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October 27, 2026

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?

October 26, 2026

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.

October 23, 2026

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.

October 22, 2026

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?

October 21, 2026

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.

October 21, 2026

SpaceX Is Going to Need a Bigger Boat

SpaceX’s results were spectacular, but its next-quarter building budget could exceed twice its latest revenue. Is that visionary or reckless?

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