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.
