The diversification problem for U.S. based investors, plus 🧁 weekend sprinkles 🧁

Bitcoin hits major $100K milestone

One of the world’s largest free trade zones is under attack

The unscientific anecdata supporting the American consumer, plus Brain Rot and the Overton Window

Investors feeling gratitude this holiday season, plus market internals, seasonality, Intel, and Michigan (go blue !)

40 years touching GO 💫

Mag 7 payments to shareholders, plus interest on your cash, inflation, and bankruptcies

Year-end outlooks? Forget about it.

What's driving interest rates higher, plus bitcoin's smashing success and icebergs

How the $35 trillion dollar national debt impacts investors

Stay on target 🎯 (a visit with my friend Charles Payne)

How the Trump trade impacts long-term investors, plus 2025 earnings and rate cuts