Newsroom

David discusses the three stages of retirement, "Go Go", "Slow Go" and "No Go" and the importance of planning for each phase. David also discusses…

Concerned about an AI bubble? Not when companies with deep moats like Meta, Google, and Microsoft continue to invest heavily. That is why the…

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The government shutdown paused paychecks, curtailed federal spending, and dampened market sentiment.With the shutdown now ending, economic activity…

The market rally depends on a December rate cut. If inflation rises and the Fed turns hawkish, gains could stall. David discusses why this could mean…

Cathie Wood is flagging an AI correction risk and David explains why he doesn't see it! Rates may rise, valuations may adjust, but growth in AI is…

The U.S. economy is showing remarkable strength.We’re on track for one of the strongest quarterly performances on record, with 80% of companies…

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China’s latest export restrictions on rare earths aren’t just a trade move.They’re a direct threat to America’s defense, semiconductor, and EV…

NVIDIA and OpenAI’s $100 billion AI initiative will require an enormous 10 gigawatts of power—more than double the capacity of Georgia’s Vogtle…

A battle is brewing inside the Fed—governors are pushing for deeper rate cuts while regional presidents want to hold the line. David Nicholas joined…

The U.S. just saw the largest jobs revision in history—down by 911,000—and the Fed can’t ignore it. A 50-basis-point rate cut is now firmly on the…