The Mythos Moment

April 29, 2026Addison Wiggin

The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.

The Mythos Moment
The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.
This year’s market action feels like 1998. The tech drumbeat marches on. However, the market structure is turning against investors...

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

The market isn't in a crack-up boom... yet. But many of the conditions that could produce one are quietly falling into place.

BREAKING NEWS

⚽ An Accidental Birth Tourist

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

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… 


🦢🌪️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…

Bitcoin’s Bottom
Bitcoin’s Bottom

June 29, 2026Addison Wiggin

Stalled legislation and liquidity trends have hit bitcoin hard. And one signal indicates the bottom is setting in for the popular crypto…

Artificial Inflation Whacks The S&P for A Trillion

June 26, 2026Addison Wiggin

As investors worry that AI-fueled price increases could complicate the inflation outlook, the market may be misreading what’s coming next…


🏠 The American Dream Gets a Roommate

June 25, 2026Addison Wiggin

Housing as a proxy for “affordability” in the U.S. presents a real challenge for the Federal Reserve and Treasury in this new regime…


Party Like It’s 1998

June 25, 2026Addison Wiggin

Micron remains a strong AI play, but its volatility highlights growing anxiety over whether AI enthusiasm is racing ahead of reality…

🧠 Idaho, AI, and the New American (Socialist) Experiment
🧠 Idaho, AI, and the New American (Socialist) Experiment

June 24, 2026Addison Wiggin

With Big Tech preparing to spend huge on AI infrastructure, the race to dominate AI is increasingly becoming a race to build right now…

Micron, Micron, Microoon…
Micron, Micron, Microoon…

June 24, 2026Addison Wiggin

As fears of an “AI bubble” fade from public attention, Micron’s results could reinforce the view that AI-driven growth remains firmly intact.

🎭 Tragedy In The Making
🎭 Tragedy In The Making

June 23, 2026Addison Wiggin

The Iran negotiations continue to reflect a familiar dynamic in which public posturing masks slower-moving, incremental diplomatic progress.

Failure to Launch
Failure to Launch

June 23, 2026Addison Wiggin

SpaceX’s retreat is rippling across the tech sector, proving that even the market’s hottest story can cool off in a hurry.

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