“The most likely outcome is that AI and robots make everyone wealthy. In fact, far wealthier than the richest person on Earth.” – Elon Musk, November 2025
Most of you reading this issue of Wealthy Retirement have been successful...
More than twenty years ago, I began my career at Avalon Research Group – a boutique equity research firm that did something unusual. Instead of pitching ideas to everyday investors, we sold our research and stock recommendations directly...
In my 20s, I started out on a trading desk where traders rarely held any positions overnight. They were day traders who got in and out of their trades in a matter of hours – and sometimes minutes.
As...
When I look at many of the brands owned by Kraft Heinz (Nasdaq: KHC), it takes me back to my childhood: Cool Whip, Kool-Aid, Jell-O, Kraft Singles, Oscar Mayer, and, of course, Kraft Mac & Cheese, a staple...
Move over, DIYers. DIFM investors are the big new thing on Wall Street. This emerging breed of "do it for me" investors, dubbed DIFM, are not building their own portfolios as do-it-yourself investors do. Instead, they're defaulting to...
“If you’re not healthy, you’re not wealthy.”– R.E. McMaster (The Maxims of Wall Street, Page 121)
Recently, The New York Times published an alarming article on gout, once called the “disease of kings,” and it reminded me of Benjamin...
There’s a common comparison that equates stock buybacks to dating and dividends to marriage. I think that’s unfair to dating. Some people date hoping for a little action. But many people date looking for love and a long-term...
Energy markets have been anything but calm, with shifting oil prices and investor skepticism keeping midstream stocks under pressure. Yet beneath that volatility, some companies continue to generate steady cash and return capital – even as their valuations...
