The railroads built the network. Someone else made a fortune using it. Listen to the audio version of this article (generated by AI). Editor’s Note: When my friend and colleague Eric Fry makes a bold call, I pay attention. And I think you should, too. You see, Eric and I don’t always agree on everything. … Read more
As the Market’s Party Shrinks, Here’s One Stock to Buy
Russ Cohen
A drugmaker trading at less than half its rival’s earnings multiple could be worth a closer look. Listen to the audio version of this article (generated by AI). Hello, Reader. In October 2003, the Brian Jonestown Massacre released a song called “A New Low in Getting High.” The California retro-rock band wasn’t singing about the … Read more
The AI Trade Is About to Split in Two
Russ Cohen
Listen to the audio version of this article (generated by AI). AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November 4 Last week, Elon Musk summed up the AI trade’s latest scare in a single word… He was reacting … Read more
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
The data center backlash is real, but it’s not the first one investors have faced Listen to the audio version of this article (generated by AI). Editor’s note: “Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.” was previously published in September 2026 with the title, “What the History of Electric … Read more
Why Playing It “Safe” With U.S. Stocks Could Backfire
What a California helmet law reveals about your portfolio. Listen to the audio version of this article (generated by AI). Hello, Reader. A motorcycle helmet might not be as safe as you think. Now, obviously, helmets can and do save the lives of riders who get into serious accidents. And they should be worn. But, … Read more
Elon Gets the Headlines; These Stocks Could Get the Gains
Every Great Vision Has a Bottleneck It was one of the most consequential product demonstrations in history – and it helped make the inventor rich while changing the way we live. At the New York Crystal Palace in 1854, an assistant stood high above the floor holding an axe beside the only rope keeping Elisha … Read more