Tuesday, May 26, 2026
Michael Burry is back in the headlines. Any time he makes a move, the financial world reacts as if the universe just twitched. For those who don’t recognize the name, Burry is the hedge fund manager who rose to fame after being the first investor to accurately predict the 2008 subprime mortgage crisis. The story […]
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 grid’s challenges offer some investment opportunities. The article is quite long, and you can read it here. Here are some data points that caught my attention: ● The U.S. power […]
I ran across an interesting article, and I think a lot of people will walk away from it with the wrong takeaway. The piece focuses on new AI tools being rolled out by Anthropic. These systems can draft pitch decks, review financial statements, and integrate directly with platforms like Excel and Outlook. They are being […]
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 […]
