09 Aug 2025
5 minutes read
The Hidden Asian Dragon
The combination of reasonable valuations relative to growth prospects, ongoing recovery in Asian economies, and …
Investing
03 Jul 2025
7 minutes read
The Magnificent Few
The whole S&P 500 market rally is being carried by a handful of mega-cap names while 90-95% of stocks are just …
01 Jul 2025
7 minutes read
The Great Capital Migration
Wall Street’s most reliable pattern: How following the money and its impact on demand beats forecasting demand in …
19 Jan 2025
5 minutes read
All Roads Are Stimulative
For over two years, the Fed has raised rates at the fastest pace in decades, yet inflation remains above its 2% target. …
12 Jan 2025
6 minutes read
Uncertainty & the Icarus Print
NVIDIA’s stock soared to new heights last week, only to reverse sharply. It’s left me cautious if not bearish on …
10 Aug 2024
10 minutes read
We Live for Volatility
History has shown time and again that those who can keep their heads when others are losing theirs often emerge stronger …
19 Jun 2024
7 minutes read
Uneducated Investor's Contrarian ETF Portfolio
I’ve put together a model portfolio allocation using exchange-traded funds (ETFs) to make the contrarian ideas I …
18 Jun 2024
7 minutes read
Harvesting Alpha in a Changing Climate
The last century of food production has taken place in a period of relative climate stability, but that era appears to …
29 Mar 2024
4 minutes read
The Scion Capital Playbook
Investing like Michael Burry isn’t about blindly copying his every move. Rather, it’s about embracing the …
08 Feb 2024
3 minutes read
Lessons Learned the Hard Way
While I have realized some gains, there were also painful losses that likely could have been avoided if I approached …
Recommended
6 minutes read
Soaring Bitcoin, Hidden Leverage
As Bitcoin carves new all-time highs, the market is celebrating corporate …
Uneducated Investor's Contrarian ETF Portfolio
I’ve always been drawn to contrarian ideas – those …
Tin: Time to Shine
In the ever-evolving landscape of commodities, tin …
Copper's Electrifying Ascent
The recent surge in copper prices to a 14-month …
Lessons Learned the Hard Way
Like many who invest, I have made my fair share of …