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.
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.
The $1 Trillion Crypto Company Hidden From U.S. Investors
Binance is 5-10x larger than Coinbase but isn’t listed in America. One crypto treasury just found a way to give U.S. investors direct exposure to this massive opportunity.
Dealmaker’s Diary: How This “Old Economy” Giant Outperforms Most Tech Stocks
While venture capital floods into AI startups, this established travel company quietly uses machine learning to generate 59% cash returns – better than most Silicon Valley darlings.
Dealmaker’s Diary: This $82 Billion Comeback Creates Rare Value Opportunity
This company died, got reborn, and emerged as an AI infrastructure giant. With $107 billion in revenue and trading 27% below fair value, this comeback story is just getting started.
Buy This, Not That: The “Better” Way to Own Gold at All-Time Highs
Gold just made a new all-time high. But if you want to own it, there are two popular ETFs to choose from. Only one gives you the better deal…
Fed Cuts Without Recession: This Rare “Goldilocks” Scenario Could Trigger a 300%+ Crypto Rally
Jerome Powell just confirmed rate cuts are coming – without a recession. History shows this rare combination has triggered the biggest crypto surges on record. Here’s how to position yourself before the flood hits.
Dealmaker’s Diary: This Connector King Could Deliver 50% Returns With Low Volatility
While tech stocks swing wildly, this $135 billion infrastructure play proves that boring businesses can deliver exceptional returns with minimal drama.
Beyond Digital Gold: Why Ethereum Just Became Crypto’s Cash Cow
Ethereum has tripled off April lows with a 200% rally. Unlike Bitcoin’s store-of-value story, Ethereum is betting on utility – and the world is just starting to build on top of it.









