
July 17, 2026 • Addison Wiggin
Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.

July 16, 2026 • Addison Wiggin

July 15, 2026 • Addison Wiggin

July 20, 2026 • Addison 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…

July 17, 2026 • Addison Wiggin

July 16, 2026 • Addison Wiggin
July 15, 2026 • Addison Wiggin
Market rotation has been fueled by hopes for lower borrowing costs, a resilient domestic economy… and easing inflation.
July 14, 2026 • Addison Wiggin
A disciplined insurer with strong reserves, conservative investments and sober risk management can become a quiet compounder in any market…
July 13, 2026 • Addison 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.
July 13, 2026 • Addison Wiggin
A soaring administrative state is exactly what happens as a result of government regulations going into overdrive…
July 10, 2026 • Andrew Packer
This year’s market action feels like 1998. The tech drumbeat marches on. However, the market structure is turning against investors…
July 10, 2026 • Andrew Packer
With the AI boom still in full swing, soaring data center demand and power needs are creating a surge in growth for electricity…

July 9, 2026 • Addison 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.

July 9, 2026 • Addison Wiggin
After seasonal weakness in the early part of 2026, gold’s seasonal preferences are finally starting to kick in…

July 8, 2026 • Addison Wiggin
Midterm elections aren’t just about red versus blue — they’re about deciding where trillions of taxpayer dollars flow next.

July 8, 2026 • Addison 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



























