
July 17, 2026 • Addison Wiggin
Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.

July 16, 2026 • Addison Wiggin

July 15, 2026 • Addison Wiggin

September 4, 2026 • Addison Wiggin
A surge in the cost of moving raw materials could be the latest sign that persistent inflation is building throughout the global supply chain.

September 3, 2026 • Addison Wiggin

September 2, 2026 • Addison Wiggin
September 1, 2026 • Addison Wiggin
As the Japanese bond goes, so goes the U.S. Treasury. At least, that’s the playbook Treasury Secretary Scott Bessent is playing from…
August 31, 2026 • Addison Wiggin
October gets a bad rap, but September is the market’s worst-performing month… at its worst during midterm years.
August 28, 2026 • Addison Wiggin
The savings rate is collapsing just as inflation keeps chipping away at purchasing power, tempting consumers to chase returns at any cost…
August 27, 2026 • Addison Wiggin
Traders often call the natural gas trade “the widowmaker.” But during the “debasement age,” it’s worth a quick trade in an industry leader…
August 26, 2026 • Addison Wiggin
The Treasury market is loaded with short sellers, and Scott Bessent may be preparing to turn that crowded trade against them…
August 25, 2026 • Addison Wiggin
A growing share of fund managers now believe gold is undervalued, signaling a sharp shift toward hard assets.

August 24, 2026 • Addison Wiggin
The bond market matters regardless of what’s happening in the stock market. And that’s why traders are reaching for non-government money.

August 21, 2026 • Addison Wiggin
A seemingly innocuous $2 billion Treasury announcement… economic warfare in Iran… and boom! A $1.3 trillion move in gold and silver.

August 20, 2026 • Addison Wiggin
America’s debt load is colliding with higher borrowing costs and weaker Treasury demand, creating a mess that’s getting harder to ignore.

August 19, 2026 • Addison Wiggin
Wall Street is all-in on stocks just as the world’s oil safety net is running dangerously thin. And that’s a combination worth watching…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive



























