Living & Investing Internationally

April 29, 2026Addison Wiggin

Living & Investing Internationally

Living & Investing Internationally
Living & Investing Internationally
By many metrics, stocks are overextended. But the way investors are piling into AI stocks shows it's still a “buy the rumor, and hype” moment.

Many investors feel disoriented today due to interpreting new developments through a framework built for the age of "The Great Race."

The drawdown in oil supplies is reaching critical levels. If conditions don’t change within a few weeks, prices could or will spike higher...

BREAKING NEWS

The Second Most Powerful Man in Washington

According to central casting, the two most powerful men in the Trump administration are in place, locked and loaded…


The Market’s Big “Risk-On!” Bet

Markets are charging higher on a wave of optimism and borrowed money, but history shows leverage cuts both ways once the cycle turns.


Inflation Heats Up
Inflation Heats Up

May 20, 2026Addison Wiggin

Sticky inflation creates a challenging investment environment. And right now, sentiment is through the roof. We’ll see what changes first…

As Tech Cools, Two Market Sectors Stand Out
As Tech Cools, Two Market Sectors Stand Out

May 19, 2026Addison Wiggin

Given the hefty run in tech stocks, a breather in those stocks is likely — making conditions ripe for two particular sectors to push higher.

Wall Street’s Largest Margins
Wall Street’s Largest Margins

May 18, 2026Addison Wiggin

While investors chase AI winners, a separate group of stocks may offer the better risk/reward setup as profit margins quietly surge…

Treasury Bond Yields Hit 2007 Highs

May 15, 2026Addison Wiggin

The risk/reward equation around earnings season has shifted sharply, as downside reactions now vastly upside from positive surprises…


XI, Warsh, Clarity, Tether and Gold

May 14, 2026Addison Wiggin

Xi Jinping rolled out the pageantry in Beijing, but beneath the ceremony the same hard-edged U.S.-China negotiations remain unresolved.


Dollar 2.0 Is About to Go Into Overdrive

May 14, 2026Andrew Packer

The shift toward blockchain-based finance could create faster, cheaper and always-open global markets for trading tokenized assets.

The China America Built
The China America Built

May 13, 2026Addison Wiggin

All eyes are on the Trump-Xi summit as investors look for signals on tariffs, technology, and the future of U.S.-China relations.

An Inflationary Surge for Power
An Inflationary Surge for Power

May 13, 2026Addison Wiggin

Electricity is up 50% over the past five years, with more demand on the way as more data centers go online…

Around the World in Four Commodities
Around the World in Four Commodities

May 12, 2026Andrew Packer

Real-world challenges are on the rise amid the fear-inducing headlines coming out of the conflict in Iran…

Now Attractive: The Uranium Side of the AI Story
Now Attractive: The Uranium Side of the AI Story

May 12, 2026Addison Wiggin

While the U.S. is developing a small modular reactor market, China is leading the way in large-scale reactor construction…

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

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