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
Without Trump, America would still have partisan fights over voting rules. Last night, he became the first to brand it with his name...

From Hayek to Taleb, the thinkers behind Grey Swan taught us that uncertainty is inevitable — and preparation is the only edge.

A modest pullback in margin debt can force selling, and forced selling has a nasty habit of turning a manageable decline into a trapdoor...

BREAKING NEWS

1998 Redux: Why We’re Entering the Start of a Lost Decade

This year’s market action feels like 1998. The tech drumbeat marches on. However, the market structure is turning against investors…


The Next Wave of the AI Trade Comes for Power

With the AI boom still in full swing, soaring data center demand and power needs are creating a surge in growth for electricity…


🦅 Monroe’s Map, McKinley’s Tariff and Teddy’s Stick
🦅 Monroe’s Map, McKinley’s Tariff and Teddy’s Stick

July 7, 2026Addison Wiggin

If President Trump’s playbook goes according to plan, NATO’s next chapter may be defined less by speeches than by who foots the bill…

Silver’s Golden Moment
Silver’s Golden Moment

July 7, 2026Addison Wiggin

With no clear end in sight to today’s rampant AI data center demand, silver’s ubiquitous uses make it an attractive asset to explore…

⚽ 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

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

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
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
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…

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

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