Sizemore Investment Letter

Sizemore Investment Letter

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Hail to the Chiefs (Who Drank, Bullied, and Spent Their Way to Disaster)
One might wonder what exactly it is we celebrate on President's Day...
 • Charles Sizemore
From Infrastructure to Adopters: The Next Phase of the AI Boom
Back in October, I shared research from Kai Wu, founder of Sparkline Capital, that pointed out the Achilles heel of the AI Boom. The builders of AI…
 • Charles Sizemore
Why the “Death of Google” Was the Greatest Head-Fake in Market History
I’m not too proud to admit when I’m wrong…
 • Charles Sizemore
There is NO Solution to this Problem
AI can replace workers... but it cannot replace shoppers.
 • Charles Sizemore
What Airline Earnings Say About the American Consumer
For the top tier of income earners — and those who own significant assets — life has never been better.
 • Charles Sizemore
Sometimes They Really Do Ring a Bell, Part II
Back in October, I asked if Oracle (ORCL) was the canary in the coalmine signaling trouble in AI land.
 • Charles Sizemore
AI's Achilles Heel, Revisited
Microsoft now spends more on capex than ExxonMobil
 • Charles Sizemore
Sizemore Investment Letter
Sizemore Investment Letter
Charles Lewis Sizemore is a market veteran of over 20 years dedicated to helping people achieve financial freedom through smart investing.
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