research

Poetic Injustice

Jun 25, 2026

Are you a rational investor? Or are you trying to approximate a rational investor? There's a difference.

The Berkshire Tribe: Irrational Fans of Rational Investing

Jun 13, 2026

Berkshire Hathaway built its returns on Buffett's rational investing, but its fan frenzy is far less rational.

I’m in an Investing Cult. Are You?

Jun 3, 2026

Remember Adam Aaron? He’s the CEO of meme stock AMC Entertainment. In early June of 2021, Adam was doing a video podcast interview when he fumbled his laptop camera,

BBC on Trump-Xi Meeting | Taiwan Stealing US Semiconductor Industry? | Rose Seed ROI

May 21, 2026

I was heading out of a rural motel to turkey hunt with my dad last Friday (technically, he sleeps, but it's hunting-adjacent sleep) when the BBC asked

Berkshire Without Buffett

May 13, 2026

I’m more likely to sell Berkshire Hathaway stock after seeing my 9th Berkshire Hathaway Annual Meeting last week. (Travelogue and photos of my trip following my commentary.) I don’

Going to BRK in Omaha? See James, Whitney Tilson, Pieter Slegers, Brian Feroldi, Doug Kaas (and More) Speak

Apr 26, 2026

Hi, Folks! James here.  If you’re among the nearly 40,000 investors (or maybe 30,000 this year) making a pilgrimage to Omaha for Berkshire Hathaway’s Annual Meeting

Interview with $50M Introvert CEO Matt Paulson

Apr 21, 2026

Nothing about MarketBeat CEO Matt Paulson screams “success.” Well, nothing except his $50 million-a-year-business, his private jet, and generous contributions to his South Dakota community. (Watch my

research-video

Are You an Indexing Lemming?

Mar 3, 2026

TL:DR: Our latest video is out! Click here to watch.  You own an S&P 500 index fund, don’t you?  I knew you did. I knew b/

Global Warming: Not Killing Skiing (and Vail Resorts' stock may be cheap)

Feb 13, 2026

I’m a skier.  You may not be.  But you’re an investor, and you’re always on the lookout for an undervalued stock.  I may have one – but I

Beat the Market with Better Data (Not a Better Strategy)

Feb 5, 2026

David Trainer does boring stuff. He makes minor adjustments to accounting data. Who would want to think about accounting numbers – let alone minor adjustments to them – when there's

research

America’s Balance Sheet: What Every Investor Should Know Heading into 2026

Jan 29, 2026

Federal debt now exceeds $38 trillion — more than $200,000 per taxpayer. According to the CBO, the next decade will add another $20 trillion. That math matters. Recent dialogue about

Isaac Newton's Investing Advice for 2026

Jan 7, 2026

I can calculate the motion of heavenly bodies, but not the madness of men. -Isaac Newton New years beget new predictions. But two things are true about the social sciences:

research

3 Stocks for 2026

Dec 23, 2025

How to Invest When Nobody Knows Anything

Dec 23, 2025

Three Rules for Thriving in a Market Full of Contradictions Over the past year, you’ve probably felt like the markets are gas-lighting you. We've seen one

George Noble's show starts NOW

Dec 12, 2025

It's finally time to roast... click the "play" button on the link below to join George Noble and James Early for their big show. Where they&