diversification

Money and Inspiration Weekly Notes card for July 25, 2026, with the week's summary of AI spending concerns, a major Nvidia supply deal, and a note on unity from the World Cup.

Weekly Notes — July 25, 2026

We have spent more time on artificial intelligence in these notes than I planned to when I started writing them. I will be honest about that. But it is what is driving the markets right now. And if I am…

Money and Inspiration Weekly Notes card for July 18, 2026, with the week's summary of stock market declines, the Fed chair on AI investment, and Buffett on careful investing.

Weekly Notes — July 18, 2026

Short one this week. Another hard stretch on my end and I want to spend the time I have on what actually matters. I did just get a post out on How to Read an Earnings Release so check that…

Money and Inspiration Weekly Notes cover for July 11, 2026, covering Meta's best week since early 2024 driven by new AI models and a Bank of America note on lower-than-expected AI infrastructure costs, the SK Hynix IPO on the Nasdaq raising $26.5 billion as the largest ever U.S. IPO by a foreign company, and a personal reflection on stepping away from the market during a difficult family week and trusting the framework built when things were calm.

Weekly Notes — July 11, 2026

This one is going to be a little different from usual. I want to open with something personal and let the market piece follow. It has been an unusually hard week for me at home, and honestly, showing up to…

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