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.
Monday Takeaways: Pivotal Fed Week Tests Central Bank vs. Presidential Power
Fed fund futures show 100% certainty of a 25 basis point cut Wednesday, but Trump wants 50. With labor markets softening and the S&P 500 testing channel support, this Fed meeting could determine the next market move.
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.
Buy This, Not That: The Zero-Commission Pioneer vs. the Established Giant
Robinhood just earned its spot in the S&P 500. But does that make it a better buy than Charles Schwab? The numbers might shock you…
Monday Takeaways: Panic Sellers Just Gifted You AI’s Leader at Fire Sale Prices
This recent rollover has spooked the market, but at 8% of the S&P, any dip toward $150 is a gift. Here’s why the pullback sets up the next leg higher.
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.
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.









