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The S&P 500 Is a Great Index — and a Terrible Portfolio
For most of the past decade, investing felt easy.
20 hrs ago
4
1
AI Is Turning Big Tech Into Capital-Heavy Utilities
Why shareholders may be footing the bill for Silicon Valley’s next great boom
Feb 11
10
2
Japan Just Quietly Became the World’s Most Underrated Equity Market
For most of my investing career, Japan was the market that disappointed on schedule.
Feb 10
12
1
2
Why Amazon’s AI Spending Scare Could Be a Once-a-Decade Opportunity
When Amazon announced plans to spend roughly $200 billion on AI-related capital expenditure, the market’s verdict was swift—and brutal.
Feb 9
13
2
This boring utility is quietly sitting on one of the most compelling hidden AI assets on the market
A fortress with hidden upside
Feb 4
6
1
Ranked: Who Really Owns the World’s Gold—
and Why It Matters Now More Than Ever
Feb 4
6
2
As Tesla Goes All-In on AI, Look Past the Obvious Winners
Every great market story begins the same way: with investors obsessing over the wrong part of the narrative.
Feb 2
7
2
January 2026
The $7 Trillion Rotation No One on Wall Street Wants to Talk About
Every great rotation in financial history begins the same way: with silence, then denial, then panic.
Jan 30
17
3
Memory Is the New Oil: Why Storage Is the Ultimate AI Bottleneck
By now, you’ve heard the trillion-dollar AI story.
Jan 29
16
3
How to Think About SpaceX Before the IPO Hype Peaks
Extraordinary company. Extraordinary story. Potentially ordinary returns—if you get the timing wrong
Jan 27
14
3
The Silent Rotation: Micro Caps Are Waking Up—Quietly
Markets do their most important work when no one is paying attention.
Jan 26
5
1
This $100B+ Aerospace Giant Isn’t a Hype Trade — It’s a Cash Machine Built for Chaos
This is no hype stock.
Jan 22
1
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