As the Government Reopens, Can Investors Breathe a Sigh of Relief?

Published on November 18, 2025

The government shutdown came to an end last night after 43 days, making it the longest shutdown in history. We will leave it to the political commentators to pass judgment on what it means for the decision-makers in Washington.

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7 Small-Cap AI Stocks – Hidden Gems Value Investors Shouldn’t Ignore

November 18, 2025
The Artificial Intelligence boom has created one of the most powerful growth cycles in market history. Yet the biggest AI names—NVIDIA, Microsoft, Broadcom, and others—now trade at extremely high valuations, offering low earnings yields and limited margin of safety.

Fed Hawkishness Misreads Inflation; Stay Ready to Buy

November 18, 2025
Markets wobbled as Washington’s shutdown drama ended, but I don’t view last week’s pullback as the start of a bear market. The Dow just printed fresh highs, breadth rotated toward quality and defensive stocks, and the weakness centered on AI-linked capex stories repricing risks associated with the capex buildouts.