Greatest Political Experiment of Our Time = Argentina

April 29, 2026Addison Wiggin

Greatest Political Experiment of Our Time = Argentina: A discussion with Joel Bowman about Mieli’s Argentina and what happens next

Greatest Political Experiment of Our Time = Argentina
Greatest Political Experiment of Our Time = Argentina: A discussion with Joel Bowman about Mieli's Argentina and what happens next
A modest pullback in margin debt can force selling, and forced selling has a nasty habit of turning a manageable decline into a trapdoor...

Further confessions of (another) newsletter man…

Market rotation has been fueled by hopes for lower borrowing costs, a resilient domestic economy… and easing inflation.

BREAKING NEWS

💥 In The Crack-Up Boom Waiting Room

The market isn’t in a crack-up boom… yet. But many of the conditions that could produce one are quietly falling into place.


Gold’s Love Trade

After seasonal weakness in the early part of 2026, gold’s seasonal preferences are finally starting to kick in…


⚽ An Accidental Birth Tourist
⚽ An Accidental Birth Tourist

July 6, 2026Addison Wiggin

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

The Leverage To Watch
The Leverage To Watch

July 6, 2026Addison Wiggin

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… 

🌏 Xi Jinping Doesn’t “Need” a War
🌏 Xi Jinping Doesn’t “Need” a War

July 3, 2026Addison Wiggin

China’s growing maritime pressure around Taiwan demonstrates economic leverage may be its preferred path to reshaping regional power dynamics.

💰 Warsh, Washington and the Yield Curve

July 2, 2026Addison Wiggin

Rapid growth in Treasury bill issuance is tying federal borrowing costs more tightly to short-term interest rates set by the central bank…


The SpaceX IPO May Still Ground the Market

July 2, 2026Addison 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.


Two Buy Signals for Gold and Silver

July 1, 2026Addison Wiggin

With inflation fears fading and risk appetite surging, precious metals may be setting up as one of the market’s most overlooked opportunities.

🦢🌪️The Grey Swan at Mid-Year
🦢🌪️The Grey Swan at Mid-Year

June 30, 2026Addison Wiggin

The bull market has continued to reward investors who stayed focused on long-term trends rather than reacting to headline-driven volatility.

Separating the Winners and Losers in the Second Half of 2026
Separating the Winners and Losers in the Second Half of 2026

June 30, 2026Addison Wiggin

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

Bitcoin’s Bottom
Bitcoin’s Bottom

June 29, 2026Addison Wiggin

Stalled legislation and liquidity trends have hit bitcoin hard. And one signal indicates the bottom is setting in for the popular crypto…

Artificial Inflation Whacks The S&P for A Trillion
Artificial Inflation Whacks The S&P for A Trillion

June 26, 2026Addison Wiggin

As investors worry that AI-fueled price increases could complicate the inflation outlook, the market may be misreading what’s coming next…

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