
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

October 13, 2026 • Addison Wiggin
Earnings season has once again started, and Wall Street’s “too big to fail” banks are up in the spotlight.

October 12, 2026 • Addison Wiggin

October 9, 2026 • Addison Wiggin
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…
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.
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.
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.
October 5, 2026 • Addison Wiggin
After lagging other parts of the tech space this year, the big names are getting love from investors globally…
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…

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.

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…

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…

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



























