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Talk Your Book: Is the Nasdaq 100 in Another Bubble?
Posted May 18, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by Nasdaq: On today’s show,...
When Giant Companies Triple, You Need THIS Perspective
I know everybody is excited about the PDT rule change coming in June. It’s going to unshackle millions of accounts. That could...
The 4 Abilities Every Investor Needs to be Successful
In The Investor’s Manifesto, William Bernstein lays out the four abilities every investor needs to be successful: First they must possess...
The Next Big Leap in AI Might Already Be In Our Heads
Artificial intelligence is rewriting the computing landscape. It has to. Because the old model is running into bottlenecks everywhere. Training...
50 Years of Stock Market Returns
A reader asks: I was doing my net worth over the last year, and found this to be very...
The U.S. Might Not Be Ready for the Next Phase of AI
China just made a massive bet on the future of its power grid. But it’s not doing it by building...
My New Book: Risk & Reward
Here are 7 of the biggest risks from the past 100 years or so of financial markets: 1. Following the...
A Big Bet on Small Nuclear
Nuclear power used to be a big story. It was all about big budgets and big plants. But after the...
The Melt-Up – A Wealth of Common Sense
After being down 7% on the year at the end of March, the S&P 500 is now up almost 9%...
The AI Race is Creating New Empires
Sam Altman is sitting in a courtroom waiting to defend OpenAI’s future. Meanwhile, reports recently surfaced that the company has...
Why Are Hedge Fund Managers Always Bearish?
I’ve written a number of pieces over the years about how hedge fund managers are seemingly always bearish. Ray Dalio...
Chart of the Week: Big Tech Isn’t as Big as You Think
How big is too big? As of last month, the Magnificent Seven stocks (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and...
