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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] Asia-Pacific markets mostly rise in Easter trade on hopes for Hormuz reopening
[AP] No sign of war winding down in Mideast as Friday dawns with attacks across region
[Axios] U.S. bombs Iran's civilian infrastructure for first time after "Stone Ages" threat
[Reuters] Trump threatens to strike Iran's bridges and electric power plants
[Reuters] US experts say American strikes on Iran may amount to war crimes
[Reuters] Japan's services growth slows as Middle East war dents confidence, PMI shows
[Bloomberg] Blue Owl Reels as Investors Who Fueled Its Growth Now Want Out
[WSJ] The Wealthy Investors That Powered Private Credit Are Rushing for the Exits
[WSJ] Control Over Strait of Hormuz Will Determine Who Wins the War
[WSJ] Iran Beefs Up Defenses, Recruits Children as It Prepares for Ground War
[FT] The art of the deal eludes Donald Trump in Iran
[FT] Tett: What’s going on with dollar debt?
[FT] Credit investors flee to safety, pulling $11bn from junk bonds this year
[FT] Oil cargo prices surge as fears of supply shortage grip market
[FT] Europe must prepare for ‘long-lasting’ energy shock, Brussels warns

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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