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This article was written byFollowMichael Wiggins De Oliveira is an Inflection investor. As an Inflection investor, I believe that simplicity is key to outperformance. Since 2024, Deep Value Returns is up 174% vs 58% for the Nasdaq (*as of 6 January 2026).This means buying a stock at the moment when…

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Artificial intelligence: boom, bubble or bust? Probably a mix of all three. Whatever comes of it, it increases investment risk. It suggests that a lot of retirees and near-retirees need to rethink their portfolios. The problem is not just that much of the stock market’s exuberant valuation hangs on data…

President Donald Trump said his administration plans to make housing more affordable for new homebuyers while keeping home values high for existing homeowners. Trump delivered his State of the Union address to a joint session of Congress on Tuesday night and touted the lower cost of new mortgages since he took office…

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