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
Shareholder payouts have dropped to a historic low, forcing the crack-up question that most investors don’t know to ask...

The S&P 500 keeps setting records, but a closer look shows a growing share of its stocks are already struggling beneath the surface.

The AI base layer resource beast is as ravenous as ever. And yet, we are seeing plenty more consumption forecast well into 2027...

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.


Crunch Time for Oil
Crunch Time for Oil

September 22, 2026 • Addison Wiggin

Global oil reserves are being drained to keep prices contained, but this trend could create a massive supply problem if the crisis drags on.


The Contrarian Case for Gold as Yields Rise
The Contrarian Case for Gold as Yields Rise

September 17, 2026 • Addison Wiggin

Heightened global demand, geopolitical chaos and the debasement trade are overpowering the textbook “higher rates are bad for gold” argument.

Another Critical Element In Danger
Another Critical Element In Danger

September 16, 2026 • Addison Wiggin

The AI boom depends on more than chips and data centers, and a helium shortage could add another constraint to the technology buildout…

A New Contender For Trade of the Decade
A New Contender For Trade of the Decade

September 15, 2026 • Addison Wiggin

With the market obsession over AI, a contrarian trade is lurking in another beat-down, misunderstood, hated asset class.

A Golden Opportunity In Health Care

September 14, 2026 • Addison Wiggin

The next phase of the AI revolution could reward companies using AI to improve everything from drug discovery to back-office operations…


Housing Shortage? Hardly.

September 11, 2026 • Addison Wiggin

The dollar may be losing purchasing power, but housing prices aren’t getting the memo because buyers can’t afford the financing…


Bessent’s Three-Part Gambit

September 10, 2026 • Addison Wiggin

Bessent lost round one with the bond vigilantes, but he could take another route involving the world’s most heavily shorted major currency…

The Sapporo Strategy
The Sapporo Strategy

September 9, 2026 • Addison Wiggin

Like the development of AI applications, the Sapporo model relies on allied capacity rather than on a single state-directed machine…

Dollar “Debasement” Meet AI Buildout… Play Nice!
Dollar “Debasement” Meet AI Buildout… Play Nice!

September 8, 2026 • Addison Wiggin

When other countries weaken their own currencies alongside the dollar, the result can become a global race toward lower purchasing power…

Inflation Pressure Begins With Shippers
Inflation Pressure Begins With Shippers

September 4, 2026 • Addison Wiggin

A surge in the cost of moving raw materials could be the latest sign that persistent inflation is building throughout the global supply chain.

Fertilizer Sows Inflation
Fertilizer Sows Inflation

September 3, 2026 • Addison Wiggin

Fertilizer sits beneath the crops. And right now, it’s moving first. This breakout is one worth watching — and potentially worth investing in.

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