Charles Sizemore
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charlessizemore.bsky.social
Charles Sizemore
@charlessizemore.bsky.social
28 followers 13 following 81 posts
Chief Investment Office of Sizemore Capital, a Dallas based wealth management firm.
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charlessizemore.bsky.social
Warren Buffett's Last Letter to Investors (Maybe)
www.charlessizemore.com/p/warren-buf...
Warren Buffett's Last Letter to Investors (Maybe)
The Oracle of Omaha considers the role that luck played in his success
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November 12, 2025 at 3:08 PM
charlessizemore.bsky.social
Is the Air Starting to Seep Out of the AI Bubble?
www.charlessizemore.com/p/is-the-air...
Is the Air Starting to Seep Out of the AI Bubble?
Wall Street suddenly seems concerned about tech valuations
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November 12, 2025 at 2:07 AM
charlessizemore.bsky.social
Happy Guy Fawkes Day
www.charlessizemore.com/p/happy-guy-...
Happy Guy Fawkes Day
A tribute to the last man to enter parliament with honest intentions
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November 5, 2025 at 2:06 PM
charlessizemore.bsky.social
The Achilles Heel of the AI Boom
www.charlessizemore.com/p/the-achill...
The Achilles Heel of the AI Boom
Technology companies are transforming from asset-light to asset-heavy businesses
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October 24, 2025 at 7:13 PM
charlessizemore.bsky.social
Sometimes They Really Do Ring a Bell
www.charlessizemore.com/p/sometimes-...
October 16, 2025 at 3:45 PM
charlessizemore.bsky.social
Gold $10,000?
www.charlessizemore.com/p/gold-10000...
Gold $10,000?
It's not as crazy as you might think
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October 15, 2025 at 2:07 PM
charlessizemore.bsky.social
What if AI Ends Up Being a Nothingburger?
www.charlessizemore.com/p/what-if-ai...
What if AI Ends Up Being a Nothingburger?
What if AI DOESN'T Revolutionize the World?
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October 13, 2025 at 8:06 PM
charlessizemore.bsky.social
Model 401k Allocation
www.charlessizemore.com/p/model-401k...
Model 401k Allocation
We’re in the late stages of a stock market bubble.
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October 9, 2025 at 5:21 PM
charlessizemore.bsky.social
Sigh...
October 8, 2025 at 1:22 PM
charlessizemore.bsky.social
Was Oracle the Canary in the Coalmine for AI?
www.charlessizemore.com/p/was-oracle...
Was Oracle the Canary in the Coalmine for AI?
All of America's leading tech stocks are dangerously interconnected
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October 8, 2025 at 1:22 PM
charlessizemore.bsky.social
Shades of 1999
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Shades of 1999
Around 1998 it became trendy to rebrand existing companies with a “.com” at the end.
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October 7, 2025 at 3:17 PM
charlessizemore.bsky.social
ChatGPT Just Declared War on Google
www.charlessizemore.com/p/chatgpt-ju...
ChatGPT Just Declared War on Google
Note from Charles: Google has one of the most unassailable economic moats in the history of capitalism.
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September 30, 2025 at 9:31 PM
charlessizemore.bsky.social
The Inflation the Fed Can't Control
www.charlessizemore.com/p/the-inflat...
The Inflation the Fed Can't Control
Hint: It has nothing to do with tariffs
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September 30, 2025 at 11:55 AM
charlessizemore.bsky.social
Gold’s lack of utility is what makes it valuable as a portfolio diversifier: substack.com/@charlessize...
Charles Sizemore (@charlessizemore)
Interesting comments from DE Shaw on gold (https://www.deshaw.com/library/worth-its-weight?utm_source=theideafarm.com&utm_medium=newsletter&utm_campaign=bye-maga-hi-mega&_bhlid=52f45b5a0a1e0e7aa79fbca...
substack.com
September 28, 2025 at 4:14 PM
charlessizemore.bsky.social
Get a Job, Hippy
www.charlessizemore.com/p/get-a-job-...
Get a Job, Hippy
Advice to Boomer men looking to retire
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September 26, 2025 at 9:21 PM
charlessizemore.bsky.social
On Bloomberg this morning, in reference to AI capital spending:

“The numbers that are being thrown around are so extreme that it’s really, really hard to understand them.” -- David Einhorn

substack.com/@charlessize...
September 26, 2025 at 2:01 PM
charlessizemore.bsky.social
Before You Pop the Champagne Corks Over That GDP Report...
www.charlessizemore.com/p/before-you...
Before You Pop the Champagne Corks Over That GDP Report...
GDP for the second quarter was revised higher this morning to an annualized 3.8%, up 0.5% from the last estimate.
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September 26, 2025 at 12:33 AM
charlessizemore.bsky.social
$100,000 H-1B Visas: What Does it Mean for AI?
www.charlessizemore.com/p/100000-h-1...
$100,000 H-1B Visas: What Does it Mean for AI?
President Trump turned the employment world upside down this week by announcing a $100,000 application fee on H-1B visas for highly-skilled immigrants.
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September 25, 2025 at 12:20 AM
charlessizemore.bsky.social
Conclusion: More books, less brain rot open.substack.com/pub/mariahfa...
Snack-Sized Knowledge Is Making Us Dumb
Micro-learning is the new self-help crack.
open.substack.com
September 20, 2025 at 5:56 PM
charlessizemore.bsky.social
What if the stock market really is in a bubble… but in everything EXCEPT tech? substack.com/@charlessize...
Charles Sizemore (@charlessizemore)
Interesting take here. What if the stock market really is in a bubble… but in everything EXCEPT tech? From Bloomberg this morning: An index of S&P 500 companies that excludes the technology sector h...
substack.com
September 16, 2025 at 3:16 PM
charlessizemore.bsky.social
Just a little something to keep in mind with the Fed meeting this week: The Catch 22 of Fed Independence www.charlessizemore.com/p/the-catch-...
The Catch 22 of Fed Independence
Central bank independence is critically important to maintaining confidence in the dollar.
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September 15, 2025 at 11:00 PM
charlessizemore.bsky.social
Is AI Really Killing Jobs?
www.charlessizemore.com/p/is-ai-real...
Is AI Really Killing Jobs?
It's complicated
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September 15, 2025 at 8:56 PM
charlessizemore.bsky.social
Elon Musk just nuked AT&T
www.charlessizemore.com/p/elon-musk-...
Elon Musk just nuked AT&T
Note from Charles:
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September 12, 2025 at 5:23 PM
charlessizemore.bsky.social
The Catch 22 of Fed Independence
www.charlessizemore.com/p/the-catch-...
The Catch 22 of Fed Independence
Central bank independence is critically important to maintaining confidence in the dollar.
www.charlessizemore.com
September 11, 2025 at 9:55 PM
charlessizemore.bsky.social
So… What Happens If the Supreme Court Rules the Tariffs Illegal?
www.charlessizemore.com/p/so-what-ha...
So… What Happens If the Supreme Court Rules the Tariffs Illegal?
It’s all in the Supreme Court’s hands now.
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September 4, 2025 at 11:50 PM