Why Medical Innovation May Outperform Broader Markets in the Years Ahead Here’s the uncomfortable reality facing investors today: the age of simply buying index funds and riding the market higher may be coming to an end. With the national debt spiraling past $37 trillion and interest payments consuming larger portions of the federal budget each […]
The Future of Healthcare: A Stock Picker’s Market in the Making Read More »
Why “National Debt Crisis” Is Hard to Spot Until It’s Too Late If you’ve ever felt like the national debt is either a ticking time bomb or… basically irrelevant, depending on which headline you read that day, you’re not alone. The frustrating part is that both vibes can sound reasonable in the moment. A big
Sovereign Debt Crisis: Watching For Signs Read More »
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
The Railroad Boom and the AI Revolution: Why History’s Biggest Bet Still Matters Read More »
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
Building on Our Strategic AI Framework, Part 3 in the Series Read More »
. 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
Investing in the AI Revolution (Part 2 in a Series) Read More »
Investing in the AIPositioning for Technological Transformation (2025-2040) Investing in the AI Revolution will be key to portfolio performance as it is the most important economic force of our time. It’s changing industries, job markets, and the flow of money faster than ever before. Artificial Intelligence has moved from being just an idea to actually
Strategic AI Investment Framework Read More »
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
THE PARALLEL PROCESSING REVOLUTION THE SILENT SHIFT: RESHAPING GLOBAL INFRASTRUCTURE Read More »
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.
The U.S.-China Trade Deal: What This Deal Really Means for the Global Economy Read More »
“Explore our latest analysis on the financial market turmoil triggered by unexpectedly high tariff announcements and what it means for investors.”
The Tariff Conflict Read More »
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
The Data Center Gold Rush: Why Investors Should Pay Attention to Digital Infrastructure Read More »
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
$500 Billion Stargate Project: An AI Infrastructure Revolution Read More »
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
The Role of Leverage in Stock Market Tops: A Historical and Comparative Analysis Read More »
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