Smart Investing Newsletter

I call all my clients on their yearly anniversary with our firm to have a discussion about their past performance and where I see their portfolio going over the next six to 12 months. I’m very pleased to report that I expected a more subdued performance in 2026 than what we’re experiencing so far.

Self-driving cars are proving to be remarkably safe on the road and, so far, have demonstrated a better safety record than human drivers in many situations. However, like all technology, they still lack common sense. They may be able to navigate traffic, but they don't always understand where they can and more importantly, cannot park.

When you listen to memory chip companies like Samsung Electronics, SK Hynix, and Micron Technology discuss their businesses, they often make it sound like customer contracts—some extending as long as five years—are essentially set in stone. Unfortunately, that's not entirely true.

For years, Netflix has been the dominant force in streaming, consistently taking market share from its competitors. However, recent data suggests the competition is beginning to chip away at that lead.

Meta shares climbed last week as Wall Street became increasingly optimistic about the company's AI strategy. The stock was up about15% for the week and erased the year-to-date losses.