
The “Old Economy” Is Dominating 2026
Given just how massively technology stocks have crushed everything over the past decade, you might be a little surprised to see tech at the bottom…

Given just how massively technology stocks have crushed everything over the past decade, you might be a little surprised to see tech at the bottom…

AI fatigue. It’s a phrase I’ve been hearing a lot… AI fatigue in the stock market occurs when there is a shift in investor sentiment,…

By now, you’ve seen the footage. Blackhawks over Caracas, flashbangs at Miraflores, and Nicolás Maduro in zip ties. The official line from the briefing room…

Wall Street has a funny habit. It seems to only discover megatrends after they’ve already been happening for years; and then acts shocked when those…

Consumer staples stocks haven’t been getting a lot of love from investors. In a world in which AI makes the real world look like science…

Stocks are about to do something almost totally unheard of: chalk up three winning years in a row. And no one is celebrating. Instead, worry is everywhere: about…

I don’t try to predict the future or make headline-grabbing market calls. I keep my ego in check, and I follow the data. I use…

While investors are worrying about Big Tech’s AI capex, the ground beneath our feet – the very foundation of how we earn a living –…

In 1961, John F. Kennedy declared that America would go to the Moon. This audacious goal wasn’t just about space or research but supremacy; and…

Wall Street is pricing Nvidia as if its dominance will last forever. It won’t. The capex budgets for 2026 are already being written, and they…