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Unraveling the data center paradigm sharpens public power investment
Thesis: Data center development may have consequential implications for the public power sector. The capital-intensive nature of data center buildout — with associated load concentrations — could fundamentally change a utility’s capital structure, rate-setting flexibility and overall risk profile. There is likely to be a reallocation of risk, and it is up to the municipal…
Will longer retirements shrink the great wealth transfer?
The great wealth transfer is coming. Or is it? Processing Content Rising life expectancies may suggest the heirs waiting in the wings could end up with far less than expected — not because the money disappeared, but because their parents are spending it on longer retirements. For advisors, this means a more nuanced conversation with…
A Housing Market “Recovery” Is Further Away Than We Thought
Dave:The housing market is not going back to normal anytime soon. And today I’m going to prove it to you with real math and real data. Everyone wants to know when the housing market gets better, when it becomes easier to buy a home. I hear this question from buyers. I hear it from sellers….
European commercial real estate investment reaches €53bn in Q2
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Not every landlord needs a limited company – Abbs
The rush into limited companies has become one of the defining stories of the buy-to-let (BTL) market. Hamptons counted 66,587 new companies set up to hold rental property in 2025, 8% more than the year before, and by the end of the year, 443,272 were active across the UK – almost five times the…
Is Nvidia Still the Best AI Stock to Buy in 2026, or Is This Challenger?
Nvidia (NVDA -2.62%), soaring more than 900% over the past five years, clearly has been an excellent choice for investors aiming to win in the artificial intelligence (AI) boom. This tech giant is an obvious stock to select, considering its dominant position in the AI chip space. Nvidia makes the world’s fastest graphics processing units…