Greatest Political Experiment of Our Time = Argentina

April 29, 2026Addison Wiggin

Greatest Political Experiment of Our Time = Argentina: A discussion with Joel Bowman about Mieli’s Argentina and what happens next

Greatest Political Experiment of Our Time = Argentina
Greatest Political Experiment of Our Time = Argentina: A discussion with Joel Bowman about Mieli's Argentina and what happens next
Gold As Money
Gold As Money

July 20, 2026Addison Wiggin

Paper money always looks permanent — right up until it isn't. When confidence in it fades, gold has a habit of becoming interesting again...

Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.

Without Trump, America would still have partisan fights over voting rules. Last night, he became the first to brand it with his name...

BREAKING NEWS

🤖 The Age of Intelligence?

The AI boom rages on. But the second half of 2026 could reveal whether this is a technological revolution or the start of a costly reckoning.


The Government Ruins Everything It Touches, Health Care Edition

A soaring administrative state is exactly what happens as a result of government regulations going into overdrive…


🧨Hot Summer in the Old Republic
🧨Hot Summer in the Old Republic

July 8, 2026Addison Wiggin

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

Still Early Days for Defense Stocks
Still Early Days for Defense Stocks

July 8, 2026Addison Wiggin

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

🦅 Monroe’s Map, McKinley’s Tariff and Teddy’s Stick
🦅 Monroe’s Map, McKinley’s Tariff and Teddy’s Stick

July 7, 2026Addison 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…

Silver’s Golden Moment

July 7, 2026Addison 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…


⚽ An Accidental Birth Tourist

July 6, 2026Addison Wiggin

A World Cup eligibility twist involving Trump sets the tone for a broader transatlantic tension as Europe grapples with geopolitical tensions.


The Leverage To Watch

July 6, 2026Addison Wiggin

In today’s bull market, tense with the uncertainty of a midterm year, the debt load hedge funds are taking on is worth monitoring right now… 

🌏 Xi Jinping Doesn’t “Need” a War
🌏 Xi Jinping Doesn’t “Need” a War

July 3, 2026Addison Wiggin

China’s growing maritime pressure around Taiwan demonstrates economic leverage may be its preferred path to reshaping regional power dynamics.

💰 Warsh, Washington and the Yield Curve
💰 Warsh, Washington and the Yield Curve

July 2, 2026Addison Wiggin

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
The SpaceX IPO May Still Ground the Market

July 2, 2026Addison Wiggin

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.

Two Buy Signals for Gold and Silver
Two Buy Signals for Gold and Silver

July 1, 2026Addison Wiggin

With inflation fears fading and risk appetite surging, precious metals may be setting up as one of the market’s most overlooked opportunities.

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