Mailbag
Jamie Dimon Still Has More to Give
Readers weigh in on JPMorgan and its CEO, Tesla’s valuation, and allocation advise for retirees.
2 minute read
Microsoft’s AI Capex Is Sustainable
Readers weigh in on Microsoft, Guy Spier, renewable energy, and the biggest Ponzi scheme of them all.
2 minute read
Waging War Amid a Rising Deficit
Readers weigh in on the Iran war, the Magnificent Seven, Salesforce’s Informatica, and U.S.-Chinese tensions.
2 minute read
Picking Winners In Utility Stocks
Readers weigh in on utility stocks, Will Danoff’s Contrafund, mitigating interest-rate risk, Anthropic, and Viatris.
2 minute read
The Almighty Dollar Isn’t Dead Yet
Readers weigh in on the dollar’s prospects, alternative funds, the great sector rotation, and Figure Technology Solutions.
2 minute read
Don’t Have a Cow Over the Cattle Supply
Readers weigh in on beef prices, the population slowdown, healthcare availability, and the fall of crypto.
2 minute read
Robotics Could Be a Boon for the Elderly
Readers weigh in on the robotics industry, the price of gold and the nation’s debt, BDC debt securities, and the limits to Anthropic’s Claude Cowork plug-in.
2 minute read
The Shaky Pillars of Artificial Intelligence
Readers weigh in on Dan Ives, Kevin Warsh, Jerome Powell, and how to solve deep-rooted economic issues.
2 minute read
When Investing Tends Toward Gambling
Readers weigh in on meme stocks, gold prices, Rajiv Jain’s perspective on tech and AI, and Steven M. Sears’ advice for Berkshire’s Greg Abel.
2 minute read
Waiting for a Peace Scare in Venezuela
Readers weigh in on the Roundtable Part 2, housing affordability, the need for Fed autonomy, and Invitation Homes.
2 minute read
Walmart, Costco Are Worth Every Penny
Readers weigh in on reliable growth stocks, economic stimulus, Constellation Brands, and Trump’s approach to foreign relations.
2 minute read
Dividend Stocks for Retirement Income
Readers weigh in on income ideas for 2026, reasons not to be bearish in 2026, wisdom from Charles R. Schwab, and the case for international stocks.
2 minute read
There’s One Sure Bet on the 2026 Market
Readers weigh in on the AI cycle, gold miners and bullion, Will Danoff’s Fidelity Contrafund, and timeshare stocks..
2 minute read
Prediction Markets Imperil the Public
Readers weigh in on prediction markets, the importance of grants to kids, and the risks of unshackling banks.
2 minute read
Hassett Is Already Backed Into a Corner
Readers weigh in on Kevin Hassett, the Fed’s purchase of T-bills, a vote against Comcast and MSGS, and the case for Cal-Maine Foods
2 minute read
The Pitfalls of Private Markets
Readers weigh in on private markets, small-caps earnings growth, Casey’s General Stores, and data centers vs. healthcare.
2 minute read
Play a Waiting Game With Roblox Stock
Readers weigh in on Roblox, Google, Blue Owl Capital, the challenge of trading less often, tax code changes, Mohamed El-Erian’s criticism of the Fed, and President Trump’s economic wins.
4 minute read
Steady as She Goes, Greg Abel
Readers weigh in on Berkshire Hathaway, concierge medicine, AI volatility, and the 50/25/25 asset mix.
2 minute read
The ‘Resilient’ Rally of Chinese Stocks
Readers weigh in on Chinese stocks, government stakes in public companies, Corning, and stablecoins.
2 minute read
Boeing: A Stock for the Long Haul
Readers weigh in on Boeing, Elon Musk, Bank of America, the 60/40 portfolio, and the Magnificent Seven.
2 minute read
Uncle Sam, Get Out of the Private Sector
Readers weigh in on state capitalism, private equity, 24-hour trading, and bond funds.
3 minute read
The Low-Hanging Fruit of Nuclear Power
Readers Weigh in on Constellation Energy, wealth disparity, bank troubles, and Vital Farms.
2 minute read
Oracle’s Alarming Level of Debt
Readers weigh in on Larry Ellison, the flight to gold, a BDC suggestion, OpenAI, and Kevin Warsh.
2 minute read
The Proof’s in the Costco Hoodie
Readers weigh in on warehouse clubs, private credit, socialism, and Progress Software.
2 minute read
When It Comes to Healthcare, Think Big
Readers weigh in on the Healthcare Roundtable, gold vs. the dollar, O’Reilly Automotive, the money manager predicament, and alts for the masses.
2 minute read
