BREAKING NEWS
May 12, 2026 • Andrew Packer
Real-world challenges are on the rise amid the fear-inducing headlines coming out of the conflict in Iran…
May 1, 2026 • Addison Wiggin
April 30, 2026 • Addison Wiggin
May 13, 2026 • Addison Wiggin
Electricity is up 50% over the past five years, with more demand on the way as more data centers go online…
May 11, 2026 • Andrew Packer
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
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
Despite the uncertainty surrounding the conflict in Iran, traders are betting big on oil prices staying “higher for longer”…
April 29, 2026 • Addison Wiggin
The Treasury and Fed sit on both sides of the same equation. Right now, the men managing them are running out of time to line things up…
April 29, 2026 • Addison Wiggin
Wall Street’s lofty forecasts for earnings growth won’t last forever, so it’s crucial for investors to enjoy it while it lasts…
April 28, 2026 • Addison Wiggin
Oil disruptions, bond market fears and voter anxiety are colliding in our recent examination of the 2026 economic outlook…
April 28, 2026 • Addison Wiggin
Popular economic surveys suggest the average consumer is struggling, but price data show that overall consumer spending is up…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
