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Bitcoin ETF Landscape Shifts as U.S. Policy Changes

Bitcoin ETF investors are navigating a transformed policy environment in the United States, with the federal government designating the digital asset as a matter of national strategic importance, according to CoinShares’ 2026 outlook report. The shift represents a turning point for institutional access to...

Defense Policy Becomes a Tailwind for the Nuclear Renaissance

This year’s National Defense Authorization Act (NDAA) has emerged as a perhaps surprising catalyst for the nuclear energy sector, reinforcing the “nuclear renaissance” investment theme. The passage of the fiscal year 2026 defense policy bill marks a key moment for the nuclear energy sector,...

AI Boom Shifts From Hype to Hard Infrastructure

The artificial intelligence boom is entering a new phase as investment shifts from speculative software plays to the physical infrastructure powering the technology’s expansion — creating opportunities for selective investors while raising concerns over stretched valuations in some corners of the market. AI leadership...

Breakfast With a Side of Dividends

Today, we’re going to look at a stock straight out of the reader mailbag. Readers James and Greg wrote me and asked for my thoughts on an interesting dividend payer. Its products are purchased by 97% of US households, and its trailing twelve-month...

Treasury Yields Snapshot: December 19, 2025

The yield on the 10-year note finished December 19, 2025 at 4.16%. Meanwhile, the 2-year note ended at 3.48% and the 30-year note ended at 4.82%. The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks,...

Rough Start But Solid Finish

The S&P 500 had a rough start to the week but finished on solid footing, ultimately finishing up 0.1% from last Friday. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year...
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