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Alphabet Isn't Being Disrupted by AI. It Is Becoming AI.
The Market Is Still Wrong About Google. Google Didn't Lose the AI Race — It Was Always Going to Win It. The Only Company That Owns the Whole Stack!
May 28
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Pareto Pure Alpha Portfolios — June 2026
Recession off the table? Now in an AI bubble! One commodity gaining momentum!
May 27
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SpaceX IPO Is a Trap. The Real Trade Isn't SPCX!
Wall Street hypes a historic rocket listing, but prospectus reveals a better way to invest in the ecosystem!
May 26
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Pareto Pure Alpha Portfolios — May 2026 #2
Three portfolios. Three different jobs. Three different sources of return that do not all move in the same direction at the same time.
May 17
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The Future Is Much Bigger!
NVIDIA is undervalued at $5 trillion. Agentic AI needs 1,000x more compute!
May 14
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Gold Has Just Begun!
This Pullback is a Buying Opportunity! Majority of the return comes last. In 1975 gold fell 50% before a 750% rally. In 2008 it fell 30% before…
May 11
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The Coming Debt Crisis
U.S. Debt Spiral Has No Exit. It Will Destroy Your Wealth Within Five Years. Here Is What Happens Next — And How to Position Before It Does.
May 4
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Time to go Nuclear?
Uranium Is the Winner of the Current Energy Crisis!
May 2
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April 2026
Pareto Pure Alpha Portfolios — May 2026
War is bullish. Inflation is bullish. Record deficits are bullish. Pareto portfolios navigating bubble valuations and the biggest commodities bull run…
Apr 30
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How the AI ‘bubble’ Compares to History
The S&P 500 is more expensive than it was before the 1929 crash. Seven companies represent 30% of the most important index on earth. Can AI power the…
Apr 29
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It Feels Like 1999
Are We Repeating History? Will It Fall Like It Or Is AI Truly Transformative Enough To Avoid The 2000–2002 Crash?
Apr 19
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South of the Consensus
Most investors are still looking north. The returns are south.
Apr 13
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