
July 17, 2026 • Addison Wiggin
Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.

July 16, 2026 • Addison Wiggin

July 15, 2026 • Addison Wiggin

October 13, 2026 • Addison Wiggin
Earnings season has once again started, and Wall Street’s “too big to fail” banks are up in the spotlight.

October 12, 2026 • Addison Wiggin

October 9, 2026 • Addison Wiggin
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
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…
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.
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.
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.
October 5, 2026 • Addison Wiggin
After lagging other parts of the tech space this year, the big names are getting love from investors globally…

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…

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.

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…

September 29, 2026 • Addison Wiggin
With bond yields at decade highs as the AI revolution is sucking up as much capital as possible, the race for capital remains a tight one…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive



























