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Midterm Reckoning
The battle for control of Congress is entering its final stretch and the stakes extend well beyond Election Day. In this month’s briefing, Jim Rickards examines the competing political and economic ideologies shaping the 2026 midterms and what a shift in power could mean for government policy, the economy and markets. Senior Analyst Dan Amoss then breaks down the potential investment implications and what investors should be watching as November approaches.
The ASTS Launch Nobody Chartered a Bus For
AST SpaceMobile’s latest launch was almost boring. That’s the point. Ray breaks down the progress in satellites, spectrum, funding, and the path to commercial service.
What If $42 Trillion Is Better Than $40 Trillion?
Scott Bessent has a plan for America’s $40 trillion debt burden. But the debt-to-GDP math reveals an uncomfortable role for inflation.
An AI Just Designed a Cancer Drug That Worked
An AI just designed a personalized cancer drug from a patient's own tumor -- and beat the best treatment we have in a Phase 3 trial. Ray Blanco breaks down what it means and what comes next.
Defense Giants Are Drone Shopping
Zach Scheidt says widespread defense spending could fuel a wave of drone-industry buyouts — and how unusual options activity may point to the next opportunity.
Europe’s 3 NEW Rivieras
Right now, the ultra-wealthy are quietly creating the next Monaco, Cannes and Genoa — Rivieras for a new generation. And in the latest RETA call for Paradigm Press members, Ronan identifies three up-and-coming seaside destinations that seem on the verge of a real estate boom. Get full details on each, including your best chances for getting in ahead of the crowd!
The Great Cosmic Convergence of 2026
A rare convergence of historical, mathematical and celestial cycles suggests August 2026 may become one of the most important market inflection points in years.
Operation Escalation
As the Iran war enters a dangerous new phase, Jim Rickards explains why diplomacy may have reached its limits and how investors should position their portfolios.
IBM: One Bad Quarter. One Big Opportunity
IBM just dropped 27% after a mainframe miss, and Wall Street is calling it a death sentence. The last time the Street was this wrong about IBM, the stock outperformed the S&P 500 by 11.5x in five years — and the setup today looks even better.
My Meeting With Netflix's Founder
Senior Analyst Dan Amoss looks back on his 2005 meeting with Netflix founder Reed Hastings, when Wall Street had all but written the company off and its future streaming business was valued at virtually nothing. He reveals what Netflix’s stunning rise can teach investors about market expectations—and why today’s AI boom may be setting investors up for the opposite mistake.