Friday, February 27, 2026
I recently came across the term Paid FUD. It refers to the deliberate spreading of fear, uncertainty, and doubt (thus FUD). My newsletter subscribers regularly share information they found, sometimes putting a very negative spin on one of my recommended investments. Firms focused on short-selling have been known to issue negative “research reports” on stocks […]
One hazard of my work is that I spend too much time watching or listening (thanks, SiriusXM) to financial news networks. The bulk of the discussion revolves around what could go wrong with either an investment theme or specific stocks. My newsletter subscribers stay busy sending me the warnings about the next financial meltdown they’ve […]
With artificial intelligence dominating investors’ thoughts, there is a constant search for investment ideas to profit from the AI boom. Recently, one of my newsletter subscribers asked me about data center real estate investment trusts (REITs). They do exist, but I have not heard any discussion about them in the general AI investing talk. With […]
A recent Wall Street Journal article, “The Frothiest AI Bubble Is in Energy Stocks,” highlighted the fact that investors are looking for any way to invest in the artificial intelligence boom. It is becoming increasingly apparent that AI will need massive data centers that require enormous amounts of electric power. The U.S. power grid is […]
The need for more energy infrastructure has become a hot topic. Investors are realizing that the artificial intelligence and data center buildout will require many gigawatts of electrical power—power that is not currently available. Until small modular nuclear reactors (SMRs) become widely available, likely in the mid-2030s, natural gas will remain the energy source of […]
Business news is full of discussions about the growing impact of artificial intelligence (AI). Companies are spending billions on developing AI software, on building the massive data centers required for AI to operate, and on creating energy infrastructure to provide the substantial amounts of power needed by the data centers. Investors are wondering when AI […]
When someone learns that I write about stock market investing, I am often asked about investing in Artificial Intelligence (AI). The impact of AI on business, investing, and everyday life is rapidly expanding. There are numerous moving parts in the AI universe. Of course, you have the actual artificial intelligence programs, but they need a […]
While it’s outside my usual investing topics, I am hugely interested in the development of small modular nuclear reactors (SMRs). That we are rapidly moving toward the deployment of SMRs feels like science fiction. These small, 100% reliable and clean power plants have the potential to vastly improve the power grid and the lives of […]
When I was a U.S. Air Force pilot, the phrase “Trust but Verify” was used in negotiations with the USSR concerning nuclear arms control agreements. The term is originally a popular Russian phrase that President Ronald Reagan adopted. I was reminded of Reagan’s warning when I read a recent Advisor Update email from The Daily […]
A funny thing happened on the path to massive expansion of wind and solar energy production. That thing is Artificial Intelligence (AI). AI needs massive data centers, which need 99.99999% reliable electric power around the clock. By their very nature, wind and solar power are not reliable enough to provide power 100% of the time. […]
