Eggs are cheaper. Butter is cheaper. Cheese has come down. And yet something feels off every time you push a cart through the produce aisle. That instinct is correct, and economists are now explaining…
I bought Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) at $15 in April 2012. I’ve been watching this company through every panic, every antitrust headline, and every “Google is finished” moment for over a decade…
I’ve been following Peter Diamandis’s commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly accurate. His…
If you haven’t been reading every report on the helium supply chain for the past year, welcome to the club! Most investors know ExxonMobil as an oil giant. Few know it sits at the…
The head of Tesla China recently said Tesla (NASDAQ:TSLA | TSLA Price Prediction)’s Shanghai Gigafactory will play a central role in scaling robot mass production, and I think that statement deserves more attention than…
If passive fund mechanics are your jam, and mega-cap concentration risk is the bread you eat it on, what Steve Sosnik laid out recently on The Compound and Friends is one of the more…
The origin story of Google buying DeepMind is worth understanding if you own Alphabet Inc. (NASDAQ:GOOGL | GOOGL Price Prediction) or if you are following AI whatsoever. (All of us?) The Funding Crisis That…
Jim Cramer made an argument on a recent Mad Money segment that deserves more attention: the market has been punishing cybersecurity stocks by lumping them in with traditional software, and that categorization is wrong.…
Jim Cramer got a call on Mad Money from Gabe, a swing trader out of Nebraska hunting for “golden nuggets” in the 52-week low zone. Gabe wanted to know if SoundHound AI (NASDAQ:SOUN) was…
A recent Animal Spirits episode centered on a listener who had reached $1 million in investable assets and hated it. He called it “the single worst level of realistic wealth a normal person can…
Six years. That is how much time separates retirees from a Social Security system that, by its own projections, runs out of money. If you are 56 years old today, you will be 62…
I was stunned by a number from the Money Guy Show recently: for every single dollar that flows into a 401(k), 40 cents of that comes out as a premature withdrawal on average. Americans…
Invasive species represent a $5.4 trillion global problem, with U.S. economic impact alone exceeding $500 billion annually. That’s according to Ben Lamm, CEO of Colossal Biosciences. On episode 245 of the Moonshots with Peter…
I’m mostly a tech investor, but I like to keep some dividend holdings as well. For example, I’ve been a Vanguard Dividend Appreciation Index Fund ETF (NYSEARCA:VIG) investor since 2011. Among my fellow dividend…
As SpaceX heads towards its IPO, I was reminded this morning that early-stage space infrastructure companies are likely worth the volatility. Redwire CEO Peter Cannito sat down with CNBC during the Artemis II mission…
I’ve been investing in Netflix for almost 20 years and I own it right now. So when Nuveen says to “avoid software stocks” and favor companies like Netflix because they have “more of a…
In May, the first ever “Enhanced Games” are happening in Vegas, where athletes will be able to compete openly without steroid tests. Unrelated… The founder of Interactive Brokers Group (NASDAQ:IBKR | IBKR Price Prediction)…
Cloudflare (NYSE:NET | NET Price Prediction) is down 11% today, and financial headlines are pointing fingers at insider selling. I’ve been watching pretty much every report on Cloudflare for years, as it’s my #2…
The AI arms race has been rolling since ChatGPT landed in late 2022, and one quote from that era keeps coming back to me as I look at where Alphabet (NASDAQ:GOOGL | GOOGL Price…
Drones that cost $10,000 to $100,000. Missiles that cost millions to shoot them down. Lasers that cost $10 per shot. Memorize those numbers. The conflicts over the next decade and beyond are going to…
