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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] Dow surges 1,200 points as U.S.-Iran ceasefire sends oil prices tumbling: Live updates
[Axios] Iran ceasefire clouded by confusion, contradictions
[Axios] U.S. says Iran ceasefire doesn't apply to Israeli strikes in Lebanon
[Yahoo/Bloomberg] US and Iran agree to hold talks even as Hormuz stays blocked
[Yahoo/Bloomberg] Hormuz Stays Blocked for Now as Hundreds of Ships Seek Exit
[Axios] Iran war's economic aftershocks will be felt for some time
[Politico] Europe fears getting stuck with the bill after Trump’s Iran deal
[Bloomberg] Hormuz Tanker Transits Blocked After Lebanon Hit, Fars Says
[Bloomberg] What We Know About the US-Iran Ceasefire
[Bloomberg] Hedge Funds Closing Stock Short Bets at Fastest Pace Since 2020
[WSJ] Gulf States Fear an Emboldened Iran after Trump’s Cease-Fire
[WSJ] A Closer Look at Iran’s 10 Demands—and Which the U.S. Might Accept
[WSJ] Developers Get 90% Discounts to Buy Struggling Office Towers
[FT] White House pushed Pakistan to broker temporary Iran ceasefire
[FT] Donald Trump truce keeps Gulf’s Iran menace alive
[CNBC] Dow surges 1,000 points as U.S.-Iran ceasefire sends oil tumbling: Live updates
[Yahoo/Bloomberg] Global Bonds Jump as Ceasefire Sows Doubts Over Steep Rate Hikes
[Yahoo/Bloomberg] Gold Climbs After Trump Agrees to a Two-Week Ceasefire in Iran
[Yahoo/Bloomberg] Dollar Hits Four-Week Low as Ceasefire Dims Haven Appeal
[AP] Live updates: Attacks reported in Iran and Gulf Arab nations hours after ceasefire announcement
[AP] Israel strikes central Beirut without warning after saying Iran ceasefire doesn’t apply there
[Reuters] What the US, Iran, Israel and Pakistan have said about the ceasefire
[Axios] Large-scale resumption of oil shipping isn't guaranteed
[Axios] Exclusive: How Iran's supreme leader reached a truce with Trump
[Reuters] Moody's cuts outlook on Blue Owl fund to 'negative' over surge in redemption requests
[Yahoo/Bloomberg] Macro Traders Lost Most in March as War Squeezes Hedge Funds
[Yahoo/LAT] AI boom catapults San Francisco median home price above $2 million
[Axios] NATO chief heads to Washington as Trump 2.0 flames the alliance
[Bloomberg] Saudi Arabia’s Crucial East-West Pipeline Hit by Drone Attack
[Bloomberg] Hormuz Stays Blocked for Now as Hundreds of Ships Seek Escape
[Bloomberg] The US and Iran Have Blueprints for a Hormuz Deal
[Bloomberg] Booming Hedge-Fund Options Trade Suffers Worst Month in Decade
[Bloomberg] Trump’s Iran War Leaves the US Looking Weakened to Adversaries
[Bloomberg] Taiwan’s Foreign Reserves Drop Most Since 2011 on Intervention
[NYT] Trump Finds His Offramp With Iran. But the Causes of War Remain Unresolved.
[NYT] Why You Can’t ‘Flick a Switch’ to Get Oil and Gas Flowing Out of the Persian Gulf
[NYT] To Boost Military Budget, Trump Targets Popular Programs at Home
[WSJ] Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust
[WSJ] The Iran War Is Hitting California Harder Than Any Other State
[FT] Iran demands crypto fees for ships passing Hormuz during ceasefire
[FT] ‘There are no winners’: US and Iran enter into fragile truce
[FT] Israel launches massive strikes on central Beirut after Iran ceasefire
[FT] Hedge funds suffered worst losses since Covid in Iran war turmoil

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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