The Intelligence Revolution: Live Longer, Work Smarter… Then What?

April 29, 2026 • Addison Wiggin

The Intelligence Revolution: Live Longer, Work Smarter… Then What? A conversation with Zoltan Istvan

The Intelligence Revolution: Live Longer, Work Smarter… Then What?
The Intelligence Revolution: Live Longer, Work Smarter... Then What? A conversation with Zoltan Istvan
After leading stocks for most of 2026, the sell-off in the semiconductor space has taken off. But there’s another key component to the story.

Uranium is one of many oversold sectors. But when commodity stocks get oversold, the move higher tends to be strong...

Nobody Voted For This
Nobody Voted For This

October 20, 2026 • John Hunt

The dollar’s unique position as a fiat currency serving as the global reserve currency, cloaking dysfunctional government spending.

BREAKING NEWS

Legacy of the Grey Swan, The Middle Years, Part II

Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.


Real Assets Beat Sticky Inflation

Amid today’s market uncertainty, an embattled Treasury and recalcitrant Fed are helping make the case for resource stocks…


The 9 Ps of Prescriptions, Potions and Pills
The 9 Ps of Prescriptions, Potions and Pills

October 13, 2026 • John Hunt

Whether it’s a prescription or a supplement, don’t mistake a compelling sales pitch for proof that a treatment works

Just Print Up Some Electrical Transformers
Just Print Up Some Electrical Transformers

October 12, 2026 • John Hunt

From targeted sabotage to an all-out conflict, a handful of attacks on critical transformers could trigger a prolonged power crisis…

Personal AI Makes a Strong Debut
Personal AI Makes a Strong Debut

October 9, 2026 • Addison Wiggin

Most people still use AI as little more than a search engine, but Big Tech is betting big that consumers are ready for something more…

The AI Résistance Du Jour

October 8, 2026 • Addison Wiggin

Big Tech may have the money to build AI data centers, but it still needs voters and local governments to let them.


Seven Ways the AI boom Is Different From 1929 and 1999

October 7, 2026 • Addison Wiggin

AI has the technology hype of 1999 and the capital intensity of 1929 — but the real risk may be hiding in the financing behind the boom.


Bessent’s “Squeeze Play” Is Still On

October 6, 2026 • Addison Wiggin

Treasurys have been battered for years, but their sky-high yields may finally be giving contrarian investors a reason to buy the dip.

Capital Flows Back into the Mag 7
Capital Flows Back into the Mag 7

October 5, 2026 • Addison Wiggin

After lagging other parts of the tech space this year, the big names are getting love from investors globally…

The AI Boom Breaks Wall Street
The AI Boom Breaks Wall Street

October 2, 2026 • Addison Wiggin

Shareholder payouts have dropped to a historic low, forcing the crack-up question that most investors don’t know to ask…

Gargling the Market’s Bad Breadth
Gargling the Market’s Bad Breadth

October 1, 2026 • Addison Wiggin

The S&P 500 keeps setting records, but a closer look shows a growing share of its stocks are already struggling beneath the surface.

Demand for AI “Plumbing” Rises
Demand for AI “Plumbing” Rises

September 30, 2026 • Addison Wiggin

The AI base layer resource beast is as ravenous as ever. And yet, we are seeing plenty more consumption forecast well into 2027…

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

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