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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] Oil Edges Higher in Choppy Trading Before Trump’s Iran Deadline
[Reuters] Stocks nervy, oil above $110 as Trump's Iran deadline nears
[Yahoo/Bloomberg] Traders Brace for Trump’s Iran Deadline as Frustration Grows
[CNBC] Trump warns Iran’s ‘whole civilization will die tonight’ unless deal struck
[Yahoo/Bloomberg] US Strikes Kharg Island as Trump Repeats Threat to Destroy Iran
[Axios] Trump's tipping point: Destroy Iran's infrastructure or give talks a chance
[Axios] Small-business optimism falls for second straight quarter
[Yahoo/Reuters] US core capital goods orders increase in February
[Yahoo/Reuters] Fed's Williams says Middle East war will drive up inflation - Bloomberg
[Yahoo/Bloomberg] Oil Shock Sends Philippine Inflation Surging to 20-Month High
[Bloomberg] Japan 30-Year Bond Sale Sees Weaker Demand Than 12-Month Average
[Bloomberg] China Ramps Up Gold Buying as Middle East War Dents Prices
[NYT] Trump Threatens Jail if Journalists Protect Certain Iran Sources
[WSJ] Hopes Fade for Deal With Iran Ahead of Tuesday-Night Deadline
[WSJ] Allies Fear They Are Tied to an Erratic U.S. and Now Have Nowhere to Turn
[WSJ] ‘We Have Been Punished Enough’: Iranians Fear Trump’s Threatened Escalation
[WSJ] These Cities and States Are Taking Aim at Data Centers
[WSJ] How China Helped Iran Cushion the Blow of Sanctions and Fund Its War Machine

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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