To The Moon

Are you worried that investing in today's technology-focused stock market is dangerous?Imagine a time machine, like Doc Brown's DeLorean in "Back to the Future, " that could transport us to the best possible times in history to invest. I don't know about you, but I would set the destination circuits to June 1, 1932. On that date, the S&P 500 had fallen 86.2% from its peak price in 1929.That way, I could earn some of the highest annualized long-term total returns ever recorded: roughly 12.3%, 15.1% and 16.1% over the ensuing 10, 20 and 25 years, respectively. A 16.1% annualized return over 25 years would turn $100,000 into nearly $4.2 million.I wouldn't thank Doc Brown's flux capacitor for my millions. Instead, I'd thank what many financial advisers and asset managers call a "dangerously overconcentrated" stock market.In the 1990s, brokers called index funds "tax bombs" that would supposedly hit investors with huge, unexpected tax bills. Then came warnings that index funds couldn't pro

The recent pressure on the software sector means some stocks backed by strong fundamentals are now trading at bargain levels.Two high-profile examples are Microsoft $(MSFT)$ and Oracle $(ORCL)$,...

The tech industry’s surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC’s “Halftime Report.”″The reason for that...

News and my thoughts from the past week (26Jan2026) Civil unrest. Jamie Dimon says that’s what happens when AI layoffs move faster than society can adapt. AI isn’t the danger. Speed is. If technological displacement arrives in sudden, concentrated waves, Dimon warned that the consequences could be destabilising. “You’ll have civil unrest.” - X user Amanda Goodall Trump admitted the reason he doesn’t want home prices to fall so people can afford them, is that current homeowners and mortgage lenders would lose money. But if homes are so overpriced that people can't afford to buy them, they’re not worth what people think. A crash is coming. - Peter Schiff One of the most overvalued stock markets by any metric - X user Lukas Ekwueme The Federal Reserve is injecting $55.3B into the financial sy

(Reuters) - U.S. President Donald Trump on Friday praised economic adviser Kevin Hassett at a White House event and said he may want to keep him in his current role, as the president considers his...

SoftBank Group Corp. sold its entire stake in Nvidia Corp., pocketing $5.83 billion ahead of a rash of planned investments by founder Masayoshi Son to build his own sphere of influence supporting...

Jensen Huang, the CEO of Nvidia Corp., has completed his planned sale of over $1 billion worth of the company's shares since June.The last batch of 25,000 shares was sold on Friday, concluding a...

The Federal Reserve is almost universally viewed as on track to cut interest rates next week, despite inflation running at a 3% annual rate in September - well above the Fed's 2% target.What gives?...