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This Bull Market Isn't Even in the Top Half. Here's the Chart That Shows It
The S&P 500 is up 116.9% since October 2022 — only the fifth-best bull market since 1966. Here's what history says about what "too far" actually looks like.

We've Been Here Before. Here's the Chart That Proves It.
The Situational Awareness blowup rattled AI stocks. But a chart comparing Netscape and ChatGPT suggests we've seen this before — and what came next.
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Half Time. And the Score Might Surprise You.
After all the hand-wringing over the Middle East, oil prices, and the Fed, the first half of 2026 delivered a very different outcome than most expected.

The Mag-7 Dip Nobody's Talking About
Turn on the news this year and you'll hear two stories. Iran. And AI.

The Truth About Private Credit and Valuations
The AFR raised a fair question about private credit valuations last week. Here's what investors actually need to understand before drawing the wrong conclusions.

The SpaceX IPO. Let's be honest.
SpaceX went public. It did well. But when the same brokers selling you the stock are also telling you it can only go up, that's exactly when I get uncomfortable.

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