Anatomy of an Investment Swindle: What SPVs Are Really Doing to Everyday Investors
Special Purpose Vehicles promised everyday investors a backdoor into hot private companies like SpaceX and Impossible Foods. What many of those investors got instead was a locked portal, no tax documents, and a missing fortune.
Crony Capitalism Is the Real Enemy, Not Socialism
Everyone is asking whether America is drifting toward socialism, but I think that’s the wrong question. The real threat has always been crony capitalism, and both the new left and the new right are starting to figure that out.
Why Market Surges Should Make You More Nervous, Not More Confident
When the market races to the roof, most investors feel relieved. I feel more cautious than ever, and there are very specific reasons why.
Celebrity Political Power: How Did Actors End Up Running American Politics?
I have been thinking hard about when exactly celebrities took over American political life, and I think most people are not asking the right questions about it. George Clooney wrote an op-ed that effectively ended Joe Biden’s presidential campaign, and nobody seemed to find that as strange as I do.
Crony Capitalism Is Not Free Markets: Why Government Picking Winners Hurts Your Portfolio
When the government takes stakes in private companies and hands out hundreds of millions in subsidies, it isn’t capitalism. It’s a rigged game that distorts markets and puts your investments at a disadvantage.
AI Hedge Fund Collapse: What Every Investor Can Learn About Risk and Arrogance
An AI-powered hedge fund founded by a 24-year-old former OpenAI researcher just blew up, and the lessons here are ones I have been repeating for over 26 years. This is not just another cautionary tale. It is a blueprint for how overconfidence, unchecked risk, and fear of missing out destroy wealth.
Stagflation Warning Signs: What the GDP Numbers Actually Mean for Your Portfolio
The latest GDP numbers came in at 1.5% annualized growth, and I’m here to tell you that is not a good sign for your retirement accounts or your purchasing power. When you stack that against a June PCE reading of 3.7%, which is nearly double the Fed’s stated 2% target, we have a serious problem that most financial advisors are not talking about.
Stagflation Warning Signs: What the GDP Numbers Actually Mean for Your Portfolio
The latest GDP numbers came in at 1.5% annualized growth, and I’m here to tell you that is not a good sign for your retirement accounts or your purchasing power. When you stack that against a June PCE reading of 3.7%, which is nearly double the Fed’s stated 2% target, we have a serious problem that most financial advisors are not talking about.
Market Volatility Is Exposing the Portfolios That Were Never Built to Survive It
Markets are correcting, hedge funds are blowing up, and the Korean stock market just wiped out over 700,000 investors. If you think that kind of destruction can’t happen here, you haven’t been paying attention to what’s already sitting inside American portfolios.
Paul Volcker, Fed Guidance, and What Rising Rates Really Mean for Your Portfolio
The Federal Reserve has become a circus of economists, forward guidance, and Wall Street hand-holding. I want to take you back to a time when the Fed actually did its job without a press conference, a briefcase indicator, or a thousand PhD economists telling us what to think.