The End of Pax Americana

Addison Wiggin / December 6, 2024

The shift from globalization back to nation states sets to upend many nations, including those that have benefitted from being U.S. allies. Turmoil in France and South Korea this week could be a prelude to a bigger global instability.

The End of Pax Americana
South Korea’s flirtation with martial law risks long-term capital flight, and indicates America’s waning defense and economic influence.
Saving Grace
Saving Grace

Bill Bonner / December 6, 2024

Prior attempts to rein in government spending have led to few genuine government cuts. It's doubtful the latest attempt will be any different.

You’ll Want to Mark “This” Date Down
Our latest research video is live. In it, we look at one of the most important charts in finance today, and why it indicates trouble.

Anatomy of a Bust
The next crisis may be building up now, even as markets continue to set new highs. And, once again, it may center around the banks.

BREAKING NEWS

Trump’s Gambit, or Opening Strong With The Dollar
Trump’s Gambit, or Opening Strong With The Dollar

Addison Wiggin / December 2, 2024

Trump’s declaration of a trade war against attempts to form a “BRICS Buck” may be the most important policy of his second term. But is it all a bluff?

Recession Watch: Bad News From Around the World
Recession Watch: Bad News From Around the World

John Rubino / December 2, 2024

The global economy is showing signs of slowing, from manufacturing in Germany and China, to the U.S. housing market.

Media “Polls” or Cold, Hard Cash?
Media “Polls” or Cold, Hard Cash?

Addison Wiggin / November 27, 2024

The polls created the appearance of a close, horse-race of an election. The betting markets however, saw the truth. And one trader nabbed an $85 million payday off the results.

About that “Government Efficiency”

James Hickman / November 26, 2024

Attempts to reduce government spending have been met with failure, and this time may not prove any different. DOGE has a shot, however, and we won’t know the results for some time.


The Maddening of Crowds

Addison Wiggin / November 26, 2024

Trade war talk is on the rise as Trump unveils his new tariff plan. Markets don’t care about the potential costs, for now. But with stocks at lofty valuations, the real costs of a trade war, once started, could finally give the market a reason to pause.


How a French Whale Made $85 Million off Trump’s Win

Andrew Packer / November 26, 2024

Donald Trump’s election win may not have been a huge surprise, as most polling showed a dead heat. But one trader bet heavy on Trump’s win. How? By looking at an alternative set of data.

The “Widowmaker” Energy Trade
The “Widowmaker” Energy Trade

Addison Wiggin / November 25, 2024

Energy has been a lackluster trade for 2024, and natural gas looks set to get worse. But, in the years ahead, it could be a surprise winner. That’s because production may be close to peaking, which could finally start to push prices higher amid an insatiable demand for energy amid the AI boom.

The Shale Gas Revolution Is Dead … Here’s What To Do Now
The Shale Gas Revolution Is Dead … Here’s What To Do Now

Dominic Frisby / November 25, 2024

Natural gas is down and out right now, and may face a bleak winter for investors. But the years following look bullish as investors look to build up energy sources.

The Market’s Diverging Paths
The Market’s Diverging Paths

Addison Wiggin / November 22, 2024

As the market heads higher thanks to the AI boom, some value investors are taking profits and moving to cash. But Warren Buffett’s big cash position may not be because of an imminent market correction.

What’s up with Buffett and his $325 Billion Pile of Cash?
What’s up with Buffett and his $325 Billion Pile of Cash?

James Hickman / November 22, 2024

Warren Buffett has been selling while stocks have soared this year. Is this a sign of market danger, or something else? His public statements give a clue.

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

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