Sizemore Investment Letter

Sizemore Investment Letter

Where to Invest Before the AI Boom Goes Bust

Charles Sizemore's avatar
Charles Sizemore
Aug 23, 2025
∙ Paid
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When my son was eight, he loved scary movies.

By the look on his face as he was watching the movie, he knew it was a bad idea… and that it would give him nightmares.

Yet he kept watching.

That’s how I feel when I look at today’s market.

I know it’s not sustainable.

I know this ends badly.

Yet I can’t stop watching.

The S&P 500 is trading at nearly 30 times ear…

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