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 26, 2026 • Addison Wiggin
Markets aren’t reacting to headlines — they’re reacting to chokepoints, where energy, debt and geopolitics collide in real time…
March 25, 2026 • Addison Wiggin
March 24, 2026 • Addison Wiggin
March 27, 2026 • Addison Wiggin
With geopolitical tension and election uncertainty building, concentration risk is no longer theoretical — it’s active…
March 26, 2026 • Addison Wiggin
March 25, 2026 • Addison Wiggin
March 24, 2026 • Addison Wiggin
Wall Street is getting louder about recession risks as oil climbs, but markets rarely reward consensus panic.
March 23, 2026 • Addison Wiggin
President Donald Trump ordered a five-day pause on U.S. strikes against Iranian power plants and energy infrastructure, marking the first direct negotiations since the war began on February 28. Now, the clock runs for five days….
March 23, 2026 • Addison Wiggin
Federal Reserve chairman nominee Kevin Warsh aims to slow the money before it spills over. Shrink the $6.6 trillion balance sheet. Stop using the Fed as a a preemptive bailout tool for bad decisions in Washington, D.C. and on Wall Street.
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…
