ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
February 1, 2026 | IRAN into 2027
QUESTION: Do you still see the risk of a Middle East War by 2027? HF ANSWER: Unfortunately, yes. I will do a Report on the Middle East for 2026. The Paradox of a Regime That Can’t Afford Peace Let me start with the question everyone’s asking wrong: “Will Iran start another war with Israel?” Wrong […]
February 1, 2026 | The Real Affordability Problem
Everything is relative. That’s one reason the economy is so hard to understand. In a very real sense, we all live in our own individual economies. Take the current buzzword, “affordability.” We all want it… but what does the word even mean? Affordability is the intersection of “need” and “want.” Everyone has a certain […]
February 1, 2026 | Microsoft’s Plunge Pricks AI Bubble
Pity the J-school rookies who are paid to explain why the stock market did what it did on a given day. On Thursday, Microsoft shares lost nearly a half-a-trillion dollars of value. But why? Bloomberg’s Evening Briefing called it a ‘rap on the knuckles’ for the company’s huge spending on AI projects that seem increasingly unlikely to […]