Many people yearn for a simpler life. Ironically, that’s the one thing we’re almost guaranteed not to get. Technology keeps shifting the ground beneath us, mostly for the better, but also creates ...

July 23, 2025 I Wouldn’t Touch Today’s Housing Market—But I Do Invest in Real Estate I decided years ago that owning a house wasn’t for me. I don’t want to be tied to the same place for too long. I ...

My Favorite Trends Right Now I still look at overall market trends when researching REITs. Right now, I wouldn’t recommend office REITs. At the start of 2025, about 20% of US office space was sitting ...

I Wouldn’t Touch Today’s Housing Market—But I Do Invest in Real Estate I decided years ago that owning a house wasn’t for me. I don’t want to be tied to the same place for too long. I bought my first ...

Happy Fourth of July! I hope you’re enjoying a long holiday weekend. That’s what I am doing, so this letter will be a little different. But first, this is a very special Fourth of July. It is the ...

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals. It happened last week when President Trump announced tariff rates on several important trade partners not ...

If those don’t improve, and we add tariff-driven goods price increases on top of them, then inflation starts looking like a bigger worry. But we don’t know how long that will take, if it happens.

July 15, 2025 Dissecting the TACO Normally, any one person’s decisions have little economic effect… but we’re not in normal times. Read more ...

Today, Chris Reilly and Stephen McBride sit down to discuss the investment opportunity everyone’s overlooking in the world’s second-largest market: China.

I’m in town meeting founders and entrepreneurs. The energy here is great. Today, we must talk about what’s going on in crypto. Bitcoin (BTC) is hitting all-time highs of $118,000. And although not ...

Chris Reilly’s Note: Do you own any nuclear stocks? If you’re like most investors, probably not. But you might want think about changing that. Because a nuclear resurgence is underway… and Chris Wood ...

July 16, 2025 Signs that Scream “Time to Sell” For dividend investors, it’s a little more complicated than buy low and sell high. Read more ...