Thoughts on AI
There is no doubt that AI will be transformative to the economy at large and people’s lives at the molecular level. What that impact will be is uncertain, but it…
Micron Technology | MU
I friend of mine who is an RIA asked me if I thought there was still time to get in on the memory chip mania. This article is for paid…
Emerging Markets | EEM
We have been fans of emerging markets for some time, as these stocks have performed well since the global financial crisis. Asia was weak, Latin America was weak, and so…
Home Depot | HD
The Fed has cut short-term interest rates, and most people believe that this is good for interest rates. But what if it is not? This article is for paid members…
Office Hours
In this episode of Office Hours, Mike & Mark discuss gold, silver, and copper, as well as Freeport-McMoRan, a global mining company (primarily focused on copper).
United Parcel Service | UPS
United Parcel Service (UPS) is an American multinational package delivery and supply chain management company, widely recognized as one of the world's largest logistics providers. This article is for paid…
Gold, Silver, Copper, Freeport McMoRan | FCX
The rally in precious metals prices has caught traditional stock investors by surprise. This phenomenon should not come as a big surprise to the gold and silver enthusiasts who have…
Novo Nordisk Update | NVO
On December 22, 2025, the FDA approved Novo Nordisk's once-daily oral semaglutide (branded as the Wegovy pill), marking the first oral GLP-1 receptor agonist specifically for chronic weight management in…
Economy is Ok
The government just released the latest GDP figures on Friday, and the results caught the mainstream (read: Keynesian) economists by surprise. Recall that they have been hitting an unrelenting drumbeat…
Cisco Systems | CSCO
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Hut 8, Inc. | HUT
NVIDIA aside, we are finding it difficult to identify investments in AI that show promise beyond "if they build it, they will come." Yes, many companies are jumping into the…
Mosaic | MOS
Everyone hates Mosiac! We are looking for a sentiment shift. This article is for paid members - please login or subscribe for access.