Sizemore Investment Letter

Yes, AI is a Growth Miracle. No, it Won’t Solve the Debt Crisis

The AI productivity boom is real.

Sep 24 • Charles Sizemore

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May 2026

Who's Actually Buying This Rally?

Stocks have been historically expensive for years. That’s certainly not breaking news, but it’s worth revisiting. The price/sales ratio of the S&P 500…

May 13 • Charles Sizemore

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April 2026

You Haven't Missed the Gold Bull Market... Yet.

If history is any guide, gold could double or triple from here.

Apr 21 • Charles Sizemore

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1

March 2026

Buy Uranium

AI revolution or not, demand is set to soar while supplies are constrained.

Mar 17 • Charles Sizemore

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2

February 2026

The New Space Race

The last time around, it was between countries. Today, it's between profit-seeking companies.

Feb 17 • Charles Sizemore

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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...

Feb 16 • Charles Sizemore

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2

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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…

Feb 4 • Charles Sizemore

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January 2026

Why the “Death of Google” Was the Greatest Head-Fake in Market History

I’m not too proud to admit when I’m wrong…

Jan 28 • Charles Sizemore

2

There is NO Solution to this Problem

AI can replace workers... but it cannot replace shoppers.

Jan 28 • Charles Sizemore

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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.

Jan 9 • Charles Sizemore

5

December 2025

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.

Dec 19, 2025 • Charles Sizemore

3

AI's Achilles Heel, Revisited

Microsoft now spends more on capex than ExxonMobil

Dec 4, 2025 • Charles Sizemore

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