Key corporate moves and macro signals

The slow learner A business can improve in plain sight for years before its price admits it

The AI revolution worth having Forget the trillions being bet on AI. The revolution that matters is the one you can build for yourself, for free, right now.

Old file, new company The market misprices stocks using outdated assumptions. The opportunity lies in that gap.

When 'this too shall pass' doesn't For 30 years, I have told readers to ride out every crisis. The US-Iran war is the exception, and the reason matters more than the news itself.