The Intelligence Revolution: Live Longer, Work Smarter… Then What?

April 29, 2026 • Addison Wiggin

The Intelligence Revolution: Live Longer, Work Smarter… Then What? A conversation with Zoltan Istvan

The Intelligence Revolution: Live Longer, Work Smarter… Then What?
The Intelligence Revolution: Live Longer, Work Smarter... Then What? A conversation with Zoltan Istvan
Nobody Voted For This
Nobody Voted For This

October 20, 2026 • John Hunt

The dollar’s unique position as a fiat currency serving as the global reserve currency, cloaking dysfunctional government spending.

The AI buildout has reached historic proportions. As a consequence, everyone’s already in the pool… and borrowing more to swim extra laps...

Bank stocks have suffered their longest losing streak since 2008, but the latest earnings suggest the sector could be ready for a rebound.

BREAKING NEWS

Legacy of the Grey Swan, The Middle Years, Part II

Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.


As Bank Earnings Unfold, We’re Watching Gold

Earnings season has once again started, and Wall Street’s “too big to fail” banks are up in the spotlight.


Just Print Up Some Electrical Transformers
Just Print Up Some Electrical Transformers

October 12, 2026 • John Hunt

From targeted sabotage to an all-out conflict, a handful of attacks on critical transformers could trigger a prolonged power crisis…

The AI Résistance Du Jour
The AI Résistance Du Jour

October 8, 2026 • Addison Wiggin

Big Tech may have the money to build AI data centers, but it still needs voters and local governments to let them.

Seven Ways the AI boom Is Different From 1929 and 1999
Seven Ways the AI boom Is Different From 1929 and 1999

October 7, 2026 • Addison Wiggin

AI has the technology hype of 1999 and the capital intensity of 1929 — but the real risk may be hiding in the financing behind the boom.

Bessent’s “Squeeze Play” Is Still On

October 6, 2026 • Addison Wiggin

Treasurys have been battered for years, but their sky-high yields may finally be giving contrarian investors a reason to buy the dip.


Capital Flows Back into the Mag 7

October 5, 2026 • Addison Wiggin

After lagging other parts of the tech space this year, the big names are getting love from investors globally…


The AI Boom Breaks Wall Street

October 2, 2026 • Addison Wiggin

Shareholder payouts have dropped to a historic low, forcing the crack-up question that most investors don’t know to ask…

Gargling the Market’s Bad Breadth
Gargling the Market’s Bad Breadth

October 1, 2026 • Addison Wiggin

The S&P 500 keeps setting records, but a closer look shows a growing share of its stocks are already struggling beneath the surface.

Demand for AI “Plumbing” Rises
Demand for AI “Plumbing” Rises

September 30, 2026 • Addison Wiggin

The AI base layer resource beast is as ravenous as ever. And yet, we are seeing plenty more consumption forecast well into 2027…

The Great Race for Capital
The Great Race for Capital

September 29, 2026 • Addison Wiggin

With bond yields at decade highs as the AI revolution is sucking up as much capital as possible, the race for capital remains a tight one…

He Who Should Really Fear AI
He Who Should Really Fear AI

September 28, 2026 • Addison Wiggin

In a financial crisis, banks go first. Ironically, the next one may be triggered by the very speculative items driving the boom.

From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive

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