Greatest Political Experiment of Our Time = Argentina
April 29, 2026 • Addison Wiggin
Greatest Political Experiment of Our Time = Argentina: A discussion with Joel Bowman about Mieli’s Argentina and what happens next
BREAKING NEWS
If President Trump’s playbook goes according to plan, NATO’s next chapter may be defined less by speeches than by who foots the bill…
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Wars may grab headlines, but it’s the trillion-dollar rearmament cycle that could fuel the next wave of winners.
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Rapid growth in Treasury bill issuance is tying federal borrowing costs more tightly to short-term interest rates set by the central bank…
July 2, 2026 • Addison Wiggin
SpaceX has given a masterclass on what to expect from an IPO. But history shows a surge in IPO volume tends to mark near-term market caution.
July 1, 2026 • Addison Wiggin
With inflation fears fading and risk appetite surging, precious metals may be setting up as one of the market’s most overlooked opportunities.
June 30, 2026 • Addison Wiggin
The bull market has continued to reward investors who stayed focused on long-term trends rather than reacting to headline-driven volatility.
June 30, 2026 • Addison Wiggin
Every industrial revolution rewards companies that use the new innovation more efficiently than their competitors, and AI is no different…
June 29, 2026 • Addison Wiggin
Stalled legislation and liquidity trends have hit bitcoin hard. And one signal indicates the bottom is setting in for the popular crypto…
June 26, 2026 • Addison Wiggin
As investors worry that AI-fueled price increases could complicate the inflation outlook, the market may be misreading what’s coming next…
June 25, 2026 • Addison Wiggin
Housing as a proxy for “affordability” in the U.S. presents a real challenge for the Federal Reserve and Treasury in this new regime…
June 25, 2026 • Addison Wiggin
Micron remains a strong AI play, but its volatility highlights growing anxiety over whether AI enthusiasm is racing ahead of reality…
June 24, 2026 • Addison Wiggin
With Big Tech preparing to spend huge on AI infrastructure, the race to dominate AI is increasingly becoming a race to build right now…
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