investing

What if scale is the problem?

AI Isn't A Bubble, But AI Spending Might Be.

Companies Needed 2,000 Routers. They Ordered 10,000.

The problem with looking smart

The smartest funds usually die the dumbest deaths

Most people don't go broke, they become invisible

A Wall Street Veteran’s Secret: Stay In The Room

Larry Williams and the Difference Between Reading Charts and Reading Markets

The Market Doesn’t Reward Loyalty - It Punishes It

What Tennis Champions Understand That Investors Don't

Why Losing 46% of the Time Is a Winning Strategy

A Cynical Investor’s Field Guide to Manufactured Crises

The New Iran-Contra Playbook

Most Market Experts Are Selling Narratives, Not Insights

If Everyone Agrees, Who's Left to Buy?

“the system is broken”

The Crisis That Never Ended

Charts of the week

Stocks at all-time highs

Charts That Made Me an Investor

Key market insights from a decade and a half of investing

US stock market: it’s a final countdown

The NVIDIA Bubble: Mounting Risks of a Crash

Early investors rotate into safer assets, while retail and index funds absorb the exposure.

BofA: "long gold/crypto is a structural trade in geopolitical world of sanctions & tariffs."