Archive - The Global Guru

Small Caps Are Crushing the Market. Is This Finally Their Moment?

For years, Wall Street strategists kept promising the same thing.

15 hrs ago

The Overlooked Cash Machine Hiding in America’s Dashboards

Behind the familiar dashboard button sits a subscription media empire generating billions in recurring revenue across satellite radio, streaming…

15 hrs ago

AI Can’t Time the Market. That May Be Good News for Investors.

I’ve tightened the repetition, strengthened the opening and ending, added the historical comparison, and made the due-diligence prompt more resistant to…

Jul 13

China’s AI Stocks Are Cheap. But Are They Cheap for a Reason?

In 2005, China was the most obvious investment story in the world.

Jul 8

AI Won't Destroy This $10 Trillion Industry—It Could Supercharge It

The First AI Trade Was Obvious

Jul 6

The Market Is Expensive. But Bulls Have One Powerful Argument.

There is one number keeping Wall Street bulls calm right now.

Jul 1

Forget AI: This Quiet Healthcare Cash Machine Has a 99 Rating, Zero Debt, and Is About to Break Out

This quiet essential-services operator sits in the background of the healthcare system, doing the unglamorous work facilities cannot skip: keeping rooms…

Jul 1

June 2026

Forget Nvidia. The Next AI Trade Is Hiding in the Power Grid.

During the California Gold Rush, the men who made the most reliable fortunes were not the miners.

Jun 29

Michael Saylor’s Bitcoin Machine Works — Until the Music Stops

Never confuse brains with a bull market

Jun 26

The “End of America” Story Is Back. Don’t Fall for It

This morning, I woke up, poured myself a coffee and opened the Financial Times.

Jun 24

Warren Buffett Can’t Beat the Market Anymore. Here’s Why.

Berkshire’s Problem Is Not Talent. It Is Size.

Jun 22

Sell Your Underwear to Buy More Shares

Manias, markets, and the people who start them

Published on The Bubble Blog • Jun 19

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