The Mythos Moment

April 29, 2026Addison Wiggin

The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.

The Mythos Moment
The Great Race Hits Bedrock: A look at how the foundations of AI are in the world of commodities, not the digital realm, with Shad Marquitz.
After seasonal weakness in the early part of 2026, gold’s seasonal preferences are finally starting to kick in...

Midterm elections aren't just about red versus blue — they're about deciding where trillions of taxpayer dollars flow next.

Wars may grab headlines, but it's the trillion-dollar rearmament cycle that could fuel the next wave of winners.

BREAKING NEWS

💰 Warsh, Washington and the Yield Curve

Rapid growth in Treasury bill issuance is tying federal borrowing costs more tightly to short-term interest rates set by the central bank…


The SpaceX IPO May Still Ground the Market

SpaceX has given a masterclass on what to expect from an IPO. But history shows a surge in IPO volume tends to mark near-term market caution.


Bitcoin’s Bottom
Bitcoin’s Bottom

June 29, 2026Addison Wiggin

Stalled legislation and liquidity trends have hit bitcoin hard. And one signal indicates the bottom is setting in for the popular crypto…

Artificial Inflation Whacks The S&P for A Trillion
Artificial Inflation Whacks The S&P for A Trillion

June 26, 2026Addison Wiggin

As investors worry that AI-fueled price increases could complicate the inflation outlook, the market may be misreading what’s coming next…

Party Like It’s 1998
Party Like It’s 1998

June 25, 2026Addison Wiggin

Micron remains a strong AI play, but its volatility highlights growing anxiety over whether AI enthusiasm is racing ahead of reality…

🧠 Idaho, AI, and the New American (Socialist) Experiment

June 24, 2026Addison Wiggin

With Big Tech preparing to spend huge on AI infrastructure, the race to dominate AI is increasingly becoming a race to build right now…


Micron, Micron, Microoon…

June 24, 2026Addison Wiggin

As fears of an “AI bubble” fade from public attention, Micron’s results could reinforce the view that AI-driven growth remains firmly intact.


🎭 Tragedy In The Making

June 23, 2026Addison Wiggin

The Iran negotiations continue to reflect a familiar dynamic in which public posturing masks slower-moving, incremental diplomatic progress.

Failure to Launch
Failure to Launch

June 23, 2026Addison Wiggin

SpaceX’s retreat is rippling across the tech sector, proving that even the market’s hottest story can cool off in a hurry.

🥇 Alan Greenspan and the Warsh Echo
🥇 Alan Greenspan and the Warsh Echo

June 22, 2026Addison Wiggin

Alan Greenspan’s death offers a lens through which to view Kevin Warsh’s effort to reshape the Federal Reserve moving forward…

The “Trade of the Decade” Still Has Room to Run
The “Trade of the Decade” Still Has Room to Run

June 22, 2026Addison Wiggin

The market’s favorite strategy is still “buy the dip,” but blindly chasing expensive tech stocks may be creating more risk than opportunity.

🥊 “A Good Family Fight”
🥊 “A Good Family Fight”

June 18, 2026Addison Wiggin

Investors may not love higher rates, but they finally know where the Federal Reserve stands under Kevin Warsh.

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