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
A conversation with John Robb, Grey Swan Contributor, on the war with Iran and geopolitical effects in the age of networked warfare.
March 18, 2026 • Addison Wiggin
The stakes are high for the country that prints the world’s reserve currency and chooses to go to war. Perhaps, an unwinnable one against a Mosaic Defense.
March 17, 2026 • Addison Wiggin
March 16, 2026 • Addison Wiggin
March 19, 2026 • Addison Wiggin
While there may be a short-term breakdown in gold prices, several indicators show it’s still worth adding to your own stash right now…
March 18, 2026 • Addison Wiggin
March 17, 2026 • Addison Wiggin
March 16, 2026 • Addison Wiggin
Gold has been consolidating after a powerful multiyear rally. Yet with America’s gold reserves equal to only about 3% of federal debt, the metal could still have significant upside ahead.
March 13, 2026 • Andrew Packer
The Federal Reserve can print money, but it can’t print oil. As energy prices surge and supply disruptions loom, the central bank may find itself with limited tools to fight inflation driven by real-world shortages.
March 13, 2026 • Andrew Packer
The plan to release 172 million barrels from the Strategic Petroleum Reserve would leave the U.S. with its smallest stockpile of emergency oil in more than four decades. And with tensions simmering globally, the shrinking reserve raises uncomfortable questions about how prepared the U.S. is for the next supply disruption…
March 12, 2026 • Addison Wiggin
The IEA is weighing the largest coordinated oil reserve release in its history, but global supply risks remain as tanker traffic through the Strait of Hormuz faces ongoing disruption…
March 12, 2026 • Andrew Packer
Headlines, a sluggish labor market, and persistent inflation are keeping the tone bearish, despite seasonal trends that usually turn bullish. But long-term investors can still find oversold opportunities if they buy strategically now…
March 12, 2026 • Andrew Packer
Roughly $72 billion of loans in the $1.8 trillion private credit market are already in default, and some estimates suggest that number could climb much higher. Now firms like BlackRock, Morgan Stanley and JPMorgan Chase are slowing redemptions as investors try to get out.
March 11, 2026 • Addison Wiggin
The Federal Reserve’s balance sheet once swelled to such extremes that the institution technically went “bankrupt” in 2022 — an accounting oddity unimaginable to earlier central bankers. Now, it’s quietly growing again…
March 10, 2026 • Addison Wiggin
From where things stand today, oil is off the peak, employment is making traders nervous, inflation is ticking back up and boardrooms are adjusting quickly behind the scenes…
March 10, 2026 • Addison Wiggin
While oil and AI take the brunt of the blame for a poor February jobs report, the real biggest driver for both rising prices and slowing employment – and a compression in corporate profits – is flying under the radar…
March 9, 2026 • Addison Wiggin
Oil prices opened significantly higher in overnight trading, following a weekend of news about shutdowns in Saudi Arabia and the bombing of Iranian oil infrastructure.
