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Featured News and Insights

Daily Market

Two Consumer Surveys. Two Diagnoses. One Troubling Reality.

The consumer says one thing and spends another. Why conflicting confidence surveys, rising prices, and declining saving rates demand a closer look.
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Daily Market

Follow the Money: Who’s Really Funding the AI Boom?

Meta is raising billions as NVIDIA invests in its customer. The real question for AI investors: how much chip demand is organic, and how much is financed?
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Daily Market

The Shoeshine Boy Isn't Buying Stocks. That's the Real Warning.

Stock exposure just surpassed dot-com and meme-stock peaks. Discover why America's record allocation may be hiding a dangerous portfolio imbalance.
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Daily Market

Two Roads to the Same Return. Which One Would You Take?

Is equal-weight investing safer than the S&P 500? Historical performance reveals a surprising story about diversification and risk.
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Daily Market

Record Revenue. Negative Cash Flow. Welcome to the AI Era.

Meta generated $32.79 billion in operating cash but spent $34.91 billion on capital projects. Is the AI investment cycle outrunning cash flow?
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Wealth 101

The Biggest Investment Mistakes I've Seen Successful People Make

Some of the most financially successful people I have advised are exceptional at what they do. They have built businesses, led organizations, developed valuable expertise or accumulated wealth through years of disciplined work.
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