There’s an old saying on Wall Street that you’re probably going to hear over the next few days: “Sell Rosh Hashanah, buy Yom Kippur.” And no, somebody on Twitter didn’t make this up last week. This is old-school Wall Street.…
This is about to get weird. And when I say weird, I mean really weird. I’ve been telling you for a while now that crypto is becoming the plumbing underneath the financial system. Stocks, bonds, commodities and eventually just about…
Everybody keeps telling me AI is a bubble. And maybe they’re right. Companies are spending an almost ridiculous amount of money building data centers, buying Nvidia (NVDA) chips and finding enough electricity to power all of it. The numbers have…
My friend Larry Thompson just had a baby. And when somebody has their first kid, I’m always curious what’s going on inside their head. I’ve had three kids. I can tell you that becoming a father changes the way you…
A few months ago, I asked Dan Ives when I was finally going to get the robot I’ve been waiting for since I was a little kid. His answer was three years. I’ve already written about why that answer completely…
I was talking markets with a trader friend early Friday morning when he said something that really caught me off guard. “You know, I rarely look at weekly charts.” Really? I found that fascinating because I’m almost the exact opposite.…
I’ve been telling people for years that crypto built something incredibly important. Not another coin. Not another JPEG. Not another place for people to gamble on dog tokens. Crypto built the rails for the future financial system. For years, whenever…
I figured out how to turn $100,000 into $20 billion. It only takes 20 years. You start by buying the S&P 500. Then, every year, you simply avoid the 24 worst days in the stock market. That’s it. Do that…
There’s a lot of talk about interest rates right now. The U.S. 30-year Treasury yield is pushing toward levels we haven’t seen in decades. Naturally, everybody wants to know who’s responsible. Is it President Donald Trump? Is it Treasury Secretary…
Nvidia (NVDA) just reported another ridiculous quarter. The company generated $96 billion in revenue in three months. Its Data Center business alone brought in $89 billion, and Nvidia expects another $108 billion of total revenue next quarter. These numbers are…
Most people don’t own bonds because they’re exciting. They own them because bonds are supposed to make their portfolios safer. Stocks are where you go to make money. Bonds are supposed to be the boring part of the portfolio that…
There’s a song from the 1980s called “She Blinded Me With Science.” I’m starting to think we need an updated version. Because while everybody’s been arguing about artificial intelligence, data centers, semiconductors, and which technology company is going to be…
