Clarity and the Fate of Dollar 2.0

April 29, 2026Addison Wiggin

Clarity and the Fate of Dollar 2.0 with Grey Swan Contributor Mark Jeftovic ahead of key crypto legislation.

Clarity and the Fate of Dollar 2.0
Clarity and the Fate of Dollar 2.0 with Grey Swan Contributor Mark Jeftovic ahead of key crypto legislation.
Beneath the surface of today's market chaos, a limited-time opportunity is shaping up in a corner of the market most investors don't explore.

From AI spending to the rise of stablecoins, a surprising economic theory from nearly a century ago may explain what's happening today.

If it were a move in just one stock, it could possibly be explained as its own story. Right now, the AI trade is levitating the entire market.

BREAKING NEWS

🏁 The Great Race, Restated

Many investors feel disoriented today due to interpreting new developments through a framework built for the age of “The Great Race.”


The AI Narrative Is Keeping the Market Soaring

By many metrics, stocks are overextended. But the way investors are piling into AI stocks shows it’s still a “buy the rumor, and hype” moment.


The Semiconductor Parabola Won’t End Well
The Semiconductor Parabola Won’t End Well

May 27, 2026Addison Wiggin

It’s an ideal time to take some profits on semiconductor holdings. The easy money has been made. Now the hard part is about to begin.

🦢 The Great Race and the Return of Hard Money
🦢 The Great Race and the Return of Hard Money

May 26, 2026Addison Wiggin

Talk of a “gold reset” keeps resurfacing. The renewed attention says more about rising macro anxiety than any sort of formal shift underway.

The Market’s Big “Risk-On!” Bet
The Market’s Big “Risk-On!” Bet

May 26, 2026Addison Wiggin

Markets are charging higher on a wave of optimism and borrowed money, but history shows leverage cuts both ways once the cycle turns.

The Second Most Powerful Man in Washington

May 22, 2026Addison Wiggin

According to central casting, the two most powerful men in the Trump administration are in place, locked and loaded…


Market Risk Rising

May 22, 2026Addison Wiggin

Throughout the AI revolution, the market has increasingly concentrated risk into Big Tech. And it exceeds historic levels by a large measure.


The Great Race: A Quick Peek Behind the Scenes

May 21, 2026Addison Wiggin

Five major market signals are indicating this environment is different… but not in the way you are expecting.

Nvidia’s Dirty Little Secret
Nvidia’s Dirty Little Secret

May 21, 2026Addison Wiggin

While markets are hitting dot-com-era valuations, we’re still not seeing a clear end in sight to earnings slowing down right now…

Inflation Heats Up
Inflation Heats Up

May 20, 2026Addison Wiggin

Sticky inflation creates a challenging investment environment. And right now, sentiment is through the roof. We’ll see what changes first…

As Tech Cools, Two Market Sectors Stand Out
As Tech Cools, Two Market Sectors Stand Out

May 19, 2026Addison Wiggin

Given the hefty run in tech stocks, a breather in those stocks is likely — making conditions ripe for two particular sectors to push higher.

Wall Street’s Largest Margins
Wall Street’s Largest Margins

May 18, 2026Addison Wiggin

While investors chase AI winners, a separate group of stocks may offer the better risk/reward setup as profit margins quietly surge…

From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive

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