In Messi, Musk, and Rasputin, I make the case that the S&P 500 Index in 2026 has earned “GOAT” status, powering through crises, rate shocks, and geopolitical turmoil with remarkable resilience. Next, I dig into the hyperscalers’ AI‑driven capital‑expenditure boom, worrying over how the companies fueling a memory and semiconductor renaissance are flirting with negative free‑cash‑flow territory. Finally, I unpack SpaceX’s record‑setting IPO, Elon Musk’s tangled web of corporat

In Vibe Code Check, I dive into the current market fear of artificial intelligence disintermediation in businesses that are otherwise performing exceptionally well; I believe that tension is creating selective opportunities to invest additional capital. Next, I offer a glimpse into the current state of the market by juxtaposing Amazon and Walmart. In short, "old school" is being heavily favored over "new school." Finally, I try to make some sense of the staggering $600 billio

In "Tariff-ied," I explore the market and real-world impacts of President Trump's new tariff policies by analyzing two hypothetical cases as well as one real one, General Motors second quarter earnings. I also delve into a recent return trip to Asia, specifically Hong Kong and Tokyo. I highlight an interesting business booming in China and argue that improvements in Japan's corporate governance have shifted the prospects for investing in the country for the better. Japan re

“I think the time has arrived where Greg should become the chief executive officer of the company at year-end… I would still hang around...

I felt as if I were listening to the Rolling Stones' song "Yesterday's Papers" reading headlines from 2024, which largely mirrored those...

I enjoyed watching the Olympics this summer where the world's strongest, fastest, and best are lauded in their quests for gold. However,...