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
Market rotation has been fueled by hopes for lower borrowing costs, a resilient domestic economy… and easing inflation.

A disciplined insurer with strong reserves, conservative investments and sober risk management can become a quiet compounder in any market...

The AI boom rages on. But the second half of 2026 could reveal whether this is a technological revolution or the start of a costly reckoning.

BREAKING NEWS

🧨Hot Summer in the Old Republic

Midterm elections aren’t just about red versus blue — they’re about deciding where trillions of taxpayer dollars flow next.


Still Early Days for Defense Stocks

Wars may grab headlines, but it’s the trillion-dollar rearmament cycle that could fuel the next wave of winners.


🌏 Xi Jinping Doesn’t “Need” a War
🌏 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
💰 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

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

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

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
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
🏠 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
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…

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

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