Hey!
This week's packed with the kind of stuff that separates smart money from dumb money: we're breaking down why the market hit new highs (spoiler: it wasn't just AI hype), making some overdue changes to our NASDUCK30 EQ portfolio that could save you from getting burned, and settling a cage match between two cloud giants that Wall Street can't stop talking about.
Plus, I'm calling out one of the most overhyped stocks in tech right now—a company I actually love, but not at these ridiculous prices. And if you missed our latest podcast episode, you're missing out on the one investment strategy that makes fund managers break out in cold sweats.
We're not here to follow the crowd or chase the latest shiny object, but to build wealth methodically, intelligently, and without paying some suit in Manhattan to lose our money for us.
Let's get to work.
— Rick Sullivan