From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
December 3, 2025 • Addison Wiggin
Shadow Stocks: Hidden Gems In Today’s Volatile Market: Our latest research into the top stocks to buy today.
April 9, 2026 • Addison Wiggin
As evidenced today, even a fragile ceasefire can make a huge impact. The danger isn’t the uptrend — it’s assuming the hard part is over…
April 8, 2026 • Addison Wiggin
April 7, 2026 • Addison Wiggin
April 10, 2026 • Addison Wiggin
Recession risk isn’t hypothetical anymore. In fact, history shows it’s creeping toward levels last seen before major economic breakdowns…
April 9, 2026 • Addison Wiggin
April 8, 2026 • Addison Wiggin
April 7, 2026 • Addison Wiggin
Small businesses are driving much of the recent hiring, suggesting a late-cycle catch-up even as overall labor demand begins to soften…
April 6, 2026 • Addison Wiggin
Inflation is proving more persistent than expected, as the Strait of Hormuz remains the center of global attention amid the ongoing Iran war.
April 6, 2026 • Addison Wiggin
For over a decade, global financial markets depended on the “yen carry trade.” Now, soaring Japanese bond yields threaten global liquidity…
April 3, 2026 • Addison Wiggin
Gold is an ideal hedge for protection against government foolishness and market volatility. Except… when it isn’t, like we’re seeing today.
April 2, 2026 • Addison Wiggin
Politicians talk. Markets often discount any potential follow-through or just ignore them altogether. But Trump isn’t like other politicians.
April 2, 2026 • Andrew Packer
With private credit infecting the entire financial system, the contagion is proving as hard to “contain” as subprime mortgages in 2007…
March 31, 2026 • Addison Wiggin
Fix the system, and it snaps under pressure. Free it, and it adapts. The Federal Reserve is about to make that choice in real time…
March 31, 2026 • Andrew Packer
Markets may be correcting, but earnings haven’t blinked yet. And right now, that’s the only thing holding this together…
March 30, 2026 • Addison Wiggin
Already trading historically sideways through January and February, the markets are now pricing a prolonged spike in energy and natural resources and the uncertainty of war in real time.
March 30, 2026 • Addison Wiggin
When conflict escalates, capital must choose sides. That’s why Hormuz isn’t just a chokepoint — it’s a confidence test for the global system.
