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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 marches higher one day after benchmark wipes out Iran war losses: Live updates
[Yahoo/Bloomberg] Oil Drops as US and Iran Weigh More Talks With Blockade in Place
[AP] Live updates: Trump hints at new Iran talks as Hormuz standoff intensifies
[Yahoo/Reuters] Bessent says confident that core inflation is going down, Fed will need to cut rates
[Yahoo/Reuters] Fed's Goolsbee says rate cuts may need to wait until 2027
[Bloomberg] US, Iran Seek More Ceasefire Talks as Blockade Stops Ships
[CNBC] S&P 500 continues higher a day after benchmark wipes out Iran war losses: Live updates
[CNBC] Oil falls as Vance comments raise hopes for a diplomatic resolution to Mideast conflict
[Reuters] Bond investors target steeper US yield curve on bets for slower growth, more debt issuance
[AP] US wholesale prices surged 4% last month as the Iran war sent energy prices soaring
[Yahoo/Reuters] US small business sentiment falls to 11-month low in March
[AP] Live updates: Standoff between US and Iran deepens as Pakistan pushes for new round of talks
[CNBC] China calls U.S. blockade of the Strait of Hormuz ‘dangerous and irresponsible’
[Yahoo/Bloomberg] US-Sanctioned Tanker Tests Trump Blockade With Hormuz Exit
[Yahoo/WSJ] Global Oil Demand Heads for Contraction As Iran War Chokes Flows, IEA Says
[Yahoo/Bloomberg] Warning Sign for Stocks Seen in Surging Inflation Expectations
[Yahoo/Bloomberg] Investors Brace for Economic Growth Shock, BofA Survey Shows
[Reuters] NY Fed says paper loss on bond holdings shrank last year
[Reuters] Bessent says Fed should 'wait and see' before lowering rates, Semafor reports
[CNBC] Fed nominee Warsh filings detail vast wealth, far exceeding past chairs
[Reuters] OpenAI's $852 billion valuation faces investor scrutiny amid strategy shift, FT reports
[Yahoo/WSJ] Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom
[CNBC] Share of 7-year car loans grows as buyers ‘work harder to make the numbers fit,’ expert says
[AP] China’s exports grew 2.5% in March in a sharp slowdown as Iran war raises uncertainty
[Bloomberg] An Inflation Time Bomb Is Hiding in Home Insurance
[Bloomberg] UK Pays Highest Yield for 10-Year Gilt Sale Since 2008
[Bloomberg] The Hormuz Blockade Is as Much About China as Iran
[Bloomberg] Iran Oil Hoard at Sea Shields China’s Refiners From US Blockade
[Bloomberg] Japan’s Takaichi Cautions Akazawa Not to Comment Further on BOJ
[Bloomberg] KKR Limits Redemptions From Asset-Based Fund After 7.2% Sought Withdrawals
[Bloomberg] TCW Private Credit Fund Slashes Red Lobster Equity Value by 98%
[Bloomberg] BlackRock’s Asia Private Credit Fund Sees China Borrower Default
[Bloomberg] Volatility Stymies Asia Carry Even as Returns Rise, ANZ Says
[Bloomberg] M&A Boom in Japan Is Fueling Record Corporate Bond Sales
[Bloomberg] Trump Seen as a Risk by Europe’s Far Right After Orban Loss
[NYT] U.S. Is Negotiating an Iran Deal That Would Buy Time, Again
[NYT] Middle East War Will Slow Global Economic Growth, I.M.F. Warns
[WSJ] JPMorgan Says U.S. Consumer Remains Healthy, but Dimon Warns About Risks
[WSJ] The U.S. Warships Poised to Enforce Trump’s Blockade
[WSJ] Saudi Arabia Is Pressing U.S. to Drop Its Hormuz Blockade
[FT] Xi Jinping says world in ‘disarray’ as Spain pushes China to help end Iran war
[FT] The priciest barrels of oil in history?
[FT] Corporate America set to deliver bumper earnings despite Iran war
[FT] China’s exports slow as Middle East turmoil weighs on trade
[FT] China shock 2.0: the flood of high-tech goods that will change the world

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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