How We’re Positioning the Model Portfolio for the Midterm Election and 2027
April 29, 2026 • Addison Wiggin
How We’re Positioning the Model Portfolio for the Midterm Election and 2027
BREAKING NEWS
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
Many miners were profitable with gold around $2,000 and silver near $50. At sustained prices closer to $4,000 gold and $60 silver, the arithmetic changes dramatically.
August 4, 2026 • Addison Wiggin
August 3, 2026 • Addison Wiggin
July 31, 2026 • Addison Wiggin
The next phase of the AI boom won’t be decided by who builds the fastest chips, but by who can keep them powered.
July 30, 2026 • Addison Wiggin
Even retail investors are now increasingly skeptical of the AI space, particularly its cash flow. And rightly so…
July 29, 2026 • Addison Wiggin
The backlash against data centers is seeping into the midterm election year. But the real issue is energy production and grid capacity…
July 28, 2026 • Addison Wiggin
The AI rollout needs energy. And nuclear’s ability to offer clean, cheap, abundant power makes it a complete no-brainer.
July 27, 2026 • Addison Wiggin
The rise in risk during the AI boom has a familiar smell, but it’s not the same odor as the one that permeated the mortgage market in 2008…
July 24, 2026 • Addison Wiggin
Globally, investors are demanding higher compensation to lend to governments. If the trend holds, it will exert further pressure on stocks…
July 22, 2026 • Addison Wiggin
As Wall Street waits on Alphabet’s earnings, one valuation metric is flashing a warning that echoes the excesses of the dot-com era…
July 21, 2026 • Andrew Packer
There are plenty of ways to trade stocks. But some of the best investment opportunities today include income-producing energy plays…
July 20, 2026 • Addison Wiggin
Paper money always looks permanent — right up until it isn’t. When confidence in it fades, gold has a habit of becoming interesting again…
July 17, 2026 • Addison Wiggin
Without Trump, America would still have partisan fights over voting rules. Last night, he became the first to brand it with his name…
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