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Month: November 2025


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  • Iron Capital Perspectives
  • November 24, 2025
  • Chuck Osborne

Does the Market Always Get It Right?

The market doesn’t get it right every single moment. To quote the wisdom of Agent K from “Men in Black,” “A person is smart. People are dumb, dangerous, panicky animals and you know it.” The market is made up of people. So, what are we to do?


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  • Iron Capital Perspectives
  • November 13, 2025
  • Chuck Osborne

Bubble, Bubble Toil and Trouble

I know we are past Halloween, but everyone seems to be scared of an AI bubble. It seems to be the only thing people can talk about in investing circles. So, are we in an AI bubble? Of course we are, but that is not the right question.