Realty Income closed out 2025 with another steady quarter, reinforcing its reputation as one of the most consistent net-lease REITs in the market. Given the results, how should investors approach the stock?

In the spirit of this week’s State of the Union address, I thought it would be timely to share with you my view of the financial markets now. For our part, we believe the 'State of the Market' is characterized by a “great rotation.

For investors, a question arises about the impact that the strikes by the U.S. and Israel on Iran will have on equity markets and the economy.

American Express stock dropped close to 8% on Friday, Feb. 27, 2026 after Block’s announcement of sweeping layoffs rattled investor confidence across the financial sector.

Berkshire Hathaway recently released its annual report for 2025. Here are some brief highlights of the release.

Eight years ago, I believed 90% junk silver was one of the most practical ways to own physical silver. Now in 2026, the question is simple: Was that thesis correct?

My daughter used Duolingo for years. She learned Chinese. She learned Korean. I have nothing bad to say about the product. Now look at the stock. Look at where it was, and look at where it ended recent trading.

Who better to ask whether AI is killing the jobs market than our robot overlords themselves? In a week when AI doom-mongering has dominated headlines, the answer may surprise you.

There is huge demand for gold at the moment. If you don’t own the metal (or gold-related assets), you are missing out on one of the great bull markets of our lives.

As 10-year yields finally break below 4%, here is a quick look at some charts.

Let’s walk through the exact checklist I use to answer “why is it down?”—and more importantly, to decide whether it’s a problem, or an opportunity.

The Dot Com Bust didn’t kill the Internet. It killed overvaluation. Fast-forward to today. AI doesn’t eliminate moats — it reshapes them. So, let’s talk about Salesforce Inc. as a contrarian AI trade.

Here is a short look at the 10 largest companies by market capitalization as of Saturday, Feb. 28, 2026. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.