Has the 'AI Bubble' Already Popped? Dear Reader, This week in the Wide Moat Daily, we dug into some of the biggest questions hanging over today's markets – whether it's the real opportunity in beaten-down real estate investment trusts ("REITs"), the risks behind ultra-long mortgages, or the growing warning of an "AI bubble." On that last point, be sure to check out our own Nick Ward's essay from Friday. As Nick puts it, there's plenty to worry about. But – based on what he's seeing – a bubble in AI isn't one of them.
The Best Time in My Life to Buy REITs Brad has lived through every kind of real estate market, and he says the setup now feels like one of the rare moments when REITs are about to turn a corner. In this issue, he breaks down why falling rates, cheap valuations, and one standout net-lease REIT could make now the best time in his life to buy – before the crowd realizes it. The Grave Dancer's REITs Look Tempting While traveling through Florida to meet with today's real estate heavyweights, Brad turns his attention to the late Sam Zell – the "Grave Dancer" – and the REITs that made him a legend. On Tuesday, he explains why those very same companies are now trading at prices that would have caught Zell's attention – and why they might deserve yours, too. The 50-Year Mortgage Is a Sucker's Bet President Trump recently floated the idea of a 50-year mortgage, but Brad argues it's an idea that could lead buyers – and the entire housing market – straight into trouble. On Wednesday, he unpacks the hidden costs, the risks to lenders and mREITs, and why stretching loans this far could repeat the mistakes of 2008. The Wide Moat Show: These 6 Dividend Stocks are at Near 52-Week Lows Last week, Brad and Nick discussed several of their favorite SWAN (sleep well at night) stocks trading at bargain levels. And this week, they discuss six more quality companies trading at irrationally depressed levels. 2025 Might Feel Lost, but Next Year Looks Brighter Target's recent ugly earnings aren't a sign of economic doom – but they're also not a reason to celebrate 2025. In this issue, he breaks down why this year still feels heavy on consumers and jobs, yet shows why early signs in manufacturing, investment, and real estate point to a much brighter 2026. How I Learned to Stop Worrying and Love the AI Bubble Everyone's talking about the "AI bubble," but Nick Ward explains why the market isn't behaving like we're in one – and why all that panic might be missing the real story. In this issue, he shows what investors should actually watch for… and why sometimes the smartest move is to sit tight and let the noise blow over. What the Global Metals Reawakening Means for You The world has finally realized it can't run data centers, build electric vehicles, or secure its energy future without reliable metals. And this week, Nick Hodge says this isn't a passing trend – it's the early stages of a commodity bull market. As Nick explains, this market can really take off now that the crowd has arrived. Regards, The Wide Moat Research Team | 
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