2025 is not over, and I am reflecting on what happened in the previous eleven months. It is clear that investors have numerous opportunities to continue creating wealth. All the noise and fears presented by the media circus aim to divert you, as an investor, from fundamental research toward clickbait distractions, should be ignored.   ‘The best investment opportunities often exist where people are not looking, and the media and Facebook won't help find good ideas.   The top t

Happy Fall season.   I wanted to break down exactly what happened in October and provide a brief synopsis of the opportunities that still exist, including some growing concerns.   The United States Federal Government is the largest single entity spender on earth. No other entity comes close; second place is held by China's central government, at approximately $4 trillion per year.   In 2024, the Federal Government spent $7.6 trillion and took in $5.5 trillion in revenue, resu

The third quarter was a productive step in the right direction.   Tariffs, at least for now, have had little effect on inflation and...

For the first time in three years, a major economic tailwind is poised to emerge—potentially as early as September—and it’s coming from a...