Greatest Political Experiment of Our Time = Argentina

April 29, 2026Addison Wiggin

Greatest Political Experiment of Our Time = Argentina: A discussion with Joel Bowman about Mieli’s Argentina and what happens next

Greatest Political Experiment of Our Time = Argentina
Greatest Political Experiment of Our Time = Argentina: A discussion with Joel Bowman about Mieli's Argentina and what happens next
The AI rollout needs energy. And nuclear's ability to offer clean, cheap, abundant power makes it a complete no-brainer.

The rise in risk during the AI boom has a familiar smell, but it's not the same odor as the one that permeated the mortgage market in 2008...

Globally, investors are demanding higher compensation to lend to governments. If the trend holds, it will exert further pressure on stocks...

BREAKING NEWS

Legacy of the Grey Swan, Part II

From Hayek to Taleb, the thinkers behind Grey Swan taught us that uncertainty is inevitable — and preparation is the only edge.


The Market Gets Marginally Riskier By the Day

A modest pullback in margin debt can force selling, and forced selling has a nasty habit of turning a manageable decline into a trapdoor…


The Government Ruins Everything It Touches, Health Care Edition
The Government Ruins Everything It Touches, Health Care Edition

July 13, 2026Addison Wiggin

A soaring administrative state is exactly what happens as a result of government regulations going into overdrive…

1998 Redux: Why We’re Entering the Start of a Lost Decade
1998 Redux: Why We’re Entering the Start of a Lost Decade

July 10, 2026Andrew Packer

This year’s market action feels like 1998. The tech drumbeat marches on. However, the market structure is turning against investors…

The Next Wave of the AI Trade Comes for Power
The Next Wave of the AI Trade Comes for Power

July 10, 2026Andrew Packer

With the AI boom still in full swing, soaring data center demand and power needs are creating a surge in growth for electricity…

💥 In The Crack-Up Boom Waiting Room

July 9, 2026Addison Wiggin

The market isn’t in a crack-up boom… yet. But many of the conditions that could produce one are quietly falling into place.


Gold’s Love Trade

July 9, 2026Addison Wiggin

After seasonal weakness in the early part of 2026, gold’s seasonal preferences are finally starting to kick in…


🧨Hot Summer in the Old Republic

July 8, 2026Addison Wiggin

Midterm elections aren’t just about red versus blue — they’re about deciding where trillions of taxpayer dollars flow next.

Still Early Days for Defense Stocks
Still Early Days for Defense Stocks

July 8, 2026Addison Wiggin

Wars may grab headlines, but it’s the trillion-dollar rearmament cycle that could fuel the next wave of winners.

🦅 Monroe’s Map, McKinley’s Tariff and Teddy’s Stick
🦅 Monroe’s Map, McKinley’s Tariff and Teddy’s Stick

July 7, 2026Addison Wiggin

If President Trump’s playbook goes according to plan, NATO’s next chapter may be defined less by speeches than by who foots the bill…

Silver’s Golden Moment
Silver’s Golden Moment

July 7, 2026Addison Wiggin

With no clear end in sight to today’s rampant AI data center demand, silver’s ubiquitous uses make it an attractive asset to explore…

⚽ An Accidental Birth Tourist
⚽ An Accidental Birth Tourist

July 6, 2026Addison Wiggin

A World Cup eligibility twist involving Trump sets the tone for a broader transatlantic tension as Europe grapples with geopolitical tensions.

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