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Best of Market Sentiment 2025
Gold, Energy Portfolio, Buying the Dip and more...
14 hrs ago • Market Sentiment
The Rekindling of a Recession
Buy Now Pay Later
Dec 23 • Market Sentiment
Lindy Effect in Investing
2025 update
Dec 18 • Market Sentiment
The CapEx Boom
Spending $400 billion to make $50 billion
Dec 16 • Market Sentiment
The Economics of the Second Trump Administration
When "America First" means "Experts Last"
Dec 10 • Market Sentiment
Beyond the Copper Wall
The Inevitability of Light
Dec 8 • Market Sentiment
The Fed Preview
Flying Blind
Dec 5 • Market Sentiment
The State of AI
No Price Too High
Dec 1 • Market Sentiment

November 2025

60,000!
The best of Market Sentiment
Nov 27 • Market Sentiment
50 Year Mortgages
30 > 50?
Nov 23 • Market Sentiment
The Great AI Trade: Energy
Betting on the energy supercycle
Nov 20 • Market Sentiment
Simple Portfolio #5: Coffee Can Portfolio
Let your winners run
Nov 10 • Market Sentiment
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