Why the S&P 500's record valuations and froth make sense
Structural shifts and seasonality could justify the froth as the market enters its best time of year.
Sep 26, 2025
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8 min read
The AI boom is turning Big Tech stocks into utilities
The Magnificent 7's huge capital expenditures pulls them away from asset-light business models.
Sep 25, 2025
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8 min read
Jerome Powell sees a frothy stock market and limited inflation impact from tariffs
The Fed chief maintains that the job market presents the biggest risks right now.
Sep 24, 2025
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8 min read
A classic bubble indicator is flashing — but there's plenty of room for optimism
Robert Shiller's CAPE ratio just touched its highest level since 2000.
Sep 23, 2025
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8 min read
Small-cap stocks are doing exactly what bulls expected after a rate cut
The Fed has catalyzed widening market breadth and broad strength.
Sep 22, 2025
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9 min read
Booming data center demand can help this niche energy stock double after collapsing from recent highs
Veteran investor Rhys Williams' highest-conviction idea for the next 12 months.
Sep 21, 2025
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1 min read
Investors love that Nvidia and the US government both own stakes in Intel
Intel added $30 billion in market capitalization in one day.
Sep 19, 2025
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7 min read
The Fed's own policymakers disagree on where the economy's heading
The Fed cut rates by 25 basis points but there's no consensus on what's next.
Sep 18, 2025
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8 min read
The Fed's September rate cut starts a new policy regime for the AI era
Policymakers are navigating the deflationary force of AI and the muted impact of tariffs.
Sep 17, 2025
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8 min read
Elon Musk just capped off Tesla's 80% rally with $1 billion stock purchase
Musk's added stake follows a sharp 5-month rally.
Sep 16, 2025
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8 min read
Why fears of an AI bubble are overblown, according to a top investor
Wall Street veteran Jordi Visser is more bullish than ever on technology stocks.
Sep 15, 2025
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8 min read
'Big Short' investor Danny Moses calls this energy bet a 'generational trade' that can explode 42%
Legendary investor Danny Moses' highest-conviction idea for the next 12 months.
Sep 14, 2025
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1 min read