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Short and Sweet – A Wealth of Common Sense
A few months before he died Pope Francis offered some advice to his fellow preachers on how to approach a...
Green Energy is Dead. Long Live Green Energy!
A recent article in The New York Times reallystruck a nerve with me. Titled “A Flood of Green Tech From China Is...
Do We Need a Long Bear Market?
Spencer Jakab at The Wall Street Journal makes the case that we could use a long bear market: He explains:...
Chart of the Week: The Enterprise AI Race Has a Surprise Leader
My goal with the Daily Disruptor is to keep you up to speed with the fast-changing world of technology. But sometimes even...
Animal Spirits: Is the AI Trade Over?
Today’s Animal Spirits is brought to you by Nuveen and YCharts: This episode is sponsored by Nuveen. Invest like the...
Retail Investors Just Got Invited to the AI Gold Rush
A year ago, I recommended Robinhood (Nasdaq: HOOD) to members of my flagship research service, Strategic Fortunes. One of the reasons...
Talk Your Book: Will the Bubble Get Bigger?
Posted November 17, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by State Street Investment Management:...
Chart of the Week: The Calm Before the Margin Call
Lately it feels like investors can’t miss. The S&P keeps setting new highs while volatility has been relatively low. But...
What If Things Are Better Than They Seem?
I’ve always been a glass-is-half-full kind of person. I don’t worry too much about things outside of my control. I...
Coinbase Wants to Dominate the Internet Capital Markets
In 2017, crypto startups raised more than $20 billion through a frenzy of Initial Coin Offerings. It was the age...
The Economics of a 50 Year Mortgage
A reader asks: Ben has been harping on the people who pay off their mortgage early. Does that mean he’s...
Google’s Secret Plan to Kill the Smartphone
Back in 2014, a friend at Google let me try a prototype that was more science-fair project than fashion accessory....
