What I’m Buying Instead of AI Stocks

For years, people have called me a newsletter editor.

I never corrected them.

But here’s what I’ve never said out loud: I don’t think of myself that way. I’m an investor who happens to write newsletters. Always have been.

Before I wrote a word for subscribers, I spent decades on Wall Street as an executive managing real money for real clients. That’s where I learned to think like an investor, not a newsletter editor.

The difference matters more than it sounds.

Newsletter editors cover the story. Investors follow the story and the money behind it. Right now, the money is going somewhere the AI story hasn’t caught up to yet.

Follow the Money, Not Just the Story