Inside Edge Capital Management

10/05/2026

There’s trouble in Margaritaville - and this time, it’s about Jimmy Buffett’s estate.

Jimmy Buffett did what people are told to do: he created an estate plan, established a trust, and put experienced people in charge.

So how did a reported $275 million estate still end up in a courtroom?

Kyle breaks down the Buffett estate dispute and, more importantly, the planning issues behind it - from income versus asset value to co-trustee deadlocks and documenting your intentions clearly.

There are some very useful lessons here for families well below the $275 million level.
Watch the full video:

https://insideedgecapital.com/our-insight/jimmy-buffett-had-an-estate-plan-so-why-is-it-in-court/

09/25/2026

The Best Sector of 2026 Made You Nothing!

The best-performing sector this year made most investors almost nothing.

Energy is up 41% — and it's under 4% of the S&P 500. Own the index, own a rounding error of the winner.

Meanwhile tech and energy are leading together, which isn't supposed to happen. Energy leads when inflation runs hot. Tech leads when it cools. They alternate.

Not this year. And the other nine sectors? Combined, slightly negative.

The reason is the AI power buildout — data centers turned technology into a source of energy demand. One trade, two tickers.

We're running ~15% energy against a benchmark weight under 4%. Full breakdown in this week's video — link in bio.

09/18/2026

NBIS is trading on revenue- 3 YEARS out. 🤯

Doing some chart work while my son puts in the reps at Lansing U baseball academy. ⚾ Both of us are working on our swing. 😉

The chart: a tight triangle consolidation, coiling for a move.
The fundamentals: EPS expectations are negative 1, 2, and 3 years out.

So if it breaks higher, it's not an earnings story. The market is looking way down the road at revenue, and that leaves plenty of time for EPS to get revised up.

👉 Follow for more technicals + fundamentals breakdowns.



Charts from and

For educational purposes only. Not investment advice. Inside Edge Capital may hold positions in securities discussed.

08/31/2026

Three days in Saratoga Springs, and I'm still thinking about it.
This past week Inside Edge Capital hosted our clients for a three-day event here at home. It took months to put together, and it turned out to be one of the most meaningful things we've done as a firm.
We kicked things off in my backyard — dinner, drinks, presentations, and a fair amount of dodging raindrops. We walked through where the markets stand right now: the AI boom and what's driving it, the interest rate picture, and how inflation is showing up in real life. Good questions all around, and the conversation kept going long after the slides were done.
We could have held the first day at a INDOOR impersonal event hall (and avoided the rain), but I wanted to open my home, family, and personal life to my clients as they do with us to help navigate their financial lives.
Our friend Chad Brown, one of the top horse trainers in the country, was kind enough to join us for a 45-minute Q&A that nobody wanted to end.
The next morning we played a golf tournament at Saratoga Golf and Polo Club, then cleaned up and headed to the 1863 Club at Saratoga Race Course for an afternoon at the track.
What I keep coming back to isn't the schedule. It's the amount of real time we got with people. After three days together, I feel comfortable calling our clients friends — and that's not something a quarterly review can do.
Thank you to everyone who traveled in, and to the team who pulled it off. We'll be doing this again.

06/07/2026

What a day at the Belmont Stakes here in Saratoga! 🐎
My wife was definitely in the running for the best-dressed competition — I was just happy to be her plus-one.
But between races, I kept thinking about an article I posted yesterday whether this pullback in the AI growth trade is something we should be buying aggressively right now, or becoming more defensive.

Turns out horse racing and investing have some similarities, but there are a few very important differences that changes everything.

New blog post up on InsideEdgeCapital.com —

https://insideedgecapital.com/our-insight/the-belmont-stakes-horse-racing-and-why-im-not-betting-big-on-the-pullback-yet/

05/13/2026

Honored to have my weekly column for CNBC Pro featured on the CNBC.com home page today 🙏

🇰🇷 The AI trade may be packing its bags and moving from Silicon Valley… to Seoul-icon Valley.

For 16 years, U.S. stocks have crushed Emerging Markets. That run may be ending particularly against Asian markets.

Two charts I can't stop looking at this week, both are ratio charts. (A ratio chart is dividing one security by another security to quickly gauge relative strength or weakness between the two!

📉 Chart 1: The S&P 500 / EEM ratio just rolled over hard. After a 16-year uptrend off the 2010 GFC lows, the ratio has broken its 50- and 200-week moving averages and is threatening the 16-year uptrend channel. A monthly close near 105 confirms the regime change.

📈 Chart 2: The KOSPI (Korean stock market) / S&P 500 ratio is testing a downtrend line that has held since the late 1980s. A 37-year downtrend. If it breaks above 1.10 on a monthly close — it's officially game on in Seoul-icon Valley.

What's driving it? South Korea sits at the heart of the global HBM and DRAM supply chain — the memory chips that make AI possible. Samsung just crossed a $1 trillion market cap. Korean semiconductor shipments surged ~150% YoY in the first 10 days of May. Goldman has now raised its 2026 Korea earnings forecast three times this year — most recently to 130%.

This isn't really an EM story. It's an AI infrastructure story. And the capital is voting with its feet. We're planing to increase allocation to Emerging Markets, and particularly South Korea for clients on Inside Edge Capital!

Read the full breakdown — including how we're positioning client portfolios — on CNBC Pro, or come see how we manage money for our clients at InsideEdgeCapital.com 📊

12/01/2025

Todd Gordon Live on CNBC from the New York Stock Exchange

Markets are wobbling — from AI-fueled valuations to a rotation out of growth. In this CNBC clip, I break down what’s driving the sell-off, why the breach of the 50-day moving average matters, and how Inside Edge Capital sees potential opportunity as we head into Nvidia’s earnings. If you’re sitting tight or re-allocating, this one’s for you. 📉➡️📈

11/30/2025

8 Things I’m Grateful For in Markets, Money, and Life This Thanksgiving....

https://insideedgecapital.com/our-insight/a-moment-of-gratitude-todds-thanksgiving-message/

Gratitude #1 — Gratitude Itself
Gratitude #2 — Our Clients
Gratitude #3 — The Inside Edge Capital Team
Gratitude #4 — I Get Paid to Do What I Love
Gratitude #5 — Access to World-Class Research Tools
Gratitude #6 — The Power of Blending Fundamentals & Technicals
Gratitude #7 — The Technological Age We’re Living In
Gratitude #8 — The Community We’ve Built

Looking Ahead to 2026

https://insideedgecapital.com/our-insight/a-moment-of-gratitude-todds-thanksgiving-message/

Pompano Beach, FL — poolside, two hours before Thanksgiving dinner. It’s 80 degrees, sunny, I’m in a bathing suit with my MacBook on my lap, waterfalls roll ...

07/24/2025

Just got off the phone with another perspective client been who has been sitting on a stash of cash waiting for the crash …that hasn’t yet come!

Join the club!

I can’t tell you how many clients we’ve worked with in this exact situation. There’s hope. I think we’re in a AI-driven secular bull market with a lot more money to make. But I’ve been wrong and humbled many times. I’m assessing the market every single day challenging our outlook and when I’m wrong we can go defensive in our portfolios within a day! That’s active management.

05/27/2025

What does a 1993 Sylvester Stallone movie have to do with this market-leading industrial public safety technology company that is breaking out to new all-time highs? I just published an article on CNBC Pro with full details...

https://www.cnbc.com/2025/05/27/this-law-enforcement-stock-is-forming-a-bull-flag-pattern-that-signals-more-gains-ahead-charts-show.html