Personal robots intrigue me most in the robotics space. The jury is out as to when personal robotics—Rosie the Robot ...

Speaking of uncertainty, last week KPMG Chief Economist Diane Swonk posted an X thread on what she called “the mother of all ...

America’s AI Action Plan rests on three strategic pillars: Accelerating AI Innovation—Cut red tape, favor open-source and ...

Americans have too much stuff. In both good and bad economic times, people use self-storage as a solution for having more stuff than space. CubeSmart (CUBE) and Public Storage (PSA) are in fact REITs ...

July 23, 2025 I Wouldn’t Touch Today’s Housing Market—But I Do Invest in Real Estate I decided years ago that owning a house wasn’t for me. I don’t want to be tied to the same place for too long. I ...

The White House released America’s AI Action Plan—the clearest signal of AI’s importance to global dominance ...

I Wouldn’t Touch Today’s Housing Market—But I Do Invest in Real Estate I decided years ago that owning a house wasn’t for me. I don’t want to be tied to the same place for too long. I bought my first ...

As of last December, the median FOMC member expected 2.5% inflation in calendar 2025. That was enough for them to pause the ...

According to the US Energy Information Administration (EIA), demand for electricity increased by only 0.1% per year from 2005 to 2020. Since 2020, the annual rate of increase has been 1.7%. Here’s ...

Happy Fourth of July! I hope you’re enjoying a long holiday weekend. That’s what I am doing, so this letter will be a little different. But first, this is a very special Fourth of July. It is the ...

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals. It happened last week when President Trump announced tariff rates on several important trade partners not ...