Everything is relative. That’s one reason the economy is so hard to understand. In a very real sense, we all live in our own ...

It doesn’t look like 2026 will be the year to add consumer discretionary companies to your portfolio. Maybe the opportunity ...

Today we continue anticipating 2026, this time shifting for the first part of the letter from economic issues to geopolitics ...

Every so often, a single word surfaces and cuts through the noise. If you’re like me, you know the noise all too well.

Just like adding any position to your portfolio, the fund in question must have some sort of purpose for being there.

A recent piece in the Wall Street Journal noted something that feels trivial at first glance but isn’t: people don’t dance ...

“A speculator is one who runs risks of which he is aware, and an investor is one who runs risks of which he is unaware.” – John Maynard Keynes “The biggest mistake investors make is to believe that ...

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When investors, financial professionals, and discerning citizens need a big-picture view of what’s going on in the economy, they turn to John Mauldin. And for good reason. John has dedicated more than ...

Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over ...

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According to Einstein, energy is everything. Literally. Every material thing you can touch is simply energy in a different form. Sometimes we can unlock that energy via combustion – burning wood or ...