BREAKING NEWS
May 14, 2026 • Addison Wiggin
Xi Jinping rolled out the pageantry in Beijing, but beneath the ceremony the same hard-edged U.S.-China negotiations remain unresolved.
May 13, 2026 • Addison Wiggin
May 12, 2026 • Andrew Packer
May 15, 2026 • Addison Wiggin
The risk/reward equation around earnings season has shifted sharply, as downside reactions now vastly upside from positive surprises…
May 14, 2026 • Andrew Packer
May 13, 2026 • Addison Wiggin
May 12, 2026 • Addison Wiggin
While the U.S. is developing a small modular reactor market, China is leading the way in large-scale reactor construction…
May 11, 2026 • Andrew Packer
Copper recently hit new highs, even while gold and silver continue to consolidate. And history shows exactly how setups like this play out…
May 7, 2026 • Andrew Packer
China is still dominating rare earth production, but the global outlook for resource production is undergoing a dramatic shift right now…
May 6, 2026 • Andrew Packer
The AI trade is expanding beyond chips, with data center infrastructure and commodities emerging as the next plays…
May 5, 2026 • Addison Wiggin
After a sharp sell-off, crypto assets are surging. And if more regulatory clarity is established, they could soar even higher from here…
May 4, 2026 • Addison Wiggin
Equity exposure is approaching levels last seen during the 2021 speculative frenzy, signaling a market leaning toward excess optimism.
May 1, 2026 • Addison Wiggin
A looming showdown involving Trump and the Fed could spark a market shift that most investors are completely overlooking…
May 1, 2026 • Addison Wiggin
Should Kevin Warsh be confirmed and persuade the Fed board to his point of view, the playbook on the table reflects that of the 1990s…
April 30, 2026 • Addison Wiggin
Still awaiting confirmation, Fed chair nominee Kevin Warsh is channeling a strategy we haven’t seen since the 1996 to 1997 tech boom…
April 30, 2026 • Addison Wiggin
Despite the uncertainty surrounding the conflict in Iran, traders are betting big on oil prices staying “higher for longer”…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
