Mark's Investment Blog
Building on Our Strategic AI Framework, Part 3 in the Series
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.
Investing in the AI Revolution (Part 2 in a Series)
. This is the second post in the series on our Strategic AI Investment Framework that we plan to follow while Investing in the
Strategic AI Investment Framework
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
THE PARALLEL PROCESSING REVOLUTION THE SILENT SHIFT: RESHAPING GLOBAL INFRASTRUCTURE
Adapted from “The Parallel Processing Revolution” by Porter Stansberry – much of this is taken directly from his writings, and much of it is my
The U.S.-China Trade Deal: What This Deal Really Means for the Global Economy
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 Tariff Conflict
“Explore our latest analysis on the financial market turmoil triggered by unexpectedly high tariff announcements and what it means for investors.”
The Data Center Gold Rush: Why Investors Should Pay Attention to Digital Infrastructure
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
$500 Billion Stargate Project: An AI Infrastructure Revolution
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
The Role of Leverage in Stock Market Tops: A Historical and Comparative Analysis
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
Technology Sector Investment Analysis – First in the Series
Introduction Now that we have completed our series on the National Debt, I wanted to move on to less heavy topics. So this is the
Impact of Fed Rate Cut
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
America’s Debt Crisis: A Painful Path to Fiscal Stability – Fourth in the Series
Introduction America’s national debt crisis has reached an alarming scale, with current figures surpassing $35 trillion. This staggering amount casts a long shadow over the
