Portfolio Advisory Partners · Media
Market Musings
Short, practical notes on the US equity market and portfolio construction from Portfolio Advisory Partners, creators of the Portfolio Optimizer.
Oct 29, 2026
Can we trust NVIDIA's Jensen Huang…. as per the AI doomsday narrative?
NVIDIA's numbers are extraordinary. But on the dangers of AI, who speaks with more authority — the labs that build the AI agents, or the maker of the chips they run on?
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Oct 20, 2026
Is P/E Ratio floundering… as an investment metric?
Flip the P/E and you get the Earnings Yield. For several Magnificent-7 names and the popular index ETFs, that yield is now below "risk-free" Treasuries — Tesla's is 0.26%. What exactly are we buying? Liquidity?
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Oct 16, 2026
Why PAP? — in 24 seconds
A quick look at what Portfolio Advisory Partners does for self-directed investors, and why it costs a one-time fee instead of a percentage of your assets.
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