The Mythos Moment

April 29, 2026Addison Wiggin

The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.

The Mythos Moment
The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.
With no clear end in sight to today's rampant AI data center demand, silver’s ubiquitous uses make it an attractive asset to explore...

A World Cup eligibility twist involving Trump sets the tone for a broader transatlantic tension as Europe grapples with geopolitical tensions.

In today's bull market, tense with the uncertainty of a midterm year, the debt load hedge funds are taking on is worth monitoring right now... 

BREAKING NEWS

🏠 The American Dream Gets a Roommate

Housing as a proxy for “affordability” in the U.S. presents a real challenge for the Federal Reserve and Treasury in this new regime…


Separating the Winners and Losers in the Second Half of 2026

Every industrial revolution rewards companies that use the new innovation more efficiently than their competitors, and AI is no different…


Party Like It’s 1998
Party Like It’s 1998

June 25, 2026Addison Wiggin

Micron remains a strong AI play, but its volatility highlights growing anxiety over whether AI enthusiasm is racing ahead of reality…

Micron, Micron, Microoon…
Micron, Micron, Microoon…

June 24, 2026Addison Wiggin

As fears of an “AI bubble” fade from public attention, Micron’s results could reinforce the view that AI-driven growth remains firmly intact.

Failure to Launch
Failure to Launch

June 23, 2026Addison Wiggin

SpaceX’s retreat is rippling across the tech sector, proving that even the market’s hottest story can cool off in a hurry.

🥇 Alan Greenspan and the Warsh Echo

June 22, 2026Addison Wiggin

Alan Greenspan’s death offers a lens through which to view Kevin Warsh’s effort to reshape the Federal Reserve moving forward…


The “Trade of the Decade” Still Has Room to Run

June 22, 2026Addison Wiggin

The market’s favorite strategy is still “buy the dip,” but blindly chasing expensive tech stocks may be creating more risk than opportunity.


🥊 “A Good Family Fight”

June 18, 2026Addison Wiggin

Investors may not love higher rates, but they finally know where the Federal Reserve stands under Kevin Warsh.

SpaceX’s Real IPO Test Comes In August
SpaceX’s Real IPO Test Comes In August

June 18, 2026Addison Wiggin

If you’re buying SpaceX today, you’re buying a hot potato. If you plan to hold your shares, buckle up. You’re in for a wild ride…

Warsh to Rock the Boat – Just Not Yet
Warsh to Rock the Boat – Just Not Yet

June 17, 2026Addison Wiggin

Historical fears accompany Kevin Warsh as he takes the helm at the Fed Chair, but history shows they’re overblown…

🥇 Should You Buy Gold At This Price?
🥇 Should You Buy Gold At This Price?

June 16, 2026Addison Wiggin

Central banks are buying gold at the fastest pace in decades, providing a powerful long-term tailwind even after bullion’s historic run.

Greed Stocks Outpace Dot-Coms By A Long Shot
Greed Stocks Outpace Dot-Coms By A Long Shot

June 16, 2026Addison Wiggin

AI may be changing the world, but investor psychology never changes — and today’s chip-stock frenzy carries echoes of past market manias.

From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive

Market Watch
MSN Money
CNN Money
The Wall Street Journal
Business Week
Reuters
Sundance
CNBC
FOX Business
USA Today
The Economist
Financial Times
Forbes
Benzinga
Yahoo Finance
Dot Dash