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Beneath the Surface

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

Loading ...Addison 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 Earnings Silver Lining

March 31, 2026 • Addison Wiggin

Markets may be correcting, but earnings haven’t blinked yet. And right now, that’s the only thing holding this together…

The Earnings Silver Lining
Worst. Start. Ever.

March 30, 2026 • Addison Wiggin

Already trading historically sideways through January and February, the markets are now pricing a prolonged spike in energy and natural resources and the uncertainty of war in real time.

Worst. Start. Ever.
The Imperial Highwater Mark

March 30, 2026 • Addison Wiggin

When conflict escalates, capital must choose sides. That’s why Hormuz isn’t just a chokepoint — it’s a confidence test for the global system.

The Imperial Highwater Mark
The Political Pain Index, Part II

March 27, 2026 • Addison Wiggin

The Trump “pain index” just hit extremes, and history says something has to give. The system is under strain — and every asset is reacting…

The Political Pain Index, Part II