From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
December 3, 2025 • Addison Wiggin
A conversation with John Robb, Grey Swan Contributor, on the war with Iran and geopolitical effects in the age of networked warfare.
April 2, 2026 • Addison Wiggin
Politicians talk. Markets often discount any potential follow-through or just ignore them altogether. But Trump isn’t like other politicians.
March 31, 2026 • Addison Wiggin
March 30, 2026 • Addison Wiggin
April 2, 2026 • Andrew Packer
With private credit infecting the entire financial system, the contagion is proving as hard to “contain” as subprime mortgages in 2007…
March 31, 2026 • Andrew Packer
March 30, 2026 • Addison Wiggin
March 27, 2026 • Addison Wiggin
The Trump “pain index” just hit extremes, and history says something has to give. The system is under strain — and every asset is reacting…
March 27, 2026 • Addison Wiggin
With geopolitical tension and election uncertainty building, concentration risk is no longer theoretical — it’s active…
March 26, 2026 • Addison Wiggin
Markets aren’t reacting to headlines — they’re reacting to chokepoints, where energy, debt and geopolitics collide in real time…
March 26, 2026 • Addison Wiggin
Washington state’s new millionaire tax triggered a swift backlash — with capital and high-profile names heading for the exits…
March 25, 2026 • Addison Wiggin
War over the Strait and Trump’s new Grand Alliance with the House of Saud puts the petrodollar in the crosshairs…
March 25, 2026 • Addison Wiggin
The market just spotted its first cockroach in private credit, and history says that’s when the real panic begins…
March 24, 2026 • Addison Wiggin
The future of war isn’t about firepower alone — it’s about cost curves, production speed, and who adapts fastest.
March 24, 2026 • Addison Wiggin
Wall Street is getting louder about recession risks as oil climbs, but markets rarely reward consensus panic.
March 23, 2026 • Addison Wiggin
President Donald Trump ordered a five-day pause on U.S. strikes against Iranian power plants and energy infrastructure, marking the first direct negotiations since the war began on February 28. Now, the clock runs for five days….
March 23, 2026 • Addison Wiggin
Federal Reserve chairman nominee Kevin Warsh aims to slow the money before it spills over. Shrink the $6.6 trillion balance sheet. Stop using the Fed as a a preemptive bailout tool for bad decisions in Washington, D.C. and on Wall Street.
