Clarity and the Fate of Dollar 2.0

April 29, 2026Addison Wiggin

Living & Investing Internationally

Clarity and the Fate of Dollar 2.0
Clarity and the Fate of Dollar 2.0 with Grey Swan Contributor Mark Jeftovic ahead of key crypto legislation.
AI players are increasingly turning to one particular energy source. But demand is continuing to outstrip new supplies coming online...

Just as Darth Vader kept changing the deal, regulators and index providers are rewriting IPO rules ahead of SpaceX's market debut...

By many metrics, stocks are overextended. But the way investors are piling into AI stocks shows it's still a “buy the rumor, and hype” moment.

BREAKING NEWS

🦢 The Great Race and the Return of Hard Money

Talk of a “gold reset” keeps resurfacing. The renewed attention says more about rising macro anxiety than any sort of formal shift underway.


The Semiconductor Parabola Won’t End Well

It’s an ideal time to take some profits on semiconductor holdings. The easy money has been made. Now the hard part is about to begin.


Nvidia’s Dirty Little Secret
Nvidia’s Dirty Little Secret

May 21, 2026Addison Wiggin

While markets are hitting dot-com-era valuations, we’re still not seeing a clear end in sight to earnings slowing down right now…

Inflation Heats Up
Inflation Heats Up

May 20, 2026Addison Wiggin

Sticky inflation creates a challenging investment environment. And right now, sentiment is through the roof. We’ll see what changes first…

As Tech Cools, Two Market Sectors Stand Out
As Tech Cools, Two Market Sectors Stand Out

May 19, 2026Addison Wiggin

Given the hefty run in tech stocks, a breather in those stocks is likely — making conditions ripe for two particular sectors to push higher.

Wall Street’s Largest Margins

May 18, 2026Addison Wiggin

While investors chase AI winners, a separate group of stocks may offer the better risk/reward setup as profit margins quietly surge…


Debt, Demographics and the Great Race

May 15, 2026Addison Wiggin

Trump’s global reset tour stop in Beijing gives us a chance to step back and examine the big picture amid heightened geopolitical tensions…


Treasury Bond Yields Hit 2007 Highs

May 15, 2026Addison Wiggin

The risk/reward equation around earnings season has shifted sharply, as downside reactions now vastly upside from positive surprises…

XI, Warsh, Clarity, Tether and Gold
XI, Warsh, Clarity, Tether and Gold

May 14, 2026Addison Wiggin

Xi Jinping rolled out the pageantry in Beijing, but beneath the ceremony the same hard-edged U.S.-China negotiations remain unresolved.

Dollar 2.0 Is About to Go Into Overdrive
Dollar 2.0 Is About to Go Into Overdrive

May 14, 2026Andrew Packer

The shift toward blockchain-based finance could create faster, cheaper and always-open global markets for trading tokenized assets.

The China America Built
The China America Built

May 13, 2026Addison Wiggin

All eyes are on the Trump-Xi summit as investors look for signals on tariffs, technology, and the future of U.S.-China relations.

An Inflationary Surge for Power
An Inflationary Surge for Power

May 13, 2026Addison Wiggin

Electricity is up 50% over the past five years, with more demand on the way as more data centers go online…

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