
The Big Idea Is All That Matters
Investors spend far too much effort worrying about perfect timing. When you buy seems crucial. When you sell seems just as important. But you could have…

Investors spend far too much effort worrying about perfect timing. When you buy seems crucial. When you sell seems just as important. But you could have…

At long last, Elon Musk’s SpaceX is going public later this year under the ticker symbol SPCX. If all goes as planned, it could become…

Now, I realize that for most people, discussing Federal Reserve policy isn’t exactly exciting. But speaking as a macroeconomist, that’s precisely what keeps so many…

Recently, I read an interesting article in The Epoch Times discussing the condition of the U.S. power grid. It was not a confidence-inspiring read. However, the…

Investing in energy stocks is different from investing in most other sectors because investors have to contend with both demand destruction and supply shock. Most…

When you think about Elon Musk’s defining business achievements, what comes to mind? Tesla and SpaceX to be sure. As impressive as those growth stories…

The stock market rebound since March has been one of the most impressive rallies you’ll see. And the gains in semiconductors have been especially strong……

Anyone who has spent even a little time investing has likely heard the term “risk tolerance.” An industry definition says that risk tolerance is the level…

For months, we’ve argued that the global economy is quietly splitting in two. On one side: companies building and powering the artificial intelligence revolution. On…

Let’s be honest, when you hear “Magnificent Seven earnings growth,” your brain probably conjures up an image of seven tech giants all firing on all…