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long-term investing

Mar 24 2026

When is it smarter to hold cash?

Following an exceptional market run and rising geopolitical tensions, David explains why he moved his entire portfolio to cash and what he is watching for next.

Written by David Thomas · Categorized: Insights · Tagged: Asset Allocation, Cash Strategy, Geopolitical Risk, long-term investing, Market Timing, Risk Management

Dec 29 2025

Is gold quietly replacing mega-cap tech as the market’s safety trade?

Gold has been quietly outperforming as tech and crypto lose momentum. Many readers have asked why gold is rising, and what it could signal heading into 2026.

Written by David Thomas · Categorized: Insights · Tagged: central banks, gold, inflation, long-term investing, macro trends, precious metals, safe haven assets

Dec 09 2025

Is Microsoft Stock a Good Investment for 2026? A Long-Term Outlook

Microsoft continues to grow earnings and lead in AI, but valuation matters. This 2026 outlook explores revenue strength, durable cash flows, and pricing power — while explaining why we would hesitate to buy at today’s premium levels. A calm, long-term view for investors focused on quality and discipline.

Written by David Thomas · Categorized: Insights · Tagged: AI investing, Cloud computing, long-term investing, Microsoft, Microsoft stock, Stock valuation, Tech stocks

Nov 30 2025

10 Tips for Investing in Artificial Intelligence Stocks

Artificial intelligence is one of the biggest technology trends of our time. In this article, we share simple and clear steps for investing in AI stocks without the hype. Whether you’re new to tech investing or looking to sharpen your strategy, these tips will help you build confidence and think long term.

Written by David Thomas · Categorized: Insights · Tagged: artificial intelligence, investing tips, long-term investing, Mega Cap Tech, Portfolio Strategy, tech investing, Technology Stocks

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