The Mythos Moment

April 29, 2026Addison Wiggin

The Mythos Moment: Reviewing the latest developments in the world of AI with Grey Swan contributor Ian King.

The Mythos Moment
The Mythos Moment: Reviewing the latest developments in the world of AI with Grey Swan contributor Ian King.
As investors worry that AI-fueled price increases could complicate the inflation outlook, the market may be misreading what's coming next...

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

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

BREAKING NEWS

🥊 “A Good Family Fight”

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


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

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


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.

“Supply and Demand”: 1; “Buy the Rumor, Sell the News”: 0
“Supply and Demand”: 1; “Buy the Rumor, Sell the News”: 0

June 15, 2026Addison Wiggin

Strong fundamentals are giving commodities a long-term edge over tech stocks, as the Great Race continues to play out…

🚀 Three Ways The SpaceX IPO Will Be Used To Exploit You
🚀 Three Ways The SpaceX IPO Will Be Used To Exploit You

June 12, 2026Addison Wiggin

While the world fixates on SpaceX, our focus remains on avoiding the pitfalls of following capital flows and market trends…

Sell When Others Are Greedy

June 12, 2026Addison Wiggin

Investors are fleeing one particular corner of the market at exactly the moment the sector’s fundamentals remain remarkably strong.


🛢️ Today’s Critical Number: Five

June 11, 2026Addison Wiggin

SpaceX’s IPO and the World Cup dominate headlines, but geopolitics and a tightening commodity cycle still set the real market backdrop.


Houston’s Problem

June 11, 2026Addison Wiggin

With all eyes on the upcoming SpaceX initial public offering, Houston’s got a problem brewing here on Earth that most investors are ignoring.

The Big Day Is Finally Here
The Big Day Is Finally Here

June 10, 2026Addison Wiggin

The World Cup isn’t just a sporting competition — it’s a massive economic engine that drives investment across entire regions…

Tech Stocks: Once-In-Four-Million-Year Move
Tech Stocks: Once-In-Four-Million-Year Move

June 10, 2026Addison Wiggin

Heightened volatility and geopolitical tensions are creating a backdrop where downtrends can be as extreme as the rally that preceded them…

🚀 Beware The Pin
🚀 Beware The Pin

June 9, 2026Addison Wiggin

In the mania for SpaceX IPO with OpenAI and Anthropic to follow, “you are the exit capital,” meaning they plan to take your money…

Caution: Big Tech Is Eating Your Seed Corn
Caution: Big Tech Is Eating Your Seed Corn

June 9, 2026Addison Wiggin

For years, Big Tech rewarded investors by shrinking share counts — now the AI arms race is pushing some companies to sell stock instead.

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

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