AI: The Good, the Bad and the Ugly

Published on May 11, 2026

Artificial intelligence unknowns are creating stress in the market, and we don’t see that ending any time soon. For long-term investors, these stressors can create opportunities.

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Trump Accounts Are a New Way to Redistribute Wealth

May 11, 2026
Putting money directly into Trump accounts is fundamentally different: It goes directly to the beneficiaries. Whether it will be more effective at improving prosperity or reducing populist anger is unclear. The public/nonprofit model can be better targeted and address specific societal needs, such as hunger or education.

What Billionaires Know About Investing

May 11, 2026
The story I want to discuss today involves two companies we do not own and never have owned. Though they are household names, and this transaction is one of the most significant acquisitions in business history, the Disney purchase of the lion’s share of entertainment assets owned by Rupert Murdoch’s Fox in 2019 is not necessarily known or understood by most casual observers (sidebar: thank you to