“Ultimately, Tesla is asking investors to fund an aggressive infrastructure cycle: if its pivot into autonomous fleets and physical AI succeeds, the long-term upside is massive, but any regulatory or technological delays leave the stock vulnerable if judged solely on its core automotive margins”

by Marketing | Jul 23, 2026 | Market Notes, Media Notes

Tesla Earnings Miss Despite Strong EV Sales; Elon Musk Preaches Robotaxi Caution

Trump Accounts: The Power of the Last Doubling

by Brian Jacobs | Jul 13, 2026 | Blog, Investment Concepts

On July 4, a new kind of account opened for business. Trump Accounts, created by the 2025 reconciliation law, are tax-deferred investment accounts for children. Kids born between 2025 and 2028 may receive a one-time $1,000 seed from the federal government. Parents,...

The One Policy Investors Skip

by Brian Jacobs | Jun 23, 2026 | Blog, Investment Concepts

Common practice is to insure your house, your car, your life, your health, and even your dog. Then you reach what may be the largest financial asset many families own, the investment portfolio, and skip the insurance step entirely. To see why that might be a mistake,...

“Instead of giving investors a taxable dividend, Nvidia is spending on developing its hardware,securing its technology ecosystem and investing in partnerships for its chips. These deployments should have better long-term [internal rates of return] than a small token dividend”

by Marketing | May 20, 2026 | Market Notes, Media Notes

Nvidia is generating a lot of cash. How should it be spent?

“Since it is early in the year, the FOMC is likely going to be cautious on any interest rate move”

by Marketing | Jan 9, 2026 | Market Notes, Media Notes

‘Softer But Not Weak’: These Investors Think Today’s Jobs Print Is Just Right