# Downtown Josh Brown > Your friend on the inside This file provides information about Downtown Josh Brown to help large language models understand and reference this publication's content. ## Posts - [Reasons to Stay Long](https://www.downtownjoshbrown.com/p/reasons-to-stay-long): Why stocks should follow through in the second half - [New World Order](https://www.downtownjoshbrown.com/p/new-world-order): Nothing's being "rolled back" - the world you knew is gone for good. - [The Knockout Punch Live From New York ](https://www.downtownjoshbrown.com/p/the-knockout-punch-live-from-new-york): "Stick around and watch" is almost always good advice. - [The Beginning of the End](https://www.downtownjoshbrown.com/p/the-beginning-of-the-end): Once they see the demand for SpaceX shares, they're going to dump everything they have on us. Until we've had enough. - [Unsustainable Things Rarely Sustain](https://www.downtownjoshbrown.com/p/unsustainable-things-rarely-sustain): If the chip rally of 2026 feels out of control to you, you're not alone - [Why we launched the Porterhouse portfolio strategy](https://www.downtownjoshbrown.com/p/why-we-launched-the-porterhouse-portfolio-strategy): Plus: 12 Rules for Riding a Bubble - [The Man Who Hunts Monster Stocks](https://www.downtownjoshbrown.com/p/the-man-who-hunts-monster-stocks): Plus: Why I doubled down on Toast (TOST) - [Can Nvidia Double From Here? ](https://www.downtownjoshbrown.com/p/can-nvidia-double-from-here): The company's real moat may be on the software side, I'll explain it. - [Why it's not a bubble](https://www.downtownjoshbrown.com/p/why-it-s-not-a-bubble): For three years, almost since the advent of generative AI, we've been warned about a bubble - [Buying the Software Crash ](https://www.downtownjoshbrown.com/p/buying-the-software-crash): I bought some IGV, Jonathan Boyar is buying Salesforce - [Make a Good Guys list](https://www.downtownjoshbrown.com/p/make-a-good-guys-list): Good Guys win on Wall Street all the time. It just doesn't get that much attention. Plus - the S&P 500 is breaking down technically for the first time since May 2025... - [A Sit-Down with the $12 Trillion Brokerage Boss](https://www.downtownjoshbrown.com/p/a-sit-down-with-the-12-trillion-brokerage-boss): Everything you need to know about the state of Charles Schwab in 2026 - [Four Ultimate HALO Stocks You're Probably Not Thinking About](https://www.downtownjoshbrown.com/p/four-ultimate-halo-stocks-you-re-probably-not-thinking-about): Plus - the People vs Data Centers and a pair of HALO ETFs launching - [Ben's Question](https://www.downtownjoshbrown.com/p/ben-s-question): something to remind me when I need reminding - [The Analog World](https://www.downtownjoshbrown.com/p/the-analog-world): AI created content gives me the ick. - [Do You Know the Difference Between Intel vs Intelligence](https://www.downtownjoshbrown.com/p/do-you-know-the-difference-between-intel-vs-intelligence): We are all Max Planck's chauffeur - [The most important investing theme of 2026 is HALO](https://www.downtownjoshbrown.com/p/the-most-important-investing-theme-of-2026-is-halo): Repeat after me: Heavy Assets, Low Obsolescence - [Just when you think you have the key to the market, they change the locks](https://www.downtownjoshbrown.com/p/just-when-you-think-you-have-the-key-to-the-market-they-change-the-locks): Plus: Inside the Greatest RIA Succession Story of All Time - [There's a storm coming](https://www.downtownjoshbrown.com/p/there-s-a-storm-coming): Jeremy Grantham says AI may be the societally transformational technology since electricity - [Prices Change Faster Than Stories](https://www.downtownjoshbrown.com/p/prices-change-faster-than-stories): Tuck this stock market lesson away and keep it with you always - [Why we're always looking for "the next 1929" ](https://www.downtownjoshbrown.com/p/why-we-re-always-looking-for-the-next-1929): Also, let me know what you think of the new format of the site! - [Three New Year's Resolutions plus Wall Street's expectations for 2026](https://www.downtownjoshbrown.com/p/three-new-year-s-resolutions-plus-wall-street-s-expectations-for-2026) - [The war is over. Human advisors won. ](https://www.downtownjoshbrown.com/p/the-war-is-over-human-advisors-won): Wildly wrong predictions from a generation ago are laughable today - [The Concentration Bears Have Steered You Wrong](https://www.downtownjoshbrown.com/p/the-concentration-bears-have-steered-you-wrong): This consistently misguided argument against staying invested is looking dumber than ever - [A message from Josh](https://www.downtownjoshbrown.com/p/a-message-from-josh): We're making some improvements around here... - [We Got Ourselves a Horse Race](https://www.downtownjoshbrown.com/p/we-got-ourselves-a-horse-race) - [The cure for FOMO is...time. ](https://www.downtownjoshbrown.com/p/the-cure-for-fomo-is-time): "Stick around and watch" is almost always good advice. - [When to Shut Up and Buy](https://www.downtownjoshbrown.com/p/when-to-shut-up-and-buy): Sometimes partial information is better than waiting for the whole picture - [There's something worse than recession and we're already in it. ](https://www.downtownjoshbrown.com/p/there-s-something-worse-than-recession-and-we-re-already-in-it): Mamdani, Trump are just opposite expressions of the same problem - [The Most Extraordinary Companies in History ](https://www.downtownjoshbrown.com/p/the-most-extraordinary-companies-in-history): Meta, Microsoft and Alphabet grew revenues at an impossible rate this quarter - [The Biggest Debate in Wealth Management](https://www.downtownjoshbrown.com/p/the-biggest-debate-in-wealth-management): To allocate or not to allocate - that is the question! - [When Will It Be Time To Panic About Private Credit?](https://www.downtownjoshbrown.com/p/when-will-it-be-time-to-panic-about-private-credit): Let's not kick out all four legs of the current bull market - [Trophies](https://www.downtownjoshbrown.com/p/trophies)