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Are We in a Bubble?

February 12, 2026 jcraton Leave a comment

I get asked this all the time. It’s a fair question.And I have a straightforward answer: No. But if you…

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Venezuela just became an energy-market event — here’s the investable angle

January 5, 2026 jcraton

Good morning, friends — As you know, I typically wouldn’t send two emails within a week. But it’s also not…

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2025 Year-End Recap: Conviction Matters

December 30, 2025 jcraton

With two trading days left in 2025, this is the right moment to step back and assess what actually mattered this…

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Another Quiet Reason We Remain Bullish Into Year-End — And 2026

December 2, 2025 jcraton

Markets don’t usually turn on headlines.They turn on liquidity. Over the past three years, the financial system has been quietly going…

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Why a 22% Nasdaq Gain Isn’t a Bubble — It’s the Setup

November 10, 2025 jcraton

Why a 22% Gain in Tech Isn’t a Bubble — It’s Just the Beginning Good afternoon, friends.Let’s start with a…

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Recent Posts

  • Are We in a Bubble?
  • Venezuela just became an energy-market event — here’s the investable angle
  • 2025 Year-End Recap: Conviction Matters

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