This Depression-Era Math Is Working for Us Today
High-quality bonds are mispriced today and poised to benefit as interest rates fall.
The Market’s New AI Mantra: Show Me the Money
Who is actually making money from AI… And who could potentially be put out of business?
Elon Musk Boldly Goes
Musk sees hurdles for building new AI computing capacity here on Earth. So, he's looking to space.
The Wide Moat Show Live Now!
This week’s episode should be a crowd-pleaser. That’s because Nick and I are looking at some high-yielding stocks that should…
What the Fed’s Warsh Era May Mean…
Kevin Warsh is an interesting (perhaps even surprising) nomination for Fed chair.
The Silver Lining in Real Estate’s Underperformance
Let's look at some high-yielding REITs that can still let you sleep well at night.
Is the REIT Renaissance Already Here?
It appears REITs are having a moment, and it's worth having a look at who the likely leaders will be.
Two Major Trends to Watch in 2026
We can't predict the future... But we can prepare, based on the trends we're seeing in the market today.
The New GI Bill
There's a new policy that has long-term benefits for America's children that are enormous.
My ‘Lost Decade’
One experience has helped Brad inform his SWAN (sleep well at night) approach to investing.