by adrian tout | Nov 8, 2025 | AI, Asset Allocation, Bubbles, Valuations
Words: 1,450 Time: 6 Minutes Goldman sees 10-20% correction over next 12-24 months “Big Short” investor – Michael Burry – short sells Palantir (PLTR) Better opportunity in the Equal Weight ETF ‘RSP’ The S&P 500 had one of its... by adrian tout | Oct 31, 2025 | AI, Apple, Big Tech, Bubbles, GOOG, MSFT, S&P500
Words: 1,181 Time: 6 Minutes Boo! The FAANGs are out A historically expensive market by any measure Lessons from Robert Shiller’s CAPE Ratio A good friend of mine asked for my thoughts this week on increasing their exposure to fast growing (AI) names. It’s... by adrian tout | Oct 25, 2025 | AI, Asset Allocation, Gold, Interest Rates / Bonds
Words: 2,453 Time: 12 Minutes Gold is up ~50% this year – time to take some profit? Mag 7 Q3 earnings need to jump a very high bar At 24x forward earnings – is the S&P 500 ‘priced to perfection’? It’s been a few weeks since I’ve... by adrian tout | Oct 5, 2025 | AI, Investing Lessons, Valuations
Words: 2,217 Time: 10 Minutes How do you know you’re in a bubble? Bubbles are easy in hindsight – but you can take protective steps What history tells us when paying 23x fwd earnings Investor enthusiasm around the promise of artificial intelligence (AI)... by adrian tout | Sep 24, 2025 | Fed Reserve, Investing Lessons, Warren Buffett
Words: 2,738 Time: 10 Minutes Fed Chair admits stocks are not cheap A lesson in discipline Why this game will test you In an interview with CNBC last week – billionaire hedge fund manager David Tepper said he’s constructive on stocks because of (upcoming)...