<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Magna Carta Wealth & Trust]]></title><description><![CDATA[Magna Carta Wealth & Trust is a financial services firm specializing in managing the wealth and assets of individuals, families, and institutions. ]]></description><link>https://www.mcwealth.net/blog</link><generator>RSS for Node</generator><lastBuildDate>Sun, 07 Jun 2026 06:13:31 GMT</lastBuildDate><atom:link href="https://www.mcwealth.net/fr/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Why Trillion-Dollar AI and IPO Valuations Are Not Irrational: A Money Supply and Market Structure Perspective]]></title><description><![CDATA[Executive Summary As SpaceX targets a $1.75 trillion IPO, Anthropic approaches a $900 billion debut, and OpenAI eyes a $1 trillion public listing, a predictable chorus of skepticism has emerged: these numbers are too big, the bubble is about to pop, the AI market is over-hyped. This talking paper argues the opposite — that these valuations, while historically large in nominal terms, are contextually modest when measured against the transformed financial environment in which they exist.    ...]]></description><link>https://www.mcwealth.net/post/why-trillion-dollar-ai-and-ipo-valuations-are-not-irrational-a-money-supply-and-market-structure-pe</link><guid isPermaLink="false">6a10a5610ac12a65423b4d48</guid><pubDate>Fri, 22 May 2026 19:06:16 GMT</pubDate><dc:creator>Irwin Jones</dc:creator></item><item><title><![CDATA[Interest Rates and Inflation: How Bonds Affect Financial Markets]]></title><description><![CDATA[Those who understand interest make it. Those who don't, pay it. Chapter 1: The Alchemy of Money Creation In the modern economy, money is not a physical commodity, but a social technology built on collective trust. It is created through two primary channels: The Federal Reserve (Base Money) The Fed manages the foundation of the money supply through several mechanisms: Open Market Operations: Buying Treasury securities expands the money supply; selling contracts it. Federal Funds Rate: The...]]></description><link>https://www.mcwealth.net/post/interest-rates-and-inflation-how-bonds-affect-financial-markets</link><guid isPermaLink="false">6a0540f568a3e7adcb16c904</guid><pubDate>Thu, 14 May 2026 03:34:30 GMT</pubDate><dc:creator>Irwin Jones</dc:creator></item><item><title><![CDATA[Warsh's World]]></title><description><![CDATA[As the Senate moves toward a full confirmation vote following the party-line approval by the Banking Committee on April 29, 2026, a portrait of Kevin Warsh reveals a leader poised to enact the most significant mechanical shift in Federal Reserve policy in over a decade.   His confirmation comes at a unique historical juncture: a "bifurcated" economy where surging AI productivity and record-high equities collide with a global energy crisis and a 10-year Treasury yield of 4.32%. I. The Man and...]]></description><link>https://www.mcwealth.net/post/warsh-s-world</link><guid isPermaLink="false">69f43c558ca39cf305c5473e</guid><pubDate>Fri, 01 May 2026 05:45:36 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/9b60e7_d2d2eafa08bf4f3db53083c48d7177ef~mv2.png/v1/fit/w_524,h_419,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Irwin Jones</dc:creator></item><item><title><![CDATA[OMG SMH]]></title><description><![CDATA[The Engine of the Future Computer chips are no longer just components inside a laptop or a phone — they have become the foundation of nearly everything we do. In recent weeks, we have heard a version of a familiar concern: if the data center buildout is slowing down, why are chip stocks still going up? It is a fair question, and we think it deserves a direct answer. Because the answer reveals something important about how we think about this industry — and about investing itself. SMH, the...]]></description><link>https://www.mcwealth.net/post/omg-smh</link><guid isPermaLink="false">69eeb1267c7678baadea10cd</guid><pubDate>Mon, 27 Apr 2026 00:45:20 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/9b60e7_df5a30ff1d484002b1873517c57b0672~mv2.png/v1/fit/w_779,h_506,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Irwin Jones</dc:creator></item><item><title><![CDATA[Understanding the VIX]]></title><description><![CDATA[What the market’s “fear gauge” is really telling you April 2026     •     Education Series   WHAT IS THE VIX? The VIX — formally the CBOE Volatility Index  — is a real-time measure of how much turbulence the market expects over the next 30 days. It is sometimes called the “fear gauge” or “fear index,” but a better description is a market confidence meter : when it rises, investors are bracing for swings; when it falls, they are feeling relatively settled. Created by the Chicago Board Options...]]></description><link>https://www.mcwealth.net/post/understanding-the-vix</link><guid isPermaLink="false">69e55e9fa96d49e56ec3b725</guid><pubDate>Sun, 19 Apr 2026 23:01:40 GMT</pubDate><dc:creator>Irwin Jones</dc:creator></item><item><title><![CDATA[This Is Falling, With Style]]></title><description><![CDATA[In psychology, basophobia (the fear of falling) is often more visceral than acrophobia (the fear of heights). Why? Because falling hurts. But in the markets, these drops aren't free-falls; they’re bungee jumps. Last week, we saw the stock market fall from its all-time high, reaching a 10% drop from its peak, the limit known across Wall Street as a Correction.  This week, we saw the market move up 6% by the close on Wednesday. These swings may seem scary, but don’t let them shake you. They’re...]]></description><link>https://www.mcwealth.net/post/this-is-falling-with-style</link><guid isPermaLink="false">69cdfe38f7044e6cf7a78a5f</guid><pubDate>Thu, 02 Apr 2026 07:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/9b60e7_1ce154be3c61468999e714f7ec82465b~mv2.png/v1/fit/w_624,h_351,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Irwin Jones</dc:creator></item><item><title><![CDATA[XLK/XLE:  A Torrid Affair]]></title><description><![CDATA[Market Analysis: 20-Year Correlation Trends in SPY, XLE, and XLK The modern financial landscape is defined by the interaction between broad-market indices and specific sector drivers. For investors, understanding the correlation between the S&#38;P 500 ETF Trust (SPY) , the Technology Select Sector SPDR Fund (XLK) , and the Energy Select Sector SPDR Fund (XLE)  provides insight into how capital rotates across different economic cycles. The Three Phases of Correlation 1. The Growth Phase...]]></description><link>https://www.mcwealth.net/post/xlk-xle-a-torrid-affair</link><guid isPermaLink="false">69c9efc6019baa40681464f2</guid><pubDate>Mon, 30 Mar 2026 03:37:44 GMT</pubDate><dc:creator>Irwin Jones</dc:creator></item></channel></rss>