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The word “quantum” is defined as “an amount,” with its Latin root meaning “how much.” In physics, a quantum is the smallest discrete unit of any physical property. The adjective form, as in “quantum leap,” describes a sudden, significant, and […]

Last week, a viewer of the Morning Show emailed me about risk management for retirees. He asked the single most important question retirees face, and rarely get a straight answer to. “From an already retired perspective, and as one whose […]

The rather “Pavlovian” response to Central Bank interventions has led investors into a false sense of security with respect to the risk being undertaken. Here are the 15-investing rules to win the long-game.

Innovation drives productivity growth, which in turn raises the standard of living for a nation’s population. Accordingly, we support the theory that AI will boost productivity, benefiting the economy and the population. We laid this bullish case out in The […]

After three decades of watching market cycles play out from both sides of the trade, I’ve come to a simple conclusion: Wall Street’s love of simple rules is one of the most dangerous aspects of investing. When stocks fall 10%, […]

The US economy’s curb appeal looks great. Consider that gasoline prices are nearly $5, crude oil is trading above $100, consumer sentiment is at historically low levels, and mortgage and other interest rates have remained relatively high. Yet, despite the […]

$397 billion. That’s how much “Buffett cash” now sits on Berkshire Hathaway’s balance sheet after Greg Abel’s first quarter as CEO. Warren Buffett left $373 billion behind when he stepped down at the end of 2025. Three months later, after Abel’s […]

Intel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some […]

The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF, closed Friday at $509.77 after touching a fresh intraday high of $511.68. That’s a gain of roughly 244% from the April 2025 low of $148.31. Most […]