The Bond Market Circus: What the 10-Year Yield Is Really Telling You
The financial media is spinning the bond market into a panic narrative, and most of it is nonsense. I want to break down what the bond market is actually supposed to do and why rising yields might not be the disaster the pundits are selling you.
The AI Debate Is More Complicated Than the Headlines Want You to Believe
Everyone wants to put you in a camp on AI: either you’re all-in or you want to slam the brakes. I’m here to tell you that kind of binary thinking is exactly how everyday Americans get hurt.
Good Money vs. Bad Money: What the Toys R Us Collapse Reveals About Private Equity
Not all money is created equal, and the collapse of Toys R Us is a perfect case study in what happens when bad money infects a healthy business. I have been saying this for over two decades, and the private equity playbook has not changed.
How Governments Use Your Money, Your Healthcare, and Your Kids to Keep You Dependent
After 26 years on air, I’ve watched both parties inch this country closer to a system where the government controls more of your life, your money, and your choices. The playbook isn’t new, but most people still don’t recognize it when they see it.
Why the Tax Code Is the Real Wealth Gap Villain (And What Nobody Wants to Admit)
I wrote back in 2008 that we needed to shoot the tax code into the sun, and I meant every word of it. The tax code is not a neutral system. It is a weapon, and it is aimed directly at people who work for a living.
Two Sets of Tax Rules: One for Big Corporations, One for Everyone Else
If you think the tax code treats every business equally, I have a bridge to sell you. The same politicians who lecture us about fairness are quietly handing billion-dollar tax breaks to corporations while your local accountant or restaurant owner pays full freight.
Why Arrogant Money Managers Are the Biggest Threat to Your Portfolio
After 30 years in this business, I can tell you one thing with absolute certainty: the loudest voices in the room are almost always the worst portfolio managers. If someone is bragging about their performance, your money is in danger.
The $5,000 Trump Check Promise: Why Your Wallet Should Be Skeptical
Another big government check promise is making the rounds, and I’m here to tell you it’s not happening. Before you start planning how to spend $5,000 you don’t have, let me walk you through the math that nobody in Washington wants to talk about.
Why Bessent’s Bond Buying Strategy Is Dead on Arrival
Treasury Secretary Scott Bessent announced a $6 billion bond-buying program and declared himself the dominant force in the bond market. There is just one problem: the bond market does not care.
A 9/11 Reset: Why America Needs to Reboot Before the Financial and Political Fallout Gets Worse
Twenty-five years after 9/11, I believe America is staring at its own blue screen of death. The divisions being manufactured by politicians, media algorithms, and influencers are not just a cultural problem, they are an economic and financial threat to every American.