The Intelligence Revolution: Live Longer, Work Smarter… Then What?

April 29, 2026Addison Wiggin

The Intelligence Revolution: Live Longer, Work Smarter… Then What? A conversation with Zoltan Istvan

The Intelligence Revolution: Live Longer, Work Smarter… Then What?
The Intelligence Revolution: Live Longer, Work Smarter... Then What? A conversation with Zoltan Istvan
The AI boom depends on more than chips and data centers, and a helium shortage could add another constraint to the technology buildout...

With the market obsession over AI, a contrarian trade is lurking in another beat-down, misunderstood, hated asset class.

The next phase of the AI revolution could reward companies using AI to improve everything from drug discovery to back-office operations...

BREAKING NEWS

Legacy of the Grey Swan, The Middle Years, Part II

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


Fertilizer Sows Inflation

Fertilizer sits beneath the crops. And right now, it’s moving first. This breakout is one worth watching — and potentially worth investing in.


Spooky Season Arrives Early for Midterms
Spooky Season Arrives Early for Midterms

August 31, 2026Addison Wiggin

October gets a bad rap, but September is the market’s worst-performing month… at its worst during midterm years.

The Savings Rate Plummets, Again
The Savings Rate Plummets, Again

August 28, 2026Addison Wiggin

The savings rate is collapsing just as inflation keeps chipping away at purchasing power, tempting consumers to chase returns at any cost…

The Debasement Trade Means a Great Setup For Natural Gas
The Debasement Trade Means a Great Setup For Natural Gas

August 27, 2026Addison Wiggin

Traders often call the natural gas trade “the widowmaker.” But during the “debasement age,” it’s worth a quick trade in an industry leader…

The Next Epic Short Squeeze Play?

August 26, 2026Addison Wiggin

The Treasury market is loaded with short sellers, and Scott Bessent may be preparing to turn that crowded trade against them…


Why You Don’t Own Enough Hard Assets

August 25, 2026Addison Wiggin

A growing share of fund managers now believe gold is undervalued, signaling a sharp shift toward hard assets.


Anatomy of A Debt Crisis

August 24, 2026Addison Wiggin

The bond market matters regardless of what’s happening in the stock market. And that’s why traders are reaching for non-government money.

The Shock Return of the “Debasement Trade”
The Shock Return of the “Debasement Trade”

August 21, 2026Addison Wiggin

A seemingly innocuous $2 billion Treasury announcement… economic warfare in Iran… and boom! A $1.3 trillion move in gold and silver.

Teaser Rates on U.S. Debt Are About to Expire
Teaser Rates on U.S. Debt Are About to Expire

August 20, 2026Addison Wiggin

America’s debt load is colliding with higher borrowing costs and weaker Treasury demand, creating a mess that’s getting harder to ignore.

What To When Wall Street Goes “All-in”
What To When Wall Street Goes “All-in”

August 19, 2026Addison Wiggin

Wall Street is all-in on stocks just as the world’s oil safety net is running dangerously thin. And that’s a combination worth watching…

Oil’s Hidden Winner
Oil’s Hidden Winner

August 18, 2026Addison Wiggin

A rare, perhaps short-lived, opportunity is shaping up in the energy sector. And investors who aren’t paying attention will miss out…

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

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