WSJ] The Next Target for the U.S. and Israel Is Iran’s Economy
[WSJ] Oil Crisis Hitting Asia Foreshadows Tough Times for Europe
[WSJ] Saudi Arabia’s Grand Vision Slams Into Financial Reality—and the Iran War
[FT] Jamie Dimon warns private credit losses will be larger than feared
[FT] Maga stands by Trump on Iran — for now
[FT] Private equity buyouts slump as AI fears and war dent dealmaking
[FT] Why this oil shock is different
[FT] EU warns capitals against turning energy crunch into fiscal crisis

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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