Category: Investing

Investing • October 1, 2026

September Was Basically Two Stock Markets Wearing One Trench Coat

September was a good month for the stock market. September was also a terrible month for the stock market. Both statements can be defended with perfectly respectable numbers. The Nasdaq Composite gained about 1.9% during the month, extending the extraordinary run of technology and AI-linked stocks. The Dow Jones Industrial Average went in the opposite […]

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How-to • September 26, 2026

The Worst Market Timer Ever Still Retired a Millionaire

Imagine spending your entire investing life making almost perfectly terrible decisions. You buy stocks just before the 1973–74 bear market. You return immediately before Black Monday in 1987. Then you pile in at the peak of the dot-com bubble and, for your grand finale, invest just before the global financial crisis. That is essentially the […]

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AI Explained • September 20, 2026

Wall Street Is Starting to Split the AI Trade in Two

For most of the generative AI boom, Wall Street treated artificial intelligence less like a technology stack than a single enormous trade. Nvidia sold the GPUs. Hyperscalers built the data centers. Memory manufacturers supplied the components. Cloud companies rented the compute. Software developers added AI features. If a company could attach itself convincingly enough to […]

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Finance • September 19, 2026

Why Nuclear Stocks Are So Volatile Despite the AI Power Boom

The bullish case for nuclear power has become unusually easy to understand. Artificial intelligence needs data centers, data centers need enormous quantities of electricity, and the technology industry increasingly wants power that is both reliable and low-carbon. The numbers are large enough to change the electricity market. Lawrence Berkeley National Laboratory estimated in 2026 that […]

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Investing • September 12, 2026

Why Buy Palladium? The Bull Case and the Risks Investors Cannot Ignore

Palladium rarely gets the attention commanded by gold, silver or even platinum. Yet this obscure-looking precious metal sits at the center of a surprisingly important industrial supply chain — and that makes its investment story worth watching. The basic bull case is straightforward: palladium is scarce, global production is geographically concentrated, and the automotive industry […]

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AI Industry • August 15, 2026

Michael Burry Is Shorting the AI Party Again

Michael Burry has walked back into the AI trade, and once again he is entering through the emergency exit. The investor made famous beyond Wall Street by The Big Short has been building and reinforcing bearish positions around some of the biggest beneficiaries of the artificial intelligence infrastructure boom. His targets have included Nebius, Micron, […]

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Investing • August 9, 2026

What GTA VI Can Teach Investors About Impossible Expectations

Imagine this. GTA VI launches tomorrow. It earns a 96 on Metacritic. Critics call it one of Rockstar Games’ greatest achievements. Players buy 25 million copies during its first week, making it one of the biggest entertainment launches in history. And yet… The internet spends the following days explaining why it’s disappointing. Not because the […]

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Future Tech • August 3, 2026

Why SpaceX’s First Earnings Matter More Than Its Rocket Launches

The biggest moment in SpaceX’s history may not be its next rocket launch. It may be its next earnings report. For more than two decades, every successful mission strengthened the company’s myth. Falcon 9 transformed launch economics. Dragon returned American astronauts to orbit. Starship promised a future beyond Earth. NASA contracts validated the business. Starlink […]

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