
July 17, 2026 • Addison Wiggin
Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.

July 16, 2026 • Addison Wiggin

July 15, 2026 • Addison Wiggin

October 14, 2026 • Addison Wiggin
Amid today’s market uncertainty, an embattled Treasury and recalcitrant Fed are helping make the case for resource stocks…

October 13, 2026 • Addison Wiggin

October 12, 2026 • Addison Wiggin
October 13, 2026 • John Hunt
Whether it’s a prescription or a supplement, don’t mistake a compelling sales pitch for proof that a treatment works
October 12, 2026 • John Hunt
From targeted sabotage to an all-out conflict, a handful of attacks on critical transformers could trigger a prolonged power crisis…
October 9, 2026 • Addison Wiggin
Most people still use AI as little more than a search engine, but Big Tech is betting big that consumers are ready for something more…
October 8, 2026 • Addison Wiggin
Big Tech may have the money to build AI data centers, but it still needs voters and local governments to let them.
October 7, 2026 • Addison Wiggin
AI has the technology hype of 1999 and the capital intensity of 1929 — but the real risk may be hiding in the financing behind the boom.
October 6, 2026 • Addison Wiggin
Treasurys have been battered for years, but their sky-high yields may finally be giving contrarian investors a reason to buy the dip.

October 5, 2026 • Addison Wiggin
After lagging other parts of the tech space this year, the big names are getting love from investors globally…

October 2, 2026 • Addison Wiggin
Shareholder payouts have dropped to a historic low, forcing the crack-up question that most investors don’t know to ask…

October 1, 2026 • Addison Wiggin
The S&P 500 keeps setting records, but a closer look shows a growing share of its stocks are already struggling beneath the surface.

September 30, 2026 • Addison Wiggin
The AI base layer resource beast is as ravenous as ever. And yet, we are seeing plenty more consumption forecast well into 2027…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive



























