Archive
History Says This Bull Market Has Years – Not Months – Left to Run
The Fed has cut rates 20 times near all-time highs. Stocks were higher a year later every single time. Here’s why this bull market is just getting started.
Monday Takeaways: Credit Markets Send All-Clear Signal
With credit spreads at historic lows and GDP at 3.8%, Shah Gilani explains why the credit markets are sending an all-clear signal – and why this week’s potential government shutdown could create your next buying opportunity.
Why All Three P/E Measures Are Flashing Red
Most investors focus on one P/E ratio. Bu three different P/E measures tell three different stories – and right now, all three are signaling the same uncomfortable truth about market valuations.
Dealmaker’s Diary: Why This $200B Company Will Become the “Oracle” of AI
While everyone chases AI headlines, this enterprise giant quietly builds the infrastructure that makes it all work. 30% cash returns and trillion-dollar potential ahead.
Buy This, Not That: Nuclear’s International Showdown
It’s Canada vs. the United States in nuclear’s biggest face-off. One’s up 150%, the other 500%. Here’s the winner…
The Art of the Free Ride: The Simple Strategy That Turns Volatile Winners Into Stress-Free Wealth
The hardest part of investing isn’t buying – it’s knowing when to sell. The “free ride” strategy solves this problem by letting you have your cake and eat it too.
Monday Takeaways: CAPE Ratio Screams Caution as Rally Continues
The Shiller PE just hit 40x – within striking distance of dot-com bubble levels. Here’s why I’m staying bullish but getting defensive.
Why “Irrational Exuberance” in This Market Isn’t Irrational at All
Critics see bubbles where smart money sees opportunity. Today’s market leaders generate mountains of cash, crush earnings estimates, and invest billions in AI infrastructure – a far cry from 1999’s dot-com fantasies.
Dealmaker’s Diary: Why Paying $36 for Every $1 of This Company’s Profits Makes $$
The valuation looks insane. The P/E screams “overpriced.” But when a company has AI superpowers that put it in the top 0.1% of all stocks for consistency, expensive might be cheap.
Buy This, Not That: Time for the Small Cap Gold Rush?
Lower interest rates won’t fix a fundamental flaw with small caps… that they’re packed with unprofitable companies that get crushed when markets turn volatile. See where Shah is looking now instead.









