The Mythos Moment

April 29, 2026Addison Wiggin

The Mythos Moment: Reviewing the latest developments in the world of AI with Grey Swan contributor Ian King.

The Mythos Moment
The Mythos Moment: Reviewing the latest developments in the world of AI with Grey Swan contributor Ian King.
In today's bull market, tense with the uncertainty of a midterm year, the debt load hedge funds are taking on is worth monitoring right now... 

China's growing maritime pressure around Taiwan demonstrates economic leverage may be its preferred path to reshaping regional power dynamics.

Rapid growth in Treasury bill issuance is tying federal borrowing costs more tightly to short-term interest rates set by the central bank...

BREAKING NEWS

🏠 The American Dream Gets a Roommate

Housing as a proxy for “affordability” in the U.S. presents a real challenge for the Federal Reserve and Treasury in this new regime…


Artificial Inflation Whacks The S&P for A Trillion

As investors worry that AI-fueled price increases could complicate the inflation outlook, the market may be misreading what’s coming next…


Failure to Launch
Failure to Launch

June 23, 2026Addison Wiggin

SpaceX’s retreat is rippling across the tech sector, proving that even the market’s hottest story can cool off in a hurry.

🥇 Alan Greenspan and the Warsh Echo
🥇 Alan Greenspan and the Warsh Echo

June 22, 2026Addison Wiggin

Alan Greenspan’s death offers a lens through which to view Kevin Warsh’s effort to reshape the Federal Reserve moving forward…

The “Trade of the Decade” Still Has Room to Run
The “Trade of the Decade” Still Has Room to Run

June 22, 2026Addison Wiggin

The market’s favorite strategy is still “buy the dip,” but blindly chasing expensive tech stocks may be creating more risk than opportunity.

🥊 “A Good Family Fight”

June 18, 2026Addison Wiggin

Investors may not love higher rates, but they finally know where the Federal Reserve stands under Kevin Warsh.


SpaceX’s Real IPO Test Comes In August

June 18, 2026Addison Wiggin

If you’re buying SpaceX today, you’re buying a hot potato. If you plan to hold your shares, buckle up. You’re in for a wild ride…


Warsh to Rock the Boat – Just Not Yet

June 17, 2026Addison Wiggin

Historical fears accompany Kevin Warsh as he takes the helm at the Fed Chair, but history shows they’re overblown…

🥇 Should You Buy Gold At This Price?
🥇 Should You Buy Gold At This Price?

June 16, 2026Addison Wiggin

Central banks are buying gold at the fastest pace in decades, providing a powerful long-term tailwind even after bullion’s historic run.

Greed Stocks Outpace Dot-Coms By A Long Shot
Greed Stocks Outpace Dot-Coms By A Long Shot

June 16, 2026Addison Wiggin

AI may be changing the world, but investor psychology never changes — and today’s chip-stock frenzy carries echoes of past market manias.

🛢️ Trump’s Super Deal Meets The Triffin Dilemma
🛢️ Trump’s Super Deal Meets The Triffin Dilemma

June 15, 2026Addison Wiggin

Trump’s Iran ceasefire announcement lands amid skepticism, while the deeper story remains a global capital shift.

“Supply and Demand”: 1; “Buy the Rumor, Sell the News”: 0
“Supply and Demand”: 1; “Buy the Rumor, Sell the News”: 0

June 15, 2026Addison Wiggin

Strong fundamentals are giving commodities a long-term edge over tech stocks, as the Great Race continues to play out…

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