How We’re Positioning the Model Portfolio for the Midterm Election and 2027
April 29, 2026 • Addison Wiggin
How We’re Positioning the Model Portfolio for the Midterm Election and 2027
BREAKING NEWS
July 17, 2026 • Addison Wiggin
Behind every successful investment thesis is a healthy dose of skepticism and a willingness to ask uncomfortable questions.
July 16, 2026 • Addison Wiggin
July 15, 2026 • Addison Wiggin
July 22, 2026 • Addison Wiggin
As Wall Street waits on Alphabet’s earnings, one valuation metric is flashing a warning that echoes the excesses of the dot-com era…
July 21, 2026 • Andrew Packer
July 20, 2026 • Addison Wiggin
July 17, 2026 • Addison Wiggin
Without Trump, America would still have partisan fights over voting rules. Last night, he became the first to brand it with his name…
July 16, 2026 • Addison Wiggin
A modest pullback in margin debt can force selling, and forced selling has a nasty habit of turning a manageable decline into a trapdoor…
July 15, 2026 • Addison Wiggin
Market rotation has been fueled by hopes for lower borrowing costs, a resilient domestic economy… and easing inflation.
July 14, 2026 • Addison Wiggin
A disciplined insurer with strong reserves, conservative investments and sober risk management can become a quiet compounder in any market…
July 13, 2026 • Addison Wiggin
The AI boom rages on. But the second half of 2026 could reveal whether this is a technological revolution or the start of a costly reckoning.
July 13, 2026 • Addison Wiggin
A soaring administrative state is exactly what happens as a result of government regulations going into overdrive…
July 10, 2026 • Andrew Packer
This year’s market action feels like 1998. The tech drumbeat marches on. However, the market structure is turning against investors…
July 10, 2026 • Andrew Packer
With the AI boom still in full swing, soaring data center demand and power needs are creating a surge in growth for electricity…
July 9, 2026 • Addison Wiggin
The market isn’t in a crack-up boom… yet. But many of the conditions that could produce one are quietly falling into place.
July 9, 2026 • Addison Wiggin
After seasonal weakness in the early part of 2026, gold’s seasonal preferences are finally starting to kick in…
From the creators of The Daily Reckoning, I.O.U.S.A, Empire of Debt and The Daily Missive
