
July 15, 2026 • Addison Wiggin
Further confessions of (another) newsletter man…

July 13, 2026 • Addison Wiggin

July 15, 2026 • Addison Wiggin
Market rotation has been fueled by hopes for lower borrowing costs, a resilient domestic economy… and easing inflation.

July 14, 2026 • Addison Wiggin
July 10, 2026 • Andrew Packer
With the AI boom still in full swing, soaring data center demand and power needs are creating a surge in growth for electricity…
July 9, 2026 • Addison Wiggin
The market isn’t in a crack-up boom… yet. But many of the conditions that could produce one are quietly falling into place.
July 9, 2026 • Addison Wiggin
After seasonal weakness in the early part of 2026, gold’s seasonal preferences are finally starting to kick in…
July 8, 2026 • Addison Wiggin
Midterm elections aren’t just about red versus blue — they’re about deciding where trillions of taxpayer dollars flow next.
July 8, 2026 • Addison Wiggin
Wars may grab headlines, but it’s the trillion-dollar rearmament cycle that could fuel the next wave of winners.
July 7, 2026 • Addison 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…

July 7, 2026 • Addison 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…

July 6, 2026 • Addison Wiggin
A World Cup eligibility twist involving Trump sets the tone for a broader transatlantic tension as Europe grapples with geopolitical tensions.

July 6, 2026 • Addison 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…

July 3, 2026 • Addison Wiggin
China’s growing maritime pressure around Taiwan demonstrates economic leverage may be its preferred path to reshaping regional power dynamics.
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive





























