THE INVESTOR’S PERSPECTIVE
Ideas, analysis, and opportunities across the world of investing.
Long before the artificial intelligence buildout captured Wall Street's imagination, utility companies were considered the boring backbone of a long-term investor's
Every great technological revolution produces a handful of companies with choke-point advantages so durable that their pricing power borders on the supernatural. In the AI
In 1849, John Studebaker walked off a ship in California and made one of the shrewdest financial decisions in American history: he looked at the frenzied
When oil prices spike, most investors reach for crude producers. But the Iran war has quietly handed an even more compelling opportunity to a segment of
Berkshire Hathaway's stock is down 1.8% year-to-date in 2026, trailing the S&P 500 by 12.4 percentage points as
There is a peculiar asymmetry in financial markets that most individual investors never fully reckon with: the people paid the most to forecast the future have
For the past two years, the investing narrative has been deceptively simple: buy the AI builders — chipmakers, hyperscalers, data center operators — and let the tidal wave
When most investors think about the infrastructure powering the artificial intelligence boom, they reach for the usual suspects: Nvidia chips, cloud hyperscalers, and energy stocks. What
While investors chase AI semiconductors and debate Federal Reserve timing, Chevron Corporation (NYSE: CVX) has spent four decades doing something far less glamorous — and far more
For income investors, a dividend cut is more than a reduction in quarterly income — it's a signal that something has gone structurally wrong inside
Jeremy Grantham is one of the most respected investors alive. The billionaire GMO co-founder has a long track record of identifying overvalued markets, and when
While investors debate artificial intelligence valuations and semiconductor supply chains, a quiet corner of the real estate market is doing what dividend investors love most: writing