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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] Stocks gain for a second day on hope Iran ceasefire can be sustained: Live updates
[Yahoo/Bloomberg] Oil Rises in Choppy Session as Mideast Peace Talks Progress
[Yahoo/Bloomberg] Gold Advances as Traders Weigh Fragile Ceasefire in Iran War
[CNBC] The Strait of Hormuz is not open as Iran controls access after ceasefire, UAE oil CEO says
[Yahoo/Bloomberg] US, Iran Prepare for Talks With Lebanon Conflict Unresolved
[Axios] Netanyahu announces negotiations with Lebanon after U.S. pressure
[Yahoo/Telegraph] Iran war risks triggering 2008-style financial crisis, warns Bank of England chief
[Bloomberg] IMF Chief Says Oil Shock Tests a World With Little Fiscal Buffer
[Bloomberg] War Has Caused Lasting Damage to the Dollar System
[Bloomberg] US Wage Growth Is Increasingly K-Shaped With Largest Divide Since 2015
[Bloomberg] Wildfires Race Across US as Drought Spans Half the Nation
[WSJ] Carlyle Private-Credit Fund Hit With Redemption Requests Totaling 15.7%
[WSJ] Surging HOA Fees Are Pushing Homeowners to the Brink
[FT] The chips chokehold that could end the AI investment boom
[CNBC] Stocks slip as oil rises, traders keep eye on U.S.-Iran ceasefire: Live updates
[CNBC] Oil prices rise to nearly $100 after Iran accuses U.S. of breaching ceasefire deal
[Reuters] Asian stocks in sober mood as oil rises on Middle East truce doubts
[AP] Ceasefire in the Iran war teeters with disagreements over Lebanon and the Strait of Hormuz
[Yahoo/Bloomberg] Iran Deputy Minister Says Ships Need Consent to Pass Hormuz
[Reuters] Hormuz at near standstill as Iran warns ships to keep to its waters
[AP] Chart shows Iran may have put sea mines in Strait of Hormuz
[Yahoo/Bloomberg] Trump Vows to Keep Troops in Persian Gulf Before Iran Talks
[Reuters] Can the US and Iran bridge their differences in talks?
[Yahoo/WSJ] Extent of Damage to Middle East Energy Facilities Key to Economic Impact, OECD Says
[AP] Key inflation gauge remains elevated in February before Iran war
[Yahoo/Bloomberg] Private Markets’ Software Pain Is About to Get a Lot Worse
[Reuters] White House confident Warsh will lead Fed in May
[Reuters] Exclusive: North American pension funds stick with private credit bets
[Reuters] US ETF assets under management to more than double to $25 trillion by 2030, Citigroup says
[CNBC] ‘Poorly run, piece of ice’: Trump targets Greenland again as Iran war deepens NATO rift
[Politico] More Europeans see US as threat than China
[Bloomberg] Hormuz Traffic Still Blocked as Iran Tries to Formalize Control
[Bloomberg] Iran Deputy Minister Says Ships Need Consent to Pass Hormuz
[Bloomberg] Bailey Warns Iran War Is Compounding Private Credit Stress
[Bloomberg] Dudley: The Fed Can Only Watch Iran’s Energy Shock — and Wait
[Bloomberg] El Niño Set to Form by August With Rising Heat and Crop Risks
[NYT] What to Know About the Strait of Hormuz Under the Cease-Fire
[NYT] Fed’s Inflation Woes Preceded the War With Iran
[WSJ] Cease-Fire Teeters on Its First Day
[WSJ] Trump Allies, U.S. Officials Fear Iran Victory Lap Is Premature
[WSJ] Why Iran Thinks It Won the War Despite Huge Military Losses
[WSJ] Inside the Race to Protect Submarine Cables From Sabotage
[FT] Investors sought to pull $20bn from private credit funds in first quarter
[FT] Shipping stalls as Tehran dictates terms in Hormuz
[FT] Iran war has exposed the weakness of the dollar
[FT] Is the BoJ ready to take Japan back to reality?
[Yahoo/Bloomberg] Bond Rally Fades as Iran Says Ceasefire Violated
[AP] Ceasefire is threatened as Israel expands Lebanon strikes and Iran closes strait again
[AP] More Federal Reserve officials see possible rate hikes this year, minutes show
[Reuters] Global imbalances are back, and there's no fix in sight
[NYT] Fed Minutes Show Officials in No Rush to Cut as Iran War Scrambled Outlook
[WSJ] Iran War Cease-Fire Can’t Undo the Middle East’s Energy Hangover
[WSJ] Trump Declares Premature Victory in Iran
[WSJ] Why Fed Rate-Cut Prospects Have Dimmed, With or Without a Cease-Fire
[WSJ] Trump Team Explores Punishment for NATO Countries That Didn’t Support Iran War
[FT] Will Donald Trump stick with his Iran truce?
[FT] Federal Reserve officials sparred over response to energy surge caused by 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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