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

Peaking interest rates, a seasonal rebound and a surprising historical midterm artifact are setting the market up for a bullish run

The bond market has taken a beating, but after yields moved too far, too fast, it may be time to look for opportunity.

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.


One Early Sign Bond Yields Are Peaking

With Treasury yields at their highest levels in decades, bond investors are getting paid to wait for a potential market turning point.


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
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
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

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

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.

Fed Governors Stick Their Collective Heads in the Sand
Fed Governors Stick Their Collective Heads in the Sand

September 25, 2026 • Addison Wiggin

As the wheels start to come off the AI trade, central bankers are seeing no sign of an economic slowdown right now.

IonQ’s Breakthrough Moment
IonQ’s Breakthrough Moment

September 24, 2026 • Addison Wiggin

Quantum computing is moving from theory toward practical applications, creating a potentially significant new opportunity for investors…

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

Market Watch
MSN Money
CNN Money
The Wall Street Journal
Business Week
Reuters
Sundance
CNBC
FOX Business
USA Today
The Economist
Financial Times
Forbes
Benzinga
Yahoo Finance
Dot Dash