Sep 4, 2026
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9 min read
Samsung and SK hynix now drive 46% of South Korea's main U.S. country ETF. Hyundai's robot push is the second act—and the power grid may decide whether it works.
Sep 3, 2026
1 min read
Not just theory — how advisors are applying this framework right now.
Demand for drones and missiles keeps climbing. A quirk in the federal budget calendar may decide how much of it shows up in Q4 revenue.
Sep 2, 2026
11 min read
An AI cloud can post far more sales per megawatt than a data-center landlord. That does not mean it owns the better asset.
Sep 1, 2026
Two Wall Street firms came out with bearish notes. Normally I wouldn't care, this time I kind of do.
Aug 31, 2026
Meet the co-host for our September 3 model portfolio webinar.
Crypto treasury stocks are testing their old flywheel again. Some newer preferred shares now pay double-digit income — but no coin directly backs them
Aug 28, 2026
NVIDIA, Nutanix, and Everpure are exposing three separate enterprise-AI decisions: who owns the compute, which model runs, and who controls the data.
Aug 27, 2026
The framework behind four new model portfolios — not a fixed formula.
10 min read
NVIDIA guided to 70% growth. Its margins are set to fall, its customers are building rival chips, and China is zero in next quarter's data-center plan.
Aug 26, 2026
Stocks and bonds haven't been playing by the old rules.
The land grab already started. Here's who's claiming the best lots.
Aug 25, 2026
New drugs can read tumors, silence genes, design proteins, and monitor recurrence. Each layer sits at a different stage of clinical and commercial proof.
Aug 24, 2026
Last week I wrote about the Yen carry trade, oil, and Treasury bonds. Today I explain how it's all connected
