One of the harder transitions that I have to make when investing a basket of very diversified equities is to consider how fundamentally tethered they are to reality. If you invest in 10 stocks and ...

It feels like the AI race has reached an inflection point. Investors want results, not more pledges for further spending.

Caterpillar has rallied ~40% since my latest update, seemingly driven by AI-powered growth in its Energy & Transportation ...

The Case-Shiller home price index actually helps make this point, though most citations of Case-Shiller are confused about it. The point is this: The “shortage” I am tracking and that I measure by ...

Apple has achieved a remarkable $4 trillion market capitalisation, driven by robust iPhone sales and renewed investor ...

TELUS International (Cda) (NYSE:TIXT) stock has been landing on more radars lately as its overall returns, especially over the past year, start to chart a different trajectory compared to recent years ...

What is this StocksToTrade “freedom class” he’s so excited about, and how can we tap into the wealth transfer he predicts is ...

I think Reddit’s doing terrifically… I think Reddit’s going to go much, much higher. They’ve got the data that a lot of these ...

This month’s charts of interest compare the current bull market to past ones and reveal a few underlying market trends.

The private credit industry is under pressure after a pair of regional banks disclosed ties to bad loans.

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UK retail investors are finally gaining meaningful access to options trading in 2025 through simplified mobile apps like ...