The war cools off and the market heats up

On March 31st, a White House leak suggested that the War in Iran […]

Computation does real work, generating revenue and profit

Summary: AI skepticism is everywhere, and some of it is understandable, but we think […]

Two in one year

For the second year in a row, there’s a war on, and both were the result of dramatic […]

The software business model is changing

Spoiler: What’s going on with software companies? And why is Wall Street reacting so strongly? The […]

Top-down investing is the voting machine in action

There’s a tremendous amount of money that trades based on top-down market relationships, like […]

Focusing on the long-term is easier said than done

Alarming headlines make it hard to be a stock investor. Especially headlines about […]

Stocks are being sold, but why?

After a good beginning of the year for the stock market, coupled with excellent earnings reports, […]

Many investors treat all companies as if they’re the same.

Over the last few days, software stocks have been selling off aggressively as new AI coding […]

The future is often just more of the present

Some of the largest companies in the world are spending more money than […]

Most indicators moving in the right direction

Lately the news on the economy and the early results of the Trump Tariffs has […]