America’s everyday abundance still shocks people who did not grow up with it because that abundance is not an accident. It is the result of a system that has spent 250 years rewarding risk-taking, competition, innovation, capital formation, and entrepreneurship. More
Articles
As America Turns 250, Here’s Why I’m More Bullish Than Ever
America 250 is a reminder of U.S. economic strength — and why AI infrastructure stocks may lead the next growth wave. More
The Real Story Behind the Disappointing Jobs Report
Payrolls crash to 57,000… why markets cheered anyway… the trend Warsh actually needs to see… More
How to Beat Wall Street’s Manic Crowd
In today’s Market 360, I’ll explain Crowd-Seeking Bias, how it works and how you can neutralize its negative effects. Then, I’ll show you how my Precursor Intelligence system can help you sidestep costly investing mistakes. More
Why AI Becoming “Good Enough” Changes Everything for Investors
The biggest winners of AI's next phase may not be the companies building the fastest chips or the largest AI models. Instead, they may be the companies building products people rely on every day. More
The AI Capex Bear Case Just Lost Its Best Argument
The AI economy needs less than two days to add $1 billion in revenue. A year ago, it needed 180. Bears, take note. More
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?... Grantham's track record problem… what a 1992 magazine cover got right… the FOMO that isn't there… the earnings pushback against bears More
