Donald Trump is about to unleash an evolution in quantum energy production. How? By following the path set by Richard Nixon when he was President over 50 years ago.
Donald Trump is about to unleash an evolution in quantum energy production. How? By following the path set by Richard Nixon when he was President over 50 years ago.
July 3, 2025 • Addison Wiggin
The genius of the American experiment is that it allows for course correction — but only if we remember our role. Not as subjects, but as stewards.
Your role, good sir or wise gentle lady, is to continue doing what you’ve always done: managing your affairs with clear eyes and a steady hand, educating those who’ll carry the torch, and resisting the ever-present temptation to comply just for comfort’s sake.
Yes, the government will grow. Yes, the financial world may turn inside out before breakfast — possibly before your second cup of coffee. But you still have the right to think. To choose. To invest in your own way.
July 3, 2025 • Addison Wiggin
For now, the mixed economic data means stocks will likely trend higher, until there’s a crisis. And when there is a crisis, the Fed will finally make its move and aggressively cut rates.
And, for now, bond yields are still near their highest level in 15 years. Bond yields, even on U.S. Treasury bonds, are over the rate of inflation.
In short, it’s not a bad time to lock in bond yields now – which will go lower during a crisis, pushing bond prices higher. And in a crisis, today’s high-flying stocks, driven by retail investors with a fear of missing out – could easily get crushed.
July 3, 2025 • Addison Wiggin
Markets are humming, policy dazzles, but beneath the gloss — tech booms, liquidity surges, digital currencies — the very foundations of money, governance, and investor sentiment are cracking, realigning, even smoldering.
The post-World War II Pax Americana isn’t evolving; it’s being dismantled rather quickly.
What’s emerging is accompanied by a load of distraction and showmanship. So it’s important to focus on the actual events taking place right now that are going to affect your portfolio this year.
And, we can’t overstate this, the changes that are actually happening right now to your money.
Today, digital dollars masquerade as cash, tariffs are cloaked as protection, AI layoffs spun as productivity, private assets packaged as democratized. And yet, none of it matters if the final pillar — confidence — crumbles.
When belief falters, no trumpet of “seismic event” grants you shelter.
July 2, 2025 • Andrew Packer
Private equity tends to perform better than the stock market, provided you do so over time.
Private credit, a newer asset class but a rapidly growing one, also shows strong returns, as well as relatively high current income.
And if you have a retirement account, chances are you’re willing to think long-term.
Win-win, right? Not necessarily.
First, these new funds would also come with an incentive structure similar to investing in a hedge fund. That includes a higher fee than a market index ETF – think 2% compared to 0.1% (or less).
Plus, many of these funds have a hurdle rate attached to them as well. Once they clear 5% returns – which, with private credit, can be easily cleared by making deals with cash returns over 5% – additional incentive fees may kick in.
