The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • SpaceX: The AI IPO: SpaceX’s revenue in 2025 was $18.7 billion, which works out to a potential price-to-sales (P/S)…
This week, I speak with Vimal Kapur, Chairman and CEO of Honeywell. He began his career as an engineer with the company in India 37 years ago, and rose through the firm across multiple product groups and divisions.…
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Global Fertility Crisis Is Worse Than You Probably Think: Everybody knows about the decline in birthrates.…
My day of remembrance for those who have been lost reads: • Memorial Day. Eric Paliwoda was a big dude. Probably six-foot-six. Those big, meaty hands that would swallow your own in a tight handshake. His jaw stuck out, exaggerated by a lip full of dip.…
The transcript from this week’s MiB: Vimal Kapur, Chairman and CEO of Honeywell, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg.…
My Two-for-Tuesday morning train WFH reads: • Inflation Is Stinging Bonds—With One Big Exception: Treasury inflation-protected securities are generating positive returns despite a rough bond market.…
My mid-week morning reads: • SpaceX: Here’s What You Get For $1.75 Trillion: The largest IPO in history. Here are the numbers that matter. A clean bottoms-up breakdown of the SpaceX IPO valuation by segment — launch, Starlink, contracts, “AI…
My morning train WFH reads: • Land Appreciates. Homes Depreciate. The structure (house) is a depreciating asset: without continuous investment and updates, its value declines over time, even after renovations.…
Doing the tour to promote How NOT to Invest (paperback out now!) I got lots of interesting questions — about the book, my writing process, my investing philosophy, and my career.…
My end-of-week morning reads: • One Million New-Car Buyers Are Gone and They’re Not Coming Back Soon: WSJ on the demand hole left by affordability — a million households permanently priced out of the new-car market.…
The transcript from this week’s MiB, David Gardner, Co-Founder, The Motley Fool is below. You can stream the full conversation on Apple Podcasts, Spotify, or Bloomberg.The video version is on YouTube. The full archive of MiB episodes can be found here.…
The transcript from this week’s, MiB: Philippe Bouchaud, Founder/Chief Scientist, Capital Fund Management, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube…
My Two-for-Tuesday morning train WFH reads: • 50 years. 50 facts. Indexing since 1976. As the golden anniversary of index fund investing approaches, the strategy is widely available across and within asset classes.…
Everybody’s attention has been focused on the Iran War,1 but I want to draw your attention back to a different war — the prior Trade War. Eighteen months ago, the Trump administration was elected to its second term.…
My mid-week morning train WFH reads: • What Do You Believe About Investing? Asking questions about what an investor believes, or what their investment philosophy is, can increasingly feel like a mundane tick box exercise quickly covered by some generic,…
At The Money: Looking Beyond Market Cap Weighted Indexes (April 22, 2026) Cap weighted indexes have come to dominate ETFs. Is it time for investors to consider a strategy based on fundamental weightings, such as profits or revenue growth?…
My morning train WFH reads: • Women get worse investment advice: There are plenty of differences between men and women; how they invest their money, how they deal with risk, etc.…
Twitter Users Statistics – Key Data for 2026 Twitter Marketing For the past 30 years, I have been sharing my ideas on investing, markets, the economy, policy, and related topics.…
