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Investment

The Railroad Boom and the AI Revolution: Why History’s Biggest Bet Still Matters

Investment /

Key Takeaway: The 19th-century railroad expansion is the closest historical parallel to today’s AI industry. Both faced massive skepticism, required extraordinary capital, and consumed resources at a scale few could imagine—yet railroads ultimately transformed the global economy and delivered generational investment returns. The same long-term, infrastructure-driven opportunity exists for AI today. With all of the […]

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.00 BLOG POST 2025 10 24

Building on Our Strategic AI Framework, Part 3 in the Series

Investment /

Rounding Out the AI Revolution Investment Opportunities The AI Revolution investment opportunities continue to accelerate across multiple sectors and extend well beyond traditional technology companies. In our Strategic AI Investment Framework, we established the approach necessary for navigating this transformation and looked at Category A Companies. Part 2 of this series examined the market dynamics and

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Investing in the AI Revolution (Part 2 in a Series)

Investment /

.    This is the second post in the series on our Strategic AI Investment Framework that we plan to follow while Investing in the AI Revolution The AI revolution is the biggest technological change since the internet, completely transforming how businesses function, compete, and provide value in every major industry. Artificial Intelligence has grown

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THE PARALLEL PROCESSING REVOLUTION THE SILENT SHIFT: RESHAPING GLOBAL INFRASTRUCTURE

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Adapted from “The Parallel Processing Revolution” by Porter Stansberry – much of this is taken directly from his writings, and much of it is my own from researching additional sources to supplement, expand upon, or clarify his writings. This is a new format for a post on this blog, so I hope you enjoy reading

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The U.S.-China Trade Deal: What This Deal Really Means for the Global Economy

Investment /

Discover what the May 2025 U.S.–China trade deal really means for global markets, supply chains, and geopolitical strategy. From tariff rollbacks to tech tensions, this in-depth analysis breaks down the key wins, hidden risks, and what’s next in the world’s most critical economic relationship.

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The Data Center Gold Rush: Why Investors Should Pay Attention to Digital Infrastructure

Investment /

In an era where data is often called “the new oil,” the facilities that house, process, and protect this valuable resource are becoming increasingly critical to our digital economy. Data centers, once viewed as mere cost centers for enterprises, have evolved into a thriving asset class that’s catching the attention of forward-looking investors worldwide.  The

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$500 Billion Stargate Project: An AI Infrastructure Revolution

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Introduction The Stargate Project represents a transformative initiative in data center evolution through artificial intelligence implementation. Announced in January 2025, this comprehensive infrastructure program aims to revolutionize traditional computing systems by integrating advanced AI capabilities, thereby enhancing operational efficiency and processing capabilities. The project’s $500 billion investment allocation demonstrates an unprecedented commitment to technological advancement

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The Role of Leverage in Stock Market Tops: A Historical and Comparative Analysis

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he Role of Leverage in Stock Market Tops: A Historical and Comparative Analysis Introduction Leverage is the financial fuel that can propel markets to unprecedented highs—but it can also lead to volatility and market corrections. Right now, we are seeing a surge in leveraged funds, with retail investors piling in despite Wall Street’s growing concerns

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Impact of Fed Rate Cut

Investment /

Monetary Policy Changes Since WW2 Given the Fed’s rate cut last month, I thought it would be interesting to see what has historically happened to the stock market when the Fed changed its Monetary Policy.  The table below summarizes what types of stocks performed best and worst during those policy eras: Era Outperformed Underperformed Economic Reasoning

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