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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 […]
[AP] Stocks rally worldwide as oil prices ease on hopes for a possible end to the Iran war
[Yahoo/Bloomberg] Oil Falls in Choppy Trade Ahead of Trump Speech on Iran War
[AP] Live updates: Trump claims Iran wants a ceasefire, Iran calls remarks ‘false and baseless’
[Axios] U.S. and Iran discussing ceasefire for reopening strait, officials say
[Reuters] US to leave Iran 'pretty quickly' and return if needed, Trump tells Reuters
[AP] US and Iraqi officials say kidnapped journalist had been warned of threats
[Yahoo/Reuters] Amazon's cloud business in Bahrain damaged in Iran strike, FT reports
[Bloomberg] US Manufacturing Expands Most Since 2022, Input Costs Jump
[Bloomberg] OpenAI Is Falling Out of Favor With Secondary Buyers
[WSJ] Trump Raises NATO Withdrawal as Allies Push Back on Iran War
[WSJ] ISM Manufacturing Survey Shows Rising Price Pressures
[WSJ] There’s Extreme Volatility in the Mortgage Market. See How It’s Playing Out.
[FT] Shutting Hormuz is a template for China in Taiwan
[CNBC] Stocks are higher to start the month as optimism around Iran war ending grows: Live updates
[Yahoo/Bloomberg] Oil Slides as Traders Weigh Optimism Over Iran War Resolution
[Yahoo/Bloomberg] Gold Extends Three-Day Gain After Trump Signals End to Iran War
[Reuters] Asia markets rally on optimism Iran war could end soon
[AP] Trump claims Iran president wants ceasefire; no response from Iran
[CNBC] Trump says Iran’s president asked for ceasefire, but U.S. wants Hormuz Strait open first
[Yahoo/Bloomberg] Trump Envisions Withdrawal from Iran Within Two to Three Weeks
[AP] Live updates: Trump claims Iran’s president wants a ceasefire ahead of his address to Americans
[Axios] Trump's mixed messages on Iran perplex his own team
[Axios] Trump's blurry vision of victory in Iran
[Reuters] US eyes a swift end to war as fresh attacks hit Gulf states and Iran
[CNBC] Private sector hiring totaled 62,000 in March, better than expected, ADP says
[AP] Retail sales rise 0.6% in February, but impact of Iran war threatens to derail spending
[Yahoo/Bloomberg] US Mortgage Rates March Higher to Seven-Month High of 6.57%
[Axios] Data center boom rivals energy's biggest sectors
[Reuters] Mega IPOs set to test US market depth despite volatility
[Yahoo/Bloomberg] Amazon Fuels Record First Quarter for Company Bond Sales in EMEA
[Politico] Trump says he’s considering pulling out of NATO
[Politico] ‘Beyond what we could imagine’: Europe’s coming energy crunch
[Bloomberg] Credit Derivative Trading Shatters Records on Iran War, AI Fears
[Bloomberg] Massive Short Squeeze Fogs Market’s View on Iran Peace Prospects
[Bloomberg] Fed Faces War-Driven Inflation With Credibility Already Frayed
[Bloomberg] Are We Headed for Another Food Price Crisis?
[Bloomberg] Trump’s Delayed Xi Summit Gives US-China Irritants Room to Grow
[Bloomberg] America’s AI Build-Out Hinges on Chinese Electrical Parts
[Bloomberg] Subprime Lender Goeasy Sees Elevated Writeoffs Before Business Improves
[WSJ] What Banks Stand to Lose From the Private-Credit Mess
[WSJ] He Brought Private Credit to the Masses. Now the Masses Are Fleeing.
[WSJ] The Year Is Off to the Strongest Start for Big Deals Ever
[WSJ] Your Summer Travel Is About to Be Hit With Fuel Surcharges
[WSJ] Iran Takes Aim at the Industries Behind the Gulf’s Pivot From Oil
[FT] Iran war shock is intensifying risks to financial system, says BoE
[FT] ‘Desperate’ Asia turns to Russian oil amid Iran energy shock
[FT] Record number of megadeals agreed in first quarter of the year

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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