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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] Live updates: US and Iran race to find missing crew member from downed military plane
[Reuters] Iran leaves door open for peace talks as hunt for missing US pilot continues
[CNBC] U.S.-Iran war ‘tax’ begins to hit American businesses and consumers
[Yahoo/Bloomberg] Charting the Global Economy: Oil Storms Higher on War Escalation
[Yahoo/Bloomberg] The Iran war is reshaping global aviation
[MSN/WP] Chinese firms market Iran war intelligence 'exposing' US forces
[Bloomberg] IMF Warns Tokenized Finance Risks Amplifying Market Crises Ahead
[NYT] Trump Budget Does Little to Address Nation’s Fiscal Challenges
[WSJ] Trump’s Budget Has New Vision for U.S. Government, but Not the Deficit
[FT] Former CIA operative: regime change in Iran is much harder than the US thinks

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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