October 2, 2026 • Addison Wiggin
Shareholder payouts have dropped to a historic low, forcing the crack-up question that most investors don’t know to ask…
October 1, 2026 • Addison Wiggin
The S&P 500 keeps setting records, but a closer look shows a growing share of its stocks are already struggling beneath the surface.
September 30, 2026 • Addison Wiggin
The AI base layer resource beast is as ravenous as ever. And yet, we are seeing plenty more consumption forecast well into 2027…
September 29, 2026 • Addison Wiggin
With bond yields at decade highs as the AI revolution is sucking up as much capital as possible, the race for capital remains a tight one…
