The Resource Reset: 5 New Tickers for the Next Phase of the Commodity Boom

April 29, 2026Addison Wiggin

The Resource Reset: 5 New Tickers for the Next Phase of the Commodity Boom

The Resource Reset: 5 New Tickers for the Next Phase of the Commodity Boom
The Resource Reset: 5 New Tickers for the Next Phase of the Commodity Boom
The next phase of the AI boom won't be decided by who builds the fastest chips, but by who can keep them powered.

Even retail investors are now increasingly skeptical of the AI space, particularly its cash flow. And rightly so...

The backlash against data centers is seeping into the midterm election year. But the real issue is energy production and grid capacity...

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.


Gold As Money
Gold As Money

July 20, 2026Addison Wiggin

Paper money always looks permanent — right up until it isn’t. When confidence in it fades, gold has a habit of becoming interesting again…


Gas Prices Douse Inflation Fears
Gas Prices Douse Inflation Fears

July 15, 2026Addison Wiggin

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

Bank Earnings and Where To Invest
Bank Earnings and Where To Invest

July 14, 2026Addison Wiggin

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

🤖 The Age of Intelligence?
🤖 The Age of Intelligence?

July 13, 2026Addison Wiggin

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.

The Government Ruins Everything It Touches, Health Care Edition

July 13, 2026Addison Wiggin

A soaring administrative state is exactly what happens as a result of government regulations going into overdrive…


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

July 10, 2026Andrew Packer

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

July 10, 2026Andrew Packer

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

💥 In The Crack-Up Boom Waiting Room
💥 In The Crack-Up Boom Waiting Room

July 9, 2026Addison Wiggin

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

Gold’s Love Trade
Gold’s Love Trade

July 9, 2026Addison Wiggin

After seasonal weakness in the early part of 2026, gold’s seasonal preferences are finally starting to kick in…

🧨Hot Summer in the Old Republic
🧨Hot Summer in the Old Republic

July 8, 2026Addison Wiggin

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
Still Early Days for Defense Stocks

July 8, 2026Addison Wiggin

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

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

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