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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: Iran and Israel keep up attacks as Trump insists US will hit Tehran even harder
[AP] Average US long-term mortgage rate climbs to 6.46%, the highest level in nearly 7 months
[Reuters] US private credit faces potentially higher defaults as software exposure weighs
[Reuters] Tariff-struck companies exploring loans backed by refund claims
[Yahoo/Bloomberg] US Lawmakers Propose Crackdown on Sales of Chip Tools to China
[Bloomberg] Trump Threatens Iran’s Infrastructure as Markets Fear Longer War
[Bloomberg] Citadel’s Global Fixed Income Fund Tumbles, Sinking 8.2% in March
[Bloomberg] Hedge Funds Bail From Global Stocks at Fastest Pace in 13 Years
[Bloomberg] Private Credit’s CLO Machine Ramps Up in Push to Raise More Cash
[Bloomberg] Rubio Accuses China of Harassing Panama-Flagged Ships
[NYT] Blue Owl, Ailing Private Credit Firm, Reveals Even More Troubles
[NYT] Trump’s Media-Bashing Is Coming Back to Bite Him in Court
[WSJ] How Trump Rewrote the Rules of Global Trade in One Year
[CNBC] Stock sell-off picks up steam as oil surges: Live updates
[CNBC] Oil prices soar 10% as Trump’s Iran war speech stokes fears of further escalation
[Reuters] Stocks sink, oil surges as Trump vows to keep hitting Iran
[Yahoo/Bloomberg] Bitcoin Tumbles With Stocks as Trump Signals Harder Iran Strikes
[Axios] Trump: U.S. will bomb Iran "back to stone ages" over next 2-3 weeks
[AP] Live updates: Trump says Iran will be hit hard for next 2 or 3 weeks
[AP] Takeaways from Trump’s address: No end date for Iran war and few details on strategy ahead
[AP] Iran fires on Israel and Gulf neighbors as Trump claims threat from Tehran nearly eliminated
[AP] Live updates: Trump says US military objectives in Iran ‘nearing completion’
[CNBC] Blue Owl caps private credit funds redemptions at 5% after steep request levels
[Yahoo/Reuters] US weekly jobless claims fall as layoffs remain low
[Yahoo/Bloomberg] AI and War Spook Buyers for Private-Equity Firms Itching to Sell
[Axios] Behind the Curtain: Jamie Dimon's warning
[Axios] Office vacancies hit record high
[Yahoo/Bloomberg] S&P 500’s War Pattern: The Wipeout Begins Every Thursday
[Yahoo/Bloomberg] Australian State Triggers Emergency Powers Amid Fuel Crisis
[Politico] Trump’s rage at NATO allies is binding them together — against him
[Yahoo/Bloomberg] Trump Budget to Frame Midterms With Defense Boost, Domestic Cuts
[Yahoo/Bloomberg] Iranians Reel From US-Israeli Attacks on Civilian Infrastructure
[Bloomberg] Trump Stirs Market, Political Angst With Vague Timeline for Iran
[Bloomberg] Hedge Funds Walloped by a Month of Turmoil Sparked by Iran War
[Bloomberg] Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
[Bloomberg] Trump’s Renewed Iran Warning Risks More Volatility, Analysts Say
[Bloomberg] How Swap Markets Are Struggling to Gauge Rates as Iran War Fuels Volatility
[Bloomberg] Japan 10-Year Sovereign Bond Sale Sees Weakest Demand Since May
[Bloomberg] Dealmaking Competition Erodes Junk Loans’ Last Line of Defense
[Bloomberg] RBI Clampdown on Rupee Speculation Triggers Market Dislocation
[WSJ] Trump Tries to Sell Americans on War in Iran
[WSJ] Blue Owl’s $36 Billion Private-Credit Fund Hit by 22% Withdrawal Request
[WSJ] Trade Deficit Grew in February as Policy Continued to Swing
[WSJ] Maine Is About to Become the First State to Ban New Data Centers
[WSJ] China Is Building Another Massive Base in the South China Sea
[FT] Donald Trump threatens to hit Iran ‘extremely hard’ in coming weeks
[FT] Blue Owl struck by $5.4bn of redemption requests
[FT] World’s top energy traders wrongfooted in early days of Iran war

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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