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Best of Market Sentiment 2025
Gold, Energy Portfolio, Buying the Dip and more...
14 hrs ago
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Market Sentiment
12
The Rekindling of a Recession
Buy Now Pay Later
Dec 23
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Lindy Effect in Investing
2025 update
Dec 18
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13
The CapEx Boom
Spending $400 billion to make $50 billion
Dec 16
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The Economics of the Second Trump Administration
When "America First" means "Experts Last"
Dec 10
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27
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Beyond the Copper Wall
The Inevitability of Light
Dec 8
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56
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The Fed Preview
Flying Blind
Dec 5
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15
1
The State of AI
No Price Too High
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49
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November 2025
60,000!
The best of Market Sentiment
Nov 27
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32
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50 Year Mortgages
30 > 50?
Nov 23
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The Great AI Trade: Energy
Betting on the energy supercycle
Nov 20
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Simple Portfolio #5: Coffee Can Portfolio
Let your winners run
Nov 10
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Market Sentiment
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