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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] Stock futures fall after Trump says Iran war will continue for weeks: Live updates
[CNBC] Oil prices surge with Brent rising 5% as Trump vows to hit Iran ‘extremely hard’ within weeks
[Reuters] Stocks sink, oil surges as Trump vows to keep hitting Iran
[Axios] Trump: U.S. will bomb Iran "back to stone ages" over next 2-3 weeks
[AP] Takeaways from Trump’s address: No end date for Iran war and few details on strategy ahead
[AP] Live updates: Trump says US military objectives in Iran ‘nearing completion’
[Yahoo/Bloomberg] S&P 500’s War Pattern: The Wipeout Begins Every Thursday
[Yahoo/Bloomberg] Australian State Triggers Emergency Powers Amid Fuel Crisis
[Politico] Trump’s rage at NATO allies is binding them together — against him
[Bloomberg] Trump Stirs Market, Political Angst With Vague Timeline for Iran
[Bloomberg] Treasuries Fall as Trump’s Iran Threats Add to Inflation Concern
[Bloomberg] Trump’s Renewed Iran Warning Risks More Volatility, Analysts Say
[Bloomberg] Japan 10-Year Sovereign Bond Sale Sees Weakest Demand Since May
[WSJ] Trump Tries to Sell Americans on War in Iran
[WSJ] China Is Building Another Massive Base in the South China Sea
[FT] Donald Trump threatens to hit Iran ‘extremely hard’ in coming weeks
[FT] World’s top energy traders wrongfooted in early days of 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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