Commentary

Why DeepSeek Is Bullish for the World

This is not about China. I applaud the creativity of the DeepSeek developers and especially their ability to drive down costs. I am amazed they made it truly open-source and revealed everything.

Commentary

The Trends Set to Make Us Money in 2025

The first month of 2025 will soon be behind us. We’ve seen new inflation data and earnings season start to ramp up.

Commentary

Crucial Questions

The Second Trump Era has begun. If you are confident about what it will bring (either good or bad), I would like to gently suggest you reconsider. None of us should be sure what is coming.

Commentary

A Possible Storm

Last week in my 2025 forecast letter, I predicted A Partly Cloudy Year, generally mild but with occasional storms. Today we’ll talk about the second half of that sentence. What could go wrong and lead to a worse-than-expected year? In short, what are the main risks to my forecast?

Commentary

The Quantum Hype Machine

Everybody has an opinion about quantum computing lately. Last week Nvidia CEO Jensen Huang suggested we were 15–30 years away from “useful” quantum computing

Commentary

A Partly Cloudy Year

Rough times are coming, yes, but I think we have at least 12 good months before the worst gets here. Let’s look at some of the reasons why things should be okay and then look at some of the potential problems.

Commentary

A Necessary Tool for Income Investors… Especially Now

Since dividend investing can be boiled down to a single strategy—generating income—you might assume we don’t need a toolbox full of tools. We know that’s not true.

Commentary

A Controversial Start

Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.

Commentary

Live Free and Don't Die

I expect three major innovation cycles to dramatically affect our world in the next decade, with impacts comparable to steam engines, electricity, automobiles, and even the internet. Every new invention helps us explore even further.

Commentary

Quantum Supremacy

I must confess, I have been aware of quantum computing for quite some time, but it was one of those things that always seemed far off. It’s now getting much closer.

Commentary

In an Uncertain World, There’s 1 Sure Thing

Taxes are on my mind. Do I factor in whether a dividend is considered qualified or ordinary when making my recommendations?

Commentary

Demanding Energy

Energy is everything. Or, if Einstein was right, you and I are just energy in material form. Accelerate us to lightspeed squared and we might become something else.

Commentary

Can Christmas Spending Put More Dividends in Your Stocking?

Collectively, we’re spending more and more on Christmas each and every year. This happens despite concerns about the economy and politics—and the fact that US credit card delinquencies continue to climb higher. So, how does this put more money in our pockets as dividend investors?

Commentary

Homes for Christmas

Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.

Commentary

The Changing Nature of the Stock Market

The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?