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The Two Stories You’re Hearing About AI Are Both True
This month, Time magazine made an unusual choice. Instead of naming a politician or a celebrity as its annual Person of the...
The Best Books I Read in 2025
I had a big change in my reading habits this year — audiobooks. I started listening to books on Audible...
What China Just Built in Ten Months Could Shape the Future
We’ve talked before about China’s widening lead in the rare earth race. The harsh reality is that the U.S. might lead...
Concentrate to Get Rich (or Poor)
These are the recent maximum drawdowns for a handful of giant technology stocks: Oracle -46% Meta -25% Netflix -30% Nvidia...
Chart of the Week: AI Use at Work
Recently, I wrote about how AI has already replaced 50,000 jobs this year. I use AI practically every day myself. So...
Animal Spirits: All-Time Highs Should Feel Better Than This
Posted December 17, 2025 by Ben Carlson Today’s Animal Spirits is brought to you by YCharts and Vanguard: This episode...
Why Meta is Ditching the Metaverse For Smart Glasses
I’m on record that I really like my Meta smart glasses. They let me take photos without holding a phone. They...
Talk Your Book: The Anti-AI Portfolio
Posted December 15, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by Akre Capital Management: See here...
How To Find Your Edge with Weekend Winners On Friday
Everyone wants an edge in life. For example, I watched Carlos Alcaraz battle his way back to win the French...
How to Become a Moderate Millionaire
According to The Wall Street Journal, there are more 401k millionaires than ever: The 401(k) millionaire club is growing. Steady...
Did the SEC Chair Just Admit That Tokenization is Inevitable?
Earlier this week, a post on X made it sound like the Chairman of the Securities and Exchange Commission (SEC), Paul Atkins,...
Inflation is Not Going Back
A reader asks: The historical inflation rate over the past 75 years or so is 3%. The Fed’s target is...
