Why a 22% Gain in Tech Isn’t a Bubble — It’s Just the Beginning Good afternoon, friends.Let’s start with a…
When we said the shutdown would be more noise than news, we meant it. Since the government shut down on October…
Headlines about a potential government shutdown are back. But if history is any guide, markets don’t lose much sleep over…
I’m often asked, “How is the market doing so well when the economy feels soft?” Yesterday’s Fed cut—very likely the start of…
AI vs Internet is the comparison I often make, and it comes up every time someone asks me: ‘What’s the best…