Mark Melrose Strategies and Tactics

 AI helped fuel the market’s rally—but what happens when the next phase requires billions, potentially trillions, in funding?

Join Mark Melrose, author, investor, and United States Marine Corps veteran, for a discussion of market uncertainty and why every tactical investment should support a long-term strategic plan.

In this episode:
• Why AI funding concerns are weighing on investor confidence
• How strategic planning guides tactical investment decisions
• A client story about charitable giving, retirement income, and legacy planning
• A top-down approach to researching industries and individual stocks
• How ETF holdings can help you discover companies to evaluate
• Why risk assessment matters before making an investment
• The role of semiconductors in AI’s continued development

Subscribe for more episodes on tactical investing, financial planning, and navigating changing markets. Visit Mark’s website to learn about his book and free strategic planning tool.

For educational purposes only. This episode does not provide personalized investment, tax, or legal advice.

#TacticalInvesting #InvestmentStrategy #AIStocks 

As an Explosive Ordnance Disposal Technician, following a process can mean the difference between life and death. That experience shaped how I approach investing, too.

In this episode, I share why discipline and tactical thinking matter—and why a clear process is central to my investment approach.

Click to listen and discover why process comes first.

Being an expert on a product can give you valuable intel. It can also give you something more dangerous: overconfidence. 

In this episode of Tactical Investing for Your Strategic Plan, Mark Melrose, author, investor and USMC veteran, starts a new storytelling format with two real-life stories about knowing your limits. 

First, a computer science professor who was sure the best spreadsheet would win the market, and what that teaches us about the gap between a great product and a great stock. Then Bill, a Marine buddy who jumped out of perfectly good airplanes every weekend.  

Mark ties both stories to Sun Tzu's "know yourself, know your enemy" and applies the lesson to today's market: 

• SITREP: The Fed's latest rate move, inflation still sticky, oil prices climbing, and unemployment around 4.1%
• Microsoft: Why it's in the right business at the right time, with its data center buildout, semiconductor and memory-chip partnerships, and roughly 30% gains over three months
• Oracle: Heavy borrowing for data centers, weak price action, and why Mark is thinking about "pulling the face curtain"

Strategy will guide you, but tactics will move you.
 

This week's podcast: the upcoming Fed meeting, Oracle, AI usage, and what it means for corporate costs.

Also dropping a new poster series on tactical thinking for investors — mapping military tactics onto investing. First up: Market, Industry, and Stock Analysis as your intel officers, and how to actually use them.

Markets are unpredictable. Your decisions don’t have to be.

Each week, Mark Melrose breaks down the markets, highlights stock opportunities, and examines the economic and political events shaping what comes next. But this podcast goes beyond investing.

Drawing on decades of investment experience and military strategic principles, Mark shows you how to think tactically, manage risk, recognize opportunities, and make better decisions—in the markets, in business, and in everyday life.

From what the Fed will do next to the stocks worth watching, you’ll learn not just what is happening, but how to think about it.

Tactical investing. Strategic planning. Better decisions.

Markets are unpredictable. Your decisions don’t have to be.

Each week, Mark Melrose breaks down the markets, highlights stock opportunities, and examines the economic and political events shaping what comes next. But this podcast goes beyond investing.

Drawing on decades of investment experience and military strategic principles, Mark shows you how to think tactically, manage risk, recognize opportunities, and make better decisions—in the markets, in business, and in everyday life.

From what the Fed will do next to the stocks worth watching, you’ll learn not just what is happening, but how to think about it.

Tactical investing. Strategic planning. Better decisions.

You'll hear on this podcast what you won't hear on any other financial podcast 

 This week, I examine the economic and investment terrain—from GDP, personal income, Treasury yields, and interest rates to Nvidia’s upcoming earnings and Moderna’s progress in personalized cancer treatment. I also explain how supply, demand, competition, government intervention, and a company’s position within an industry can affect its long-term investment potential. Tactical investing means looking beyond the headlines, understanding why you own a stock, and determining whether it still supports your strategic plan. 

 This week Mark breaks down the market's mixed signals — cooling inflation, a surprise dip in retail sales, and strong earnings that are already old news by the time you hear them. Then he goes deep on his full AI investing thesis, tracing the money from chips and memory all the way through to power generation and on-site energy — seven distinct sectors most investors never think to connect. He also flags a looming supply crunch in the defense sector (hint: it involves Patriot missiles) and explains why military strategy — Sun Tzu included — is the best framework he's found for building a portfolio that actually holds up over time. 

Tactical investing means looking beyond the headlines—digging deeper to find the tactical edge others may be missing.

As I’ve stated before, we don’t have an oil supply problem in this country. Over the past year and more, we’ve watched many energy stocks rise along with higher energy prices.

So, have you already missed the opportunity to profit from the energy sector?

No.

I’ll show you why I believe the next opportunity may be further downstream—and why refiners could be the place to look for future growth in the energy markets.