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
America at 250: A conversation with Mark Skousen on the American experiment and our bright future on Earth and among the stars.
April 6, 2026 • Addison Wiggin
Inflation is proving more persistent than expected, as the Strait of Hormuz remains the center of global attention amid the ongoing Iran war.
April 2, 2026 • Addison Wiggin
March 31, 2026 • Addison Wiggin
April 6, 2026 • Addison Wiggin
For over a decade, global financial markets depended on the “yen carry trade.” Now, soaring Japanese bond yields threaten global liquidity…
April 3, 2026 • Addison Wiggin
April 2, 2026 • Andrew Packer
March 31, 2026 • Andrew Packer
Markets may be correcting, but earnings haven’t blinked yet. And right now, that’s the only thing holding this together…
March 30, 2026 • Addison Wiggin
Already trading historically sideways through January and February, the markets are now pricing a prolonged spike in energy and natural resources and the uncertainty of war in real time.
March 30, 2026 • Addison Wiggin
When conflict escalates, capital must choose sides. That’s why Hormuz isn’t just a chokepoint — it’s a confidence test for the global system.
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.
