Brookfield Asset Management Looks To Go Nuclear
Nuclear energy has enormous potential, and I’m closely watching new investment possibilities as they come up. That’s why I zeroed in on the big news from Cameco and global alternative asset manager Brookfield Asset Management.
Bitcoin Drops To $110k After Another Market Dip
The crypto market ends the week at a total market capitalization of $3.7 trillion.
S&P 500 Faces Strong Headwinds As Liquidity Tightens And Dispersion Unwinds
The average repo rate on Friday surged to 4.29%, about 29 basis points above the Standing Repo Facility rate.
Apple's Free Cash Flow Surges, Implying AAPL Stock Could Be 20% Too Cheap
Apple Inc.'s revenue was up 8% YoY for the quarter and fiscal year ending Sept. 27, 2025. Its free cash flow surged 10.8% YoY to almost $99 billion and up 8.5% QoQ.
Three Things – The Good Enough Portfolio
Expectations for U.S. stocks (mainly U.S. tech) are very, very high. Historically, stocks have been about 15-20 year instruments by this metric so 24 is getting up there.
Stock Valuations Are The Most Deviated They've Ever Been In History
The bull rally marches on, and looks poised to continue through the end of the year.
The Largest Asset Class In The World Just Collapsed
New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class.
When Regulation, Not Capitalism, Creates Fake Jobs
From an Austrian perspective, most “fake jobs” appear precisely where the market test is suspended by government intervention, where profit-and-loss signals are muted, and where coercive funding shields inefficiency from discovery.