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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 […]
[Reuters] Wall St Week Ahead: US earnings season set to test war-rattled stocks
[AP] Live updates: US and Iranian officials meet with Pakistani mediators in Islamabad
[Axios] U.S. warships cross Strait of Hormuz for first time since Iran war began
[Reuters] Trump says US forces are 'clearing' Strait of Hormuz
[Reuters] Wall Street creates new credit-default swap index to bet against private credit
[Reuters] From Boston to Denver, US drivers cut back as Iran war pushes fuel costs higher
[AP] Buyers fret as the average cost of a new car nears $50K
[Yahoo/Bloomberg] Global Funds Flee Indian Stocks at Record Pace on Growth Fears
[Bloomberg] US Intelligence Shows China Set to Supply Iran Arms, CNN Reports
[NYT] U.S. Intelligence Shows China Taking a More Active Role in Iran War
[WSJ] The Ships Sailing Through Iran’s Controlled ‘Toll Booth’
[WSJ] The Crazy Math Confronting Everyday Investors in Private Markets
[WSJ] The Era of Free Seas Is Unraveling—and Now Everyone’s Going to Pay

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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