With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a “picks and shovels” approach. But one long-time ...

The investor emotional cycle has not been repealed, and we now have emojis to help express it.

The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be ...

Financial markets have already become so complex and algorithm-driven that even trained experts are struggling to comprehend the moving parts. The timeless adage that we should only invest in what we ...

Housing mean reversion is hurting jobs and economic activity. Home markets are floundering in many US cities, too.

Our month-end letter for January discusses the links between private equity, private credit and elevated financial risks for the rest of us. The segment below offers a primer. Opacity and complexity ...

Far-reaching, worthwhile discussion in this segment.

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...

In June 2022, Canada’s Cullen Commission concluded that weak oversight of casinos in British Columbia enabled widespread money laundering by organized crime, with clear links to broader financial ...

Extremely interesting historical perspective in this discussion; worth a listen.

Electricity generated by renewable power reduces energy waste significantly and, therefore, global power needs. This critical fact is key to understanding the energy evolution unfolding. Fossil fuels ...

After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, ...