This Volatility Was Inevitable
After months of stocks tracking higher, volatility was inevitable.
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First Signal
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Don’t Panic Sell AI
This is the market giving us a chance to buy the leaders after a forced reset.
Bitcoin Sellers Are Getting Tired
The people who wanted out have sold. The hedgers already hold their downside insurance. And there is simply less...
The Bigger Picture Hasn’t Changed
Sometimes the smallest forces, the ones almost nobody notices, end up making the biggest difference. Investing works much...
AI Infrastructure Spend Is Accelerating
AI has been the dominant force in this market for the last three years. It started with semiconductors. Then...
