Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
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Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
Rethinking Retirement: The Closed-End Fund Strategy
SKEPTIC’S GUIDE TO INVESTING
58 minutes
3 months ago
Rethinking Retirement: The Closed-End Fund Strategy
Please text and tell us what you like Retirement investing has lost its way. While Wall Street fixates on asset growth and total return, millions of retirees struggle with a fundamental question: how do I generate reliable income without depleting my savings? Steve Selengut, veteran investor and former RIA owner who managed $100 million in assets, challenges the industry's growth-obsessed paradigm with a refreshingly old-school approach. His investment philosophy centers on four principles l...
SKEPTIC’S GUIDE TO INVESTING
Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
