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Buy-Hold-Sell List Update October 2026
👋 Howdy Partner,
 • TJ Terwilliger
💸 Financing the AI Buildout
Today is Dividend Day.
 • Compounding Dividends
Where Are We Now Part 6: How to Opt Out of the Bubble
Over the past five articles, we’ve taken a deep dive into the macro environment and the AI buildout.
 • TJ Terwilliger
Where Are We Now Part 5: The Illusion of Safety
We’ve looked at how the AI boom is keeping the market afloat, how it’s being financed, and some of the limitations it’s now hitting.
 • TJ Terwilliger
Where Are We Now Part 4: Cracks in the Foundation
We’ve talked about the potential issues with inflated demand, depreciation expenses, and circular financing.
 • TJ Terwilliger
Where Are We Now Part 3: Smoke, Mirrors, and Phantom Demand
In part 1 we talked about the increasing stress on the consumer, and how the broad index seems to be ignoring it.
 • TJ Terwilliger
Where Are We Now Part 2: The Greatest Capital Cycle in History
In part 1 we talked about the increasing stress on the consumer, and how the broad index seems to be ignoring it.
 • TJ Terwilliger
Where Are We Now Part 1: Main Street vs Wall Street
I’ve always thought that spending too much time on macroeconomics is a waste of time and energy.
 • TJ Terwilliger
Portfolio Update: October 2026
96% of the way to my goal...
 • TJ Terwilliger

September 2026

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