Why AI Demand Will Exceed Anything We Can Build
Most investors are measuring the wrong thing. Here's what I learned after using Claude for everything in my investing business this week.
An investor's notebook. The research, the conviction, and the bets behind every position.
By Charlie Chan
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Most investors are measuring the wrong thing. Here's what I learned after using Claude for everything in my investing business this week.
The two mental blocks stopping you from the greatest wealth-building tool available to ordinary people - and how to get past them.
20% of global oil, 19% of LNG, 1/3 of fertilizer exports - all stuck. What individual investors need to know.
The S&P 500 returned 18% in 2025. Most investors got less. The problem isn't knowledge - it's you.
Energy +26%. Small caps beating the Nasdaq by the widest margin in decades. The Great Rotation is here.
Revenue beat. EPS miss. Stock hammered. But the headline numbers are lying to you.
Citrini Research's AI agent thesis, the market's reaction, and what's real vs. hype.
Insights from the Performance of AI in Long-Term Stock Picking
An investor's notebook. The research, the conviction, and the bets behind every position. One email a week.
No spam. Unsubscribe anytime.