BREAKING NEWS
May 13, 2026 • Addison 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.
May 12, 2026 • Andrew Packer
May 1, 2026 • Addison Wiggin
May 13, 2026 • Addison Wiggin
Electricity is up 50% over the past five years, with more demand on the way as more data centers go online…
May 11, 2026 • Andrew Packer
May 7, 2026 • Andrew Packer
China is still dominating rare earth production, but the global outlook for resource production is undergoing a dramatic shift right now…
May 6, 2026 • Andrew Packer
The AI trade is expanding beyond chips, with data center infrastructure and commodities emerging as the next plays…
May 5, 2026 • Addison Wiggin
After a sharp sell-off, crypto assets are surging. And if more regulatory clarity is established, they could soar even higher from here…
May 4, 2026 • Addison Wiggin
Equity exposure is approaching levels last seen during the 2021 speculative frenzy, signaling a market leaning toward excess optimism.
May 1, 2026 • Addison Wiggin
Should Kevin Warsh be confirmed and persuade the Fed board to his point of view, the playbook on the table reflects that of the 1990s…
April 30, 2026 • Addison Wiggin
Still awaiting confirmation, Fed chair nominee Kevin Warsh is channeling a strategy we haven’t seen since the 1996 to 1997 tech boom…
April 30, 2026 • Addison Wiggin
Despite the uncertainty surrounding the conflict in Iran, traders are betting big on oil prices staying “higher for longer”…
April 29, 2026 • Addison Wiggin
The Treasury and Fed sit on both sides of the same equation. Right now, the men managing them are running out of time to line things up…
April 29, 2026 • Addison Wiggin
Wall Street’s lofty forecasts for earnings growth won’t last forever, so it’s crucial for investors to enjoy it while it lasts…
April 28, 2026 • Addison Wiggin
Oil disruptions, bond market fears and voter anxiety are colliding in our recent examination of the 2026 economic outlook…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
