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

April 29, 2026 • Addison 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
Bet on the Winners
Bet on the Winners

October 14, 2026 • John Hunt

Before betting on the next big mineral discovery, look beyond the drill results to the people who control the money...

Amid today's market uncertainty, an embattled Treasury and recalcitrant Fed are helping make the case for resource stocks...

Whether it’s a prescription or a supplement, don’t mistake a compelling sales pitch for proof that a treatment works

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.


Seven Ways the AI boom Is Different From 1929 and 1999

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.


The AI Boom Breaks Wall Street
The AI Boom Breaks Wall Street

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…

Gargling the Market’s Bad Breadth
Gargling the Market’s Bad Breadth

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.

Demand for AI “Plumbing” Rises
Demand for AI “Plumbing” Rises

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…

The Great Race for Capital

September 29, 2026 • Addison Wiggin

With bond yields at decade highs as the AI revolution is sucking up as much capital as possible, the race for capital remains a tight one…


He Who Should Really Fear AI

September 28, 2026 • Addison Wiggin

In a financial crisis, banks go first. Ironically, the next one may be triggered by the very speculative items driving the boom.


Fed Governors Stick Their Collective Heads in the Sand

September 25, 2026 • Addison Wiggin

As the wheels start to come off the AI trade, central bankers are seeing no sign of an economic slowdown right now.

IonQ’s Breakthrough Moment
IonQ’s Breakthrough Moment

September 24, 2026 • Addison Wiggin

Quantum computing is moving from theory toward practical applications, creating a potentially significant new opportunity for investors…

Bitcoin’s Breakout
Bitcoin’s Breakout

September 23, 2026 • Addison Wiggin

Bitcoin’s four-year cycle may be turning again, with the crypto reclaiming a key technical level just as the debasement trade picks up steam.

Crunch Time for Oil
Crunch Time for Oil

September 22, 2026 • Addison Wiggin

Global oil reserves are being drained to keep prices contained, but this trend could create a massive supply problem if the crisis drags on.

The Importance of Being Greenland
The Importance of Being Greenland

September 21, 2026 • Addison Wiggin

Trump’s Greenland deal could open the door to a new wave of Western investment in the Arctic’s massive critical-mineral reserves.

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