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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.

 

Bank Earnings and Where To Invest

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…

Bank Earnings and Where To Invest
🤖 The Age of Intelligence?

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.

🤖 The Age of Intelligence?
The Government Ruins Everything It Touches, Health Care Edition

July 13, 2026 • Addison Wiggin

A soaring administrative state is exactly what happens as a result of government regulations going into overdrive…

The Government Ruins Everything It Touches, Health Care Edition
1998 Redux: Why We’re Entering the Start of a Lost Decade

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…

1998 Redux: Why We’re Entering the Start of a Lost Decade