How We’re Positioning the Model Portfolio for the Midterm Election and 2027
April 29, 2026 • Addison Wiggin
How We’re Positioning the Model Portfolio for the Midterm Election and 2027
BREAKING NEWS
August 12, 2026 • Addison Wiggin
At this stage, it’s a stock picker’s market.
We expect space, robotics and some more visible tech startups to remain sources of speculation. After weakness in the first half of 2026, we’re also due for a strong rotation of capital into natural resources, precious metals, critical minerals and energy.
August 11, 2026 • Addison Wiggin
August 10, 2026 • Addison Wiggin
August 7, 2026 • Addison Wiggin
Debts and deficits will eventually cause a crisis. Treasury Secretary Scott Bessent’s effort to help bail out the Japanese Yen this week is entirely motivated by self-preservation. The contagion signal flashing in Japanese bonds since late ‘25 is infecting the BOJ, which may be forced to sell U.S. Treasurys to stabilize its own currency.
August 6, 2026 • Addison Wiggin
The copper price is no doubt benefiting from inflation driven by money printing. But the doc don’t lie. Copper’s new all-time highs, while gold and silver still languish, are a sign the AI growth story is also that of the global economy itself.
August 5, 2026 • Addison Wiggin
Many miners were profitable with gold around $2,000 and silver near $50. At sustained prices closer to $4,000 gold and $60 silver, the arithmetic changes dramatically.
August 4, 2026 • Addison Wiggin
The stock market is getting an unexpected boost to kick off August, bucking the historically weak summer session for the U.S. stock market.
What’s happening? The Bank of Japan and the U.S. Treasury are making a coordinated effort to support Japanese yen; a move last attempted nearly 30 years in the height of the Asian Financial contagion (1998).
August 3, 2026 • Addison Wiggin
Global opportunities aside, the US stock market’s stealthy reset of sectors outside the complex AI trade means solid U.S. companies are offering attractive entry prices, particularly in energy, rare earths and critical minerals.
July 31, 2026 • Addison Wiggin
The next phase of the AI boom won’t be decided by who builds the fastest chips, but by who can keep them powered.
July 30, 2026 • Addison Wiggin
Even retail investors are now increasingly skeptical of the AI space, particularly its cash flow. And rightly so…
July 29, 2026 • Addison Wiggin
The backlash against data centers is seeping into the midterm election year. But the real issue is energy production and grid capacity…
July 28, 2026 • Addison Wiggin
The AI rollout needs energy. And nuclear’s ability to offer clean, cheap, abundant power makes it a complete no-brainer.
July 27, 2026 • Addison Wiggin
The rise in risk during the AI boom has a familiar smell, but it’s not the same odor as the one that permeated the mortgage market in 2008…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
