Jim K and Morgan discuss the capital expenditures surrounding AI, and the nature of capital gains.
Jim K and Morgan discuss the capital expenditures surrounding AI, and the nature of capital gains.
Jim and Jim discuss the Good, the Bad, & the Ugly. Further, the difference between Macro comments and Micro management.
Morgan discusses our investment philosophy and the development of the electrical grid in response to the AI build out.
Jim E and Logan discuss recent portfolio changes and how AI is being developed and adopted in a manner similar to electricity.
Jim discusses recent trades and the outlook for the remainder of the year.
Jim and Morgan discuss cyber security and market earnings.
In today’s weekly update, Jim K & Logan discuss oil, your holdings, and how we will be combating scams.
Important: The topic of this weekly update is cybersecurity and scams. Jim & Jim discuss what these scams look like, how they have evolved with the advent of new technology, and tips to keep yourself safe.
In today’s weekly update, Morgan discusses Q1 2026, including market sentiment, Fed projections, the partial government shutdown, and the conflict in Iran.
In this week’s update, Jim E. discusses price movements in oil, the importance of sticking to a plan, tech spending, and TTG’s year-to-date performance relative to the market.