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Beneath the Surface

Jerome Powell 1, Trump 0… Your Move, Mr. Trump

Addison WigginAddison Wiggin

July 29, 2025 • 6 second read


Jerome Powell 1, Trump 0… Your Move, Mr. Trump

Over the weekend, urgent developments ahead of the Fed’s Wednesday rate decision prompted us to call a special investor summit.

 


The Progressive Perversion of the Lexicon

November 13, 2026 • John Hunt

Progressives learned long ago that you don’t have to win an argument if you can simply redefine the words.

The Progressive Perversion of the Lexicon
Stanley Druckenmiller Drew a Line at 5.5%

November 13, 2026 • Addison Wiggin

Regardless of what’s happening in stocks, the same long bond can be a good buy for a retiree and an expensive obligation for everyone else.

Stanley Druckenmiller Drew a Line at 5.5%
Tech Down, Dollar Up – For Now

November 13, 2026 • Addison Wiggin

The same uncertainty driving investors out of speculative assets is sending them toward dollars and Treasury securities.

Tech Down, Dollar Up – For Now
Silicon Valley and Washington Are Beggin’ the Same Lenders for Money

November 12, 2026 • Addison Wiggin

Behind the drama unfolding at Nvidia, Big Tech is borrowing to keep the AI buildout chugging along just as the Treasury needs trillions.

Silicon Valley and Washington Are Beggin’ the Same Lenders for Money