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The Future Is an Asset
Insider trading has always been a problem for Wall Street. Corporate executives know things investors don’t, and government officials can...
Spotting Bubbles and Calling Tops
Apparently June is the month to call a bubble if you’re a seasoned fund manager or prognosticator. Meb had Jim...
AI Is Unlocking History’s Lost Records
On June 19, 1865, Union troops arrived in Galveston, Texas, and informed enslaved people that they were free. The moment...
The K-Shaped Housing Market – A Wealth of Common Sense
Households have dealt with a lot of hurdles in the 2020s, economically-speaking. First there was the pandemic which screwed up...
Chart of the Week: AI Is a Black Box
A strange thing happened last week. Anthropic was forced to take its newest AI models offline only days after releasing...
Animal Spirits: How Much is $1 Trillion
Sponsored Fixed Income Through a Global Lens Built on disciplined research and deep sector expertise, our globally integrated fixed income...
Trade Scared So Trading Isn’t Scary
I probably say this at least a dozen times a week. It sounds negative, but hear me out. Your #1...
Talk Your Book: The Case For Investing in Emerging Market Bonds
Posted June 15, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by VanEck: On today’s show,...
Don’t Let SpaceX Hype Cloud Your Trading Plan
Happy SpaceX day! It’s finally today. It’s everywhere. My best advice: Don’t let your emotions control you. There has been...
$1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class
Bloomberg noted last week that the Vanguard S&P 500 ETF (VOO) is now the first ETF in history with $1...
The Nvidia Moment for Space
Three years ago, Nvidia (Nasdaq: NVDA) became the stock that forced Wall Street to take artificial intelligence seriously. And I...
The Barbell Portfolio – A Wealth of Common Sense
A reader asks: I’m in my mid 30s and pursuing FIRE. If all goes well my wife and I should...
