Investing

The Massive Bull Case for Domestic Manufacturing Companies

Sometimes, the best investments and themes become the best not because of their truly profound nature,…
Too Many Digital Opinions, Not Enough Physical Opinions

I find it increasingly interesting how in the “digital know” people are relative to the physical…
The $1,000 Trump Investment Account is Not a Good Idea

I’ve been thinking about this proposed “Invest America” plan or the $1,000 “Trump Accounts.” The idea…
Warren Buffett Started as a Pinball Man

So, I just learned this the other day, and this story is fantastic. I’ll try to…
Elon Musk is Wrong About The Big Beautiful Bill

Mortgage debt makes more than $12 trillion of all debt out there. It’s just massive. And,…
My Thoughts on US Debt

I believe that there’s a clear distinction in debt at the sovereign level: a country is…
Exploring Onshore Manufacturing Stocks in the US

There’s no denying the trend is in full swing. It’s best to latch on now. Reduce…
The First Time Ever I’ve Become an Apple Bear

Apple, the three trillion-dollar titan that everyone has been following for a decade now, the so-called…
My Unfiltered Views on Markets Right Now

I’m still a believer in one of the most powerful economic strategies on the table right…
A Quick Reflection on My Career

The other day, someone asked me a simple but loaded question: What projects are you most…