The End of Pax Americana
Addison Wiggin / December 6, 2024
The shift from globalization back to nation states sets to upend many nations, including those that have benefitted from being U.S. allies. Turmoil in France and South Korea this week could be a prelude to a bigger global instability.
Bill Bonner / December 6, 2024
Addison Wiggin / December 5, 2024
Addison Wiggin / December 4, 2024
BREAKING NEWS
Addison Wiggin / December 2, 2024
Trump’s declaration of a trade war against attempts to form a “BRICS Buck” may be the most important policy of his second term. But is it all a bluff?
John Rubino / December 2, 2024
The global economy is showing signs of slowing, from manufacturing in Germany and China, to the U.S. housing market.
Addison Wiggin / November 27, 2024
The polls created the appearance of a close, horse-race of an election. The betting markets however, saw the truth. And one trader nabbed an $85 million payday off the results.
James Hickman / November 26, 2024
Attempts to reduce government spending have been met with failure, and this time may not prove any different. DOGE has a shot, however, and we won’t know the results for some time.
Addison Wiggin / November 26, 2024
Trade war talk is on the rise as Trump unveils his new tariff plan. Markets don’t care about the potential costs, for now. But with stocks at lofty valuations, the real costs of a trade war, once started, could finally give the market a reason to pause.
Andrew Packer / November 26, 2024
Donald Trump’s election win may not have been a huge surprise, as most polling showed a dead heat. But one trader bet heavy on Trump’s win. How? By looking at an alternative set of data.
Addison Wiggin / November 25, 2024
Energy has been a lackluster trade for 2024, and natural gas looks set to get worse. But, in the years ahead, it could be a surprise winner. That’s because production may be close to peaking, which could finally start to push prices higher amid an insatiable demand for energy amid the AI boom.
Dominic Frisby / November 25, 2024
Natural gas is down and out right now, and may face a bleak winter for investors. But the years following look bullish as investors look to build up energy sources.
Addison Wiggin / November 22, 2024
As the market heads higher thanks to the AI boom, some value investors are taking profits and moving to cash. But Warren Buffett’s big cash position may not be because of an imminent market correction.
James Hickman / November 22, 2024
Warren Buffett has been selling while stocks have soared this year. Is this a sign of market danger, or something else? His public statements give a clue.
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
