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0:08
The Robotics Supercycle Has Begun — But the Real Money Won’t Be Made Where You Think
In 1848, men rushed to California with pickaxes. Very few struck gold. The ones who made fortunes sold shovels. Fast-forward 175 years, and we’re…
3 hrs ago
3
1
70 Ships. 500,000 TEU. Billions in Contracted Cash Flow—Why This ‘Boring’ Operator Beats AI Darlings.
Forget chasing overhyped tech darlings or speculative commodity plays.
Feb 18
5
1
Same Returns as the Nasdaq. Far Less Stress.
In March 2000, Cisco was the most valuable company in the world.
Feb 18
6
3
Did a 2000 SEC Rule Quietly End Buffett’s Golden Era?
“Size is the enemy of performance.”
Feb 17
3
2
Small Caps Aren’t Dead. You’re Just Looking in the Wrong Place
For three years, the market sent one message:
Feb 16
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The Psychology of a $318 Billion Hold: What Buffett’s Waiting For
Apr 25, 2025
21
1
6
The Whole Dragon: Why China’s Export Juggernaut Isn’t Going Anywhere—Even with 100% Tariffs
Apr 9, 2025
19
4
11
The $7 Trillion Rotation No One on Wall Street Wants to Talk About
Jan 30
17
3
Ex-China Rare Earths: 5 Stocks That Could Go Vertical
Oct 22, 2025
16
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The S&P 500 Is a Great Index — and a Terrible Portfolio
For most of the past decade, investing felt easy.
Feb 12
8
1
AI Is Turning Big Tech Into Capital-Heavy Utilities
Why shareholders may be footing the bill for Silicon Valley’s next great boom
Feb 11
11
2
Japan Just Quietly Became the World’s Most Underrated Equity Market
For most of my investing career, Japan was the market that disappointed on schedule.
Feb 10
12
1
2
Why Amazon’s AI Spending Scare Could Be a Once-a-Decade Opportunity
When Amazon announced plans to spend roughly $200 billion on AI-related capital expenditure, the market’s verdict was swift—and brutal.
Feb 9
13
2
This boring utility is quietly sitting on one of the most compelling hidden AI assets on the market
A fortress with hidden upside
Feb 4
6
1
Ranked: Who Really Owns the World’s Gold—
and Why It Matters Now More Than Ever
Feb 4
6
2
As Tesla Goes All-In on AI, Look Past the Obvious Winners
Every great market story begins the same way: with investors obsessing over the wrong part of the narrative.
Feb 2
7
2
The $7 Trillion Rotation No One on Wall Street Wants to Talk About
Every great rotation in financial history begins the same way: with silence, then denial, then panic.
Jan 30
17
3
Memory Is the New Oil: Why Storage Is the Ultimate AI Bottleneck
By now, you’ve heard the trillion-dollar AI story.
Jan 29
16
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