Aug 17, 2026
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4 min read
A weird year + what’s next for me/this newsletter
Jul 26, 2026
3 min read
My take on private investments
Jul 22, 2026
On the broadening trade, and if this bull is finally breathing
Jul 6, 2026
Americans' risk appetite, and why I'm still invested
Jul 1, 2026
Investing in Corporate America’s hot streak
Jun 23, 2026
Kevin Warsh: a man of few words
Jun 15, 2026
How hot is inflation, really?
Jun 9, 2026
SpaceX and the danger of too much stock issuance
May 27, 2026
6 min read
Why AI will never replace good research
Apr 6, 2026
8 min read
Record trading in leveraged funds & good trades vs. good theories
Mar 3, 2026
The affordability crisis vs. the $90 trillion wealth transfer
Feb 26, 2026
7 min read
...and the most important money lesson I'll give them
Dec 23, 2025
9 min read
Time, consistency, paranoia and sanity
Dec 9, 2025
....and an announcement
Nov 17, 2025
12 min read
No targets. No predictions. Just the good stuff.
Nov 10, 2025
10 min read
Is the stock market now driving the economy?
Nov 3, 2025
On purpose, process and progress
Oct 27, 2025
Can Jeff, Satya and Mark actually afford $400 billion in AI investments? Sort of.
Oct 20, 2025
Bad bank loans? Yikes, that sounds familiar...
Oct 13, 2025
...and why you can't bet against a charging bull
Oct 6, 2025
Why you shouldn't base your investing strategy on the calendar
Sep 29, 2025
What the first government shutdown in seven years could mean for your money
Sep 22, 2025
Is our long national housing nightmare over? Not quite.
Sep 18, 2025
Mirrors, escalators, elevators and small fries
Sep 15, 2025
Four reasons why you can’t afford to sit on your hands any longer