Something Changed Valuations Forever | Jim Paulsen on Why We Aren't Going Back

The Hyperscalers Will Spend Trillions on AI. They Wil Need to 100x Revenue to Justify It.

The Market Has Reached a Lofty Elevation. Cem Karsan on What Could Pop the Bubble

Private Credit's Bear Stearns Moment

5% of Stocks Generate All the Gains - Rick Ferri Explains Why You Shouldn't Try to Find Them

They're Cheap for a Reason

The Market is EXPENSIVE. But It Doesn't Mean What You Think

You're Not Beating the Market by 10% | Aswath Damodaran Explains Why

Why Aswath Damodaran Does Not Own Bonds

Never Buy More Than 5% | Aswath Damodaran Explains Why

The Late Cycle Playbook | Financial Repression

Gen X Took Their Lifeboats in Different Directions. Millennials are Tying Them Together.

Tax, Borrow, Inflate

Liquidity is Drying Up

The Reflexive Bid is Gone

Parabolic Moves Don't Correct Sideways

How Screwed Are We?

Big Tariffs are Deflationary

The Fed is Worried About Inflation. Markets are Screaming the Opposite.

The New Volatility Regime

Unprecedented Lack of Liquidity

If You Don't Want to be Naked, Tariffs Might Cause Inflation

"They'll Puke Your Treasuries"

The Colossal Mistake of Index Investors

"The Biggest Consumer Tax in History" | Tariffs vs. 2008

It's Just Levered Equity and Debt - But It Helps to Launder Volatility

The US is Hedging the Demise of... Itself?

Need More NVDA at 2AM? Might Be Time for a New Plan.

The Market has Become a Mechanical Creature

The Uber Effect: How the Gig Economy Broke Unemployment Data

Fed Rate Hikes Didn't Impact the Economy Like Many Thought They Would. Here is Why.

The Great Moderation is Over

Forget Those Position Sizing Formulas - It’s All About the Sweat

$1 Billion? You Call That a Position? Well, George Soros Doesn't

The Business Has Become the Stock Price | It's Changing the Foundation of Capitalism

Not Everything Needs to Be Sustainable

The Characteristics of Micro-Cap Multibaggers

Why Passive Investors Aren't Passive

Investors Like Dividends Too Much

Companies Need to Start Acting Their Age

Two Criteria to Help Spot a Bubble in Real Time

You Can't Always Be a Contrarian

Options Are Not a Derivative - They Are the Underlying

You Can't Just Make Up the TAM

Don't Listen to Investment Advice from Billionaires

Investing Without an Edge is Just Like Roulette

It's Not a Santa Claus Rally - It's Supply and Demand

The Challenge of Selling Your Winners