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
As Wall Street waits on Alphabet's earnings, one valuation metric is flashing a warning that echoes the excesses of the dot-com era...

There are plenty of ways to trade stocks. But some of the best investment opportunities today include income-producing energy plays...

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...

BREAKING NEWS

🤖 The Age of Intelligence?

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.


Gas Prices Douse Inflation Fears

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


The Next Wave of the AI Trade Comes for Power
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…

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

July 8, 2026Addison Wiggin

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


🦅 Monroe’s Map, McKinley’s Tariff and Teddy’s Stick

July 7, 2026Addison Wiggin

If President Trump’s playbook goes according to plan, NATO’s next chapter may be defined less by speeches than by who foots the bill…


Silver’s Golden Moment

July 7, 2026Addison Wiggin

With no clear end in sight to today’s rampant AI data center demand, silver’s ubiquitous uses make it an attractive asset to explore…

⚽ An Accidental Birth Tourist
⚽ An Accidental Birth Tourist

July 6, 2026Addison Wiggin

A World Cup eligibility twist involving Trump sets the tone for a broader transatlantic tension as Europe grapples with geopolitical tensions.

The Leverage To Watch
The Leverage To Watch

July 6, 2026Addison Wiggin

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… 

🌏 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…

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

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