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The Biggest Risk & The Biggest Opportunity
A reader asks: Would love to hear your thoughts on AI & deflation and if that could be a concern...
Nvidia’s $44 Billion Blowout Quarter Had One Even Bigger Revelation
Nvidia just reported a $44 billion quarter. That’s up 69% from a year ago… And nearly enough revenue to buy...
Is It Finally a Buyer’s Market in Housing?
I am a middle-aged person so that means I check Zillow regularly. I’m not in the market for a house....
Is AI Becoming Sentient? – Banyan Hill Publishing
2001: A Space Odyssey left an indelible mark on me when I was a kid. HAL 9000, the ship’s AI,...
On the Inevitability of Bear Markets
I love stock market charts that drive home the benefits of long-term investing. The longer your time horizon, the better...
Not All Stocks Recover Their Losses
Coming into April, UnitedHealth was the second biggest stock in the Dow behind Goldman Sachs.1 The stock was performing well...
Did a Secret Court Just Halt Trump’s Tariffs?
Last Friday, I walked out of the grocery store shaking my head. I had just picked up a bottle of...
The Best Time to Sell Your Stocks
A reader asks: My RMD is 100% S&P 500. Do you have any strategies on taking distributions from the RMD?...
Did Sam Altman Just Present a Shocking AI Roadmap to Congress?
The other day, I came across this post on X: Unfortunately, what followed was a lot of AI hype without a lot...
When Housing Was Affordable – A Wealth of Common Sense
When everyone discovered the new pope was from Chicago people immediately dug into Pope Leo’s back story. From Chicago. White...
Back in Focus: The Super Bowl Ad with 100% Growth Potential
Editor’s Note: The market is closed today in observance of Memorial Day, but Ian’s post-Super Bowl issue is more relevant...
Where is All of the Money Coming From?
I’ve been writing lately about how investors have continued to buy the dip anytime the stock market falters (see here...