Whether you’re a serious investor or just trying to make sense of the headlines, Notes on the Market gives you simple, data-driven insights you can actually use. Subscribe for weekly clarity. https://t.co/WMAcXWrtI0

I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most. You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing. The big story in the

From Apollo this morning: “Stocks near the highest valuations since 1880.” I made the same point in my latest published note. With so many risks in the economy, markets have little margin for error. Read more in Part 2 of my Outlook for 2026: https://t.co/ohmVqgfX40

Outlook for 2026 (Part 2) is live. The economy is giving markets little room for error. 👉 Read it here: https://t.co/fhNWdMsRIC

Outlook for 2026 (Part 2) is live. Markets have little room for error. In Part 2, I break down how I’m thinking about the macro setup and where risks are mispriced. This is about preparation, not forecasts. #Markets #FinanceNews #Finance #Macro 👉 Read it here:

Outlook for 2026 — Part 1 is live. This piece lays out the key macro forces and structural themes that will matter most for investors heading into 2026 and how I’m thinking about positioning around them. Read here:⬇️ #markets #macro #investing #2026Outlook https://t.co/72CILOQOuT

In 2026, I plan to provide more actionable ideas for my subscribers to read (not investment advice). Here is how the MXC Global portfolio performed in 2025. Only three Mag 7 names are owned and they are a small allocation. Subscribe here: https://t.co/BCPLjWghEg

Charlie Munger literally gave a 9-minute masterclass on the timeless secrets to getting rich:

Warren Buffett: "I have mainly learned by reading. I don't think I have any original ideas." "If you learn reasonably well from other people, you don't have to get any new ideas or do much on your own. You can just apply the best of what you see."

Charlie Munger: "If you just get up every morning and keep plugging [away] and have some discipline and keep learning, it's amazing how it works out okay." "I did not intend to get rich — I wanted to get independent — and just overshot."

If you're young, this is the smartest advice you'll ever hear:

Warren Buffett on what actually is investing versus what is not…

When an empire runs out of its own money, it is able to increase the supply of money. However, printing more money causes borrowing to increase creating a financial bubble. I urge you to watch “The Changing World Order” on my YouTube channel to understand how, and what it means

Tech’s greatest advantage was its asset-light scalability. Now, with trillions pouring into data centers, chips, and AI infrastructure, that model is changing fast. This week in Notes on the Market, I break down why Big Tech is becoming more asset-heavy and what it means for