Real Wealth Concepts

Why the Crash is Locked In

The AI Apocalypse is Nigh

Oct 3, 2025

September 2025

Why the AI Boom Is the Last Pillar Propping Up a Fragile Market ⚠️

Shrinking Margin for Error

Sep 27, 2025

March 2024

Investing Dead Zones

Markets don't always go up

Mar 7, 2024

February 2024

Is market concentration a bad thing?

Mag 7 stocks led the market in 2023

Feb 26, 2024

1

NVIDIA sells picks and shovels

The AI goldrush resembles bubbles past

Feb 20, 2024

2

1

Excess Savings: It Was Nice While it Lasted

But guess who's still winning?

Feb 12, 2024

1

1

January Blues, February QQQs?

Witty subtitle

Feb 5, 2024

1

1

January 2024

Book Summary: A Short History of Financial Euphoria

This book has sat on my recommended list since I first read it in 2009

Jan 4, 2024

10

1

December 2023

KKR: Glass Half Full - Outlook for 2024

"We think earnings for the cycle already bottomed in 2Q23"

Dec 24, 2023

25

1

Market May be Overbought

Don't be surprised if we experience a pull-back

Dec 21, 2023

21

1

Morgan Stanley Top 10 Surprises for 2024

Plus calendar year returns and forward expectations

Dec 16, 2023

21

1

BNP Paribas: 9 AI Developments in 2024

Plus macro view for the year

Dec 13, 2023

16

1

1