When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high.

July 4, Puerto Rico and How to Feel Good about America This letter is going to be a little different, and much shorter. But on July 4 I hope it makes you feel good! Regular readers know I spend most ...

Over the weekend, I was talking with a family friend who was moving some money around. I asked what he planned to do with the cash left over. I was hoping his answer wasn’t put it in a low interest ...

The AI Era is here, reshaping portfolios, businesses, and daily life. The genie is not going back in the bottle, and it brings real opportunities and real risks. The AI Playbook is your end-to-end ...

This week is the final recap of the 2026 Strategic Investment Conference. I have always done summaries of the SIC afterwards, but I don’t think I’ve ever taken four weeks, let alone five weeks to ...

I’m always searching for a good bargain. Well, as long as it’s a bargain on something that I need and will actually use. My favorite brands of polos and barefoot shoes are always on the list. It makes ...

REITs are a “must have” in an income-focused portfolio. These investments were created in 1960 to give the individual investor the opportunity to invest in commercial real estate. By law, they must ...

That was a suggestion I received last week. The reality is that “tech growth” is pretty much a double negative for dividend investors. By design, a company in its growth phase shouldn’t be paying much ...

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