But that doesn’t justify a departure from conservative principles. Jumping in: The Consumer Price Index for August showed ...

Take site readiness. A company needs usable land, power and water, road access, and fewer surprises involving permits, ...

Albert wrote in this week about a problem that can sometimes plague your investments. His email started, “Sometimes I like ...

It’s Labor Day weekend, and my goal with this letter will be to not interrupt your long weekend too much. But there are some ...

Owning consumer staples stocks is an absolute must in a dividend investing strategy. Most people turn to dividend stocks for ...

For the past six weeks, we’ve walked through the forces creating America’s K-shaped economy, housing, healthcare, education, ...

Stephen McBride, co-founder of the Rational Optimist Society and chief analyst at investment research firm RiskHedge, shares his framework focused on disruption, the importance of incentives, and how ...

Last week we looked at the water and the wires. This week we take on the objection that scares people most: that AI, and the data centers that run it, are coming for their jobs.

Next month I will begin my 27 th year of writing this letter. The way I write, how I come up with topics, when I write have all changed over time. But one thing is consistent: when I sit down to write ...