Q1 Newsletter 2026

The most expensive mistake

The “Ten Titans,” which includes Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta, Broadcom, Tesla, Oracle, and Netflix, now make up over 39% of the S&P 500…

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Q1 Newsletter 2026

Pushing back on tech

Here in retirement, I may not be faced with work every day, but there is something that I cannot avoid:  technology…

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The most expensive mistake

The “Ten Titans,” which includes Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta, Broadcom, Tesla, Oracle, and Netflix, now make up over 39% of the S&P 500…

Read More »