The Mythos Moment

April 29, 2026Addison Wiggin

The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.

The Mythos Moment
The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.
With the AI boom still in full swing, soaring data center demand and power needs are creating a surge in growth for electricity...

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

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

BREAKING NEWS

🌏 Xi Jinping Doesn’t “Need” a War

China’s growing maritime pressure around Taiwan demonstrates economic leverage may be its preferred path to reshaping regional power dynamics.


The Leverage To Watch

In today’s bull market, tense with the uncertainty of a midterm year, the debt load hedge funds are taking on is worth monitoring right now… 


Separating the Winners and Losers in the Second Half of 2026
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

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

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…


🧠 Idaho, AI, and the New American (Socialist) Experiment

June 24, 2026Addison Wiggin

With Big Tech preparing to spend huge on AI infrastructure, the race to dominate AI is increasingly becoming a race to build right now…

Micron, Micron, Microoon…
Micron, Micron, Microoon…

June 24, 2026Addison Wiggin

As fears of an “AI bubble” fade from public attention, Micron’s results could reinforce the view that AI-driven growth remains firmly intact.

🎭 Tragedy In The Making
🎭 Tragedy In The Making

June 23, 2026Addison Wiggin

The Iran negotiations continue to reflect a familiar dynamic in which public posturing masks slower-moving, incremental diplomatic progress.

Failure to Launch
Failure to Launch

June 23, 2026Addison Wiggin

SpaceX’s retreat is rippling across the tech sector, proving that even the market’s hottest story can cool off in a hurry.

🥇 Alan Greenspan and the Warsh Echo
🥇 Alan Greenspan and the Warsh Echo

June 22, 2026Addison Wiggin

Alan Greenspan’s death offers a lens through which to view Kevin Warsh’s effort to reshape the Federal Reserve moving forward…

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