But that doesn’t justify a departure from conservative principles. Jumping in: The Consumer Price Index for August showed ...

Take site readiness. A company needs usable land, power and water, road access, and fewer surprises involving permits, ...

It’s Labor Day weekend, and my goal with this letter will be to not interrupt your long weekend too much. But there are some ...

Albert wrote in this week about a problem that can sometimes plague your investments. His email started, “Sometimes I like ...

For the past six weeks, we’ve walked through the forces creating America’s K-shaped economy, housing, healthcare, education, ...

Owning consumer staples stocks is an absolute must in a dividend investing strategy. Most people turn to dividend stocks for two reasons—to generate income or to put the magic of compounding to work ...

Stephen McBride, co-founder of the Rational Optimist Society and chief analyst at investment research firm RiskHedge, shares his framework focused on disruption, the importance of incentives, and how ...

Last week we looked at the water and the wires. This week we take on the objection that scares people most: that AI, and the data centers that run it, are coming for their jobs.

Next month I will begin my 27 th year of writing this letter. The way I write, how I come up with topics, when I write have all changed over time. But one thing is consistent: when I sit down to write ...

I was in Newport Beach two weeks ago doing several video interviews with David Bahnsen. At the end of the interview, he mentioned the importance of having a proper “philosophy of investing.” Time was ...

“…what I learned is whatever successes I had in life had to do more with how I dealt with what I didn’t know than what I know… “…the reason I did that ...

"After bread, education is the first need of the people." Note the word “requires.” Our founders believed education is a prerequisite to the survival and success of the American experiment. This week ...