
July 16, 2026 • Addison Wiggin
From Hayek to Taleb, the thinkers behind Grey Swan taught us that uncertainty is inevitable — and preparation is the only edge.

July 15, 2026 • Addison Wiggin

July 13, 2026 • Addison Wiggin

July 16, 2026 • Addison Wiggin
A modest pullback in margin debt can force selling, and forced selling has a nasty habit of turning a manageable decline into a trapdoor…

July 15, 2026 • Addison Wiggin

July 14, 2026 • Addison Wiggin
July 13, 2026 • Addison Wiggin
A soaring administrative state is exactly what happens as a result of government regulations going into overdrive…
July 10, 2026 • Andrew Packer
This year’s market action feels like 1998. The tech drumbeat marches on. However, the market structure is turning against investors…
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.
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive



























