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Friday File: Portfolio Construction in a Time of Greed and Fear

May 15, 2026

Friday File: Alphabet Wins! Now What?

May 01, 2026

Friday File: Looking back at NVIDIA

August 22, 2025

Microsoft Backs EU Laws Despite Trump's Disapproval In Big Tech Dispute, Expands European Data Centers

April 30, 2025

Microsoft Pulls Plug On AI Data Center Leases, Says Analyst: Oversupply Situation Likely

February 24, 2025

Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture

October 18, 2024

Friday File: Social Inflation Winner?

June 14, 2024

Friday File: Cutting Down the Tower, Speculating on Gold

April 12, 2024

The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters

February 12, 2024

Friday File: Soaring Amazon, Swooning Markel, and everything in between…

February 02, 2024

Friday File: What’s Going to Happen Next Year, and What Should I Buy?

December 15, 2023

'Groking Will Become Like Googling' – Elon Musk's High Ambitions For xAI's First AI Product Involves Making It A Verb

November 05, 2023

Friday File: Insurance and Tech Earnings

October 27, 2023

All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…

October 09, 2023

Friday File: WTF, NVIDIA?

May 26, 2023

Friday File: Insurance Co. Highs and Lows

April 28, 2023

Friday File: Hits and Misses on the Earnings Front

February 17, 2023

Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness

February 10, 2023

Friday File: Growing WITHOUT Big Tech?

October 28, 2022

Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall

September 02, 2022

Friday File: A Couple Buys on Reentry

July 15, 2022

Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch

January 28, 2022

Friday File: Finding Solace in Asset Allocation

January 21, 2022

Friday File Part 1: Fire, Tech, and “Too Big to Grow”

October 08, 2021

Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report

July 26, 2021

New JEDI Contract Bidding Coming Up

July 16, 2021

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