From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
December 3, 2025 • Addison Wiggin
A conversation with John Robb, Grey Swan Contributor, on the war with Iran and geopolitical effects in the age of networked warfare.
March 25, 2026 • Addison Wiggin
War over the Strait and Trump’s new Grand Alliance with the House of Saud puts the petrodollar in the crosshairs…
March 24, 2026 • Addison Wiggin
March 23, 2026 • Addison Wiggin
March 25, 2026 • Addison Wiggin
The market just spotted its first cockroach in private credit, and history says that’s when the real panic begins…
March 24, 2026 • Addison Wiggin
March 23, 2026 • Addison Wiggin
March 20, 2026 • Addison Wiggin
Kevin Warsh is calling for a “Modern Treasury-Fed Accord” to shrink the Fed’s balance sheet and end its role as a market backstop.
March 20, 2026 • Addison Wiggin
Crypto markets have been under pressure since October, but fund flows suggest investors are stepping back in ahead of potential CLARITY Act clarity.
March 19, 2026 • Addison Wiggin
America just crossed $39 trillion in debt—and the pace is only accelerating. At the same time, inflation is creeping back, the Fed is holding firm, and geopolitical tensions are pushing oil higher. The result: a market caught between mounting pressure and surprising resilience.
March 19, 2026 • Addison Wiggin
While there may be a short-term breakdown in gold prices, several indicators show it’s still worth adding to your own stash right now…
March 18, 2026 • Addison Wiggin
The stakes are high for the country that prints the world’s reserve currency and chooses to go to war. Perhaps, an unwinnable one against a Mosaic Defense.
March 18, 2026 • Addison Wiggin
That earnings calls are buzzing with questions about AI is a good sign investors are trying to be realistic about the tech’s capabilities…
March 17, 2026 • Addison Wiggin
The market’s headline indexes have held their ground, relatively speaking, among all the Persian Gulf hand-wringing. But it’s worth a closer look at what’s causing this unique setup…
March 17, 2026 • Addison Wiggin
The problems in private credit aren’t going away – they’re compounding. For now, the market is more focused on Iran and oil than private credit. But the trouble compounds.
March 16, 2026 • Addison Wiggin
With the United States conducting what the Pentagon politely calls an “operation” against Iranian military infrastructure, markets have had every reason to be panicky. Instead, the past week delivered something subtler…
March 16, 2026 • Addison Wiggin
Gold has been consolidating after a powerful multiyear rally. Yet with America’s gold reserves equal to only about 3% of federal debt, the metal could still have significant upside ahead.
