Most high-net-worth investors have heard the same advice for decades:
“Diversify your assets and you’ll be fine.”
And yet, when major downturns hit—2000, 2008, 2020, 2022—what happens?
Correlations spike. Assets fall together. “Diversified” portfolios still bleed.
And here’s the bigger proble...
It’s January 6, and this is the time of year when investors get tempted to make bold calls.
“This is the stock for the year.”
“This sector will definitely win.”
“This one can’t lose.”
That’s not the game here.
This is about probabilities, not prophecies.
If you’re serious about Investing with...
Happy New Year—and welcome to 2026.
After three generally strong years in the market, a lot of investors are starting this year with hesitation. Some are saying 2026 won’t be great.
But there’s a strong argument for the opposite: 2026 could be a very good year, especially if you focus on the ri...
For the last couple of years, most investors have been glued to one question: Are rates going up, down, or getting cut?
That’s the headline story.
But the bigger story has been happening behind the scenes—quietly, steadily, and with far more impact on the markets than most people realize.
It’s...
Insider Tips — January 5, 2026
 As we kick off 2026, I remain constructive on the year ahead despite the cautious tone dominating headlines. While many expect limited Fed easing and slower growth, I believe we’re setting up for a stronger-than-expected environment driven by AI capital spending, inf...
End-of-year stock reviews are more than entertainment. They’re a shortcut to understanding what the market rewarded, what themes dominated, and what technical traits showed up again and again.
In 2025, the S&P 500 returned about 17%—a strong year by historical standards. But the bigger story is ...
On December 24, 2025 (Christmas Eve), Nvidia surprised the tech world with news tied to rival chipmaker Groq—and investors immediately asked the same thing: Is Nvidia killing competition… or securing the next phase of AI? (
But here’s the twist: early headlines framed it like a $20 billion acqui...
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Insider Tips — December 29, 2025
In this final Insider Tips of the year, I walk through why the market remains firmly green despite light holiday trading and constant noise in the headlines. All major indexes continue to sit at or near all-time highs, supported by falling interest rates, global ...
Insider Tips — December 22, 2025
In this week’s Insider Tips, I'll walk through why the market heading into the holidays remains firmly green despite the constant noise coming from headlines. While Wall Street thrives on alarmism, the charts continue to tell a very different story. The primary tren...
Market Pulse December 15, 2025
In this week’s Insider Tips, I walked through a market that remains firmly green, with four green lights still in place and several major indexes pushing to or holding near all-time highs. While tech has been choppy and leadership has rotated away from some of the meg...
Market Pulse December 8, 2025
In this week’s Insider Tips, I walk through a strong green market, which gives us the tailwind we love when selling covered calls. With all four lights in my market-timing system flashing green, the probabilities are finally lining up again. I added a few positions—NVI...
INSIDER TIPS — December 1, 2025
In this week’s Insider Tips, I walk through a market that’s shifting back toward green as we head into a new month. After several weeks of choppy red-green-yellow signals, the major indices have rebounded strongly, reclaiming their 50-day moving averages and showing ...
