I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...

It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...

I feel like I’ve stepped into the future, or onto a Sci-Fi movie set. Today is my third day in China, where I’m on a tour of ...

Gemini tells me that the US is on pace to invest $6.7 trillion in data centers by 2030, with $5.2 trillion being AI-specific ...

We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...

When a Credit Default Swap Isn’t about Credit Just this last week we saw Broadcom's $63 billion Anthropic financing vehicle, Meta's $95 billion stock sale, neoclouds still shut out of credit, SK Hynix ...

Every week, John Mauldin and Patrick Watson sift through reams of high-end research and send hand-selected pieces to readers. Much of this is privileged, client-only information from brilliant ...

This week is the final recap of the 2026 Strategic Investment Conference. I have always done summaries of the SIC afterwards, but I don’t think I’ve ever taken four weeks, let alone five weeks to ...

Next month I will begin my 27 th year of writing this letter. The way I write, how I come up with topics, when I write have all changed over time. But one thing is consistent: when I sit down to write ...

“Economic progress is the work of the savers, of the inventors, and of the entrepreneurs.” — Ludwig von Mises, Human Action For the past six weeks, we’ve walked through the forces creating America’s K ...