I’ve spent 30 years watching investors lose money chasing shiny objects, and the pattern never changes. From dot-com delivery schemes to a $15 billion smart ring that couldn’t find buyers, the lesson is always the same.
The $10,000 Data Center Bribe: What Your Home Equity Is Really Worth
A Pennsylvania township just rejected a $45 million offer from a data center company, and I think they made the right call. Here is why that $10,000 check could cost you far more than you realize.
Bond Yields Are Rising: Why I Welcome Higher Rates and What It Means for Your Portfolio
For years, low bond yields gutted the income potential of retirees and forced everyone into riskier assets just to keep up. Now that yields are creeping back toward something resembling normal, I want to explain why I actually welcome this shift and what it means for building real income in your portfolio.
The Poison Pill Trick: How Congress Protects Its Own Stock Trading Profits
The U.S. Senate just voted down the Stop Insider Trading Act, and the reason why tells you everything you need to know about how Washington really works. Both parties wanted this bill to fail, and they made sure it did.
Judy Shelton Joins Treasury: What Sound Money Policy Could Mean for Your Portfolio
Scott Bessent just made his best move as Treasury Secretary, and almost nobody noticed. Hiring Judy Shelton as his counselor is a signal that sound money principles may finally have a seat at the table in Washington.
Why Wall Street Year-End Predictions Are a Waste of Your Time
Every time the market gets choppy, the so-called experts on CNBC change their ‘base case’ and act like that’s analysis. I’ve been calling this out for decades, and nothing has changed.
What Market History Actually Tells Us About Rising Bond Yields and Your Portfolio
Every time bond yields spike, the financial media declares the sky is falling. But if you actually study market history, the story is a lot more complicated than the panic merchants want you to believe.
Wall Street’s Dirty Secret: Why Your Account Size Determines the Quality of Advice You Get
If your investment account is under a certain dollar threshold, the big wirehouse firms have already decided you are not worth their time. I have been reporting on this since 2000, and the playbook has not changed one bit.
Jamie Dimon’s Three Pillars for Western Economic Revival and What It Means for Your Portfolio
Jamie Dimon published a remarkable piece in the Wall Street Journal laying out a plan for the Western world’s revival, and the points he’s making are things I’ve been talking about on this program for years. If even one of the three pillars he identifies starts to crack, the consequences for American investors will be severe.
Democrats Running on Affordability? Their Record Tells a Different Story
I’ve watched both parties play games with your wallet for decades, and now Democrats want to run on affordability? Let me walk you through the numbers, because the record doesn’t lie.