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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 […]
[Yahoo/Bloomberg] U.S. oil slips below $100 as Trump demands reopening of Strait of Hormuz
[Axios] Strait of Hormuz stays shut as Trump demands Iran stop tolls
[AP] Live updates: Kuwait blames Iran for drone strikes as Trump casts doubt on ceasefire
[CNBC] Consumer prices rose 3.3% in March, as energy prices spiked due to Iran conflict
[Axios] The new oil world order
[AP] Inflation may jump by most in nearly four years as gas prices spike in wake of Iran war
[CNBC] Kevin Warsh Fed chair confirmation plan hits snag as nomination hearing is delayed
[Yahoo/Reuters] Bessent, Powell warn bank CEOs about Anthropic model risks, Bloomberg News reports
[Bloomberg] ‘Not Our War’: NATO Learns to Tell Trump No
[Bloomberg] Pawn Shop Loans Spike as High Gas Prices Weigh on Americans
[Bloomberg] Blanche’s Experience Makes Him More Dangerous Than Bondi
[Bloomberg] BofA’s Hartnett Sees the Surge in Commodities Lasting for Years
[Bloomberg] Orban Warns of ‘Danger’ If Hungarians Oust Him in Elections
[Bloomberg] Biggest Currency Clampdown in Decade Risks Backfiring for India
[Bloomberg] Chinese Money Markets Signal Credit Growth is Slowing Again
[Bloomberg] Brazil Inflation Surges Past Forecasts on Iran War Oil Shock
[NYT] A Record Jump in U.S. Gasoline Prices Is Squeezing Consumers
[NYT] The Iran War Has Prompted Some Companies to Raise Prices
[WSJ] Trump Sends His Team to Pakistan for High-Stakes Iran Talks
[WSJ] Insurers Take Bigger Risks Than Before 2008-09 Crisis, Report Warns
[WSJ] Iran Shows You Don’t Have to Be a Superpower to Wage Economic Warfare
[WSJ] Trump Once Talked Tough With China. Now He’s Playing Nice.
[FT] Surveying the Middle East’s energy infrastructure damage
[FT] Iran war will leave a long-term ‘scar’ on Wall Street, investors warn
[FT] More than half of the US in drought after near-record March temperatures
[FT] China’s Xi tells Taiwan opposition leader unification an ‘inevitability’

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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