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It is no secret, and indeed, openly proclaimed, that Vertiv’s infrastructure is integral to the burgeoning realm of artificial intelligence. This is not innovation, but rather a necessary support system – a network of conduits and regulators enabling the flow of data, the very lifeblood of this new, often opaque, power. The reported $9.5 billion backlog at the close of the third quarter – a figure likely underestimated, as such pronouncements always are – dwarfs the stated Wall Street consensus of $12.4 billion in projected sales for 2026. This discrepancy, this predictable overestimation of future capacity, is a symptom of a larger affliction: the relentless pressure for exponential growth, divorced from any genuine need or sustainable foundation.

VCIT, with its 0.03% expense ratio, is the kind of fund that makes you wonder why anyone would pay 12 times more for a similar product. It’s like choosing a bicycle over a luxury car-both get you to the same place, but one leaves you with more money in your pocket. FBND, meanwhile, offers a slightly higher yield and a smoother ride, though its 0.36% fee feels less like an investment and more like a toll on the highway of financial wisdom.

If the worst does happen, and the market decides to take its existential nap, it’s crucial to keep your wits-and your investments-intact. Companies wobbling on shaky legs are destined for the dustbin when the storm hits. Conversely, the ones with grit, gumption, and enough cash reserves tend to rebound faster than you can say “buy low, sell high.” And, in that unlikely event, there’s one ETF from Vanguard I intend to cling to like a life raft-because I’ve learned, after enough missteps and market tantrums, that there’s value in steady, quiet resilience.

The paperwork calls it a “Rule 10b5-1 trading plan.” A bureaucratic shrug. Executives sell shares; markets twitch. The world continues.

The volume may sit within Mr. Gilboa’s newly observed pattern, but that presumes we ignore the broader picture. Previous sales have averaged about 85,000 shares-still a significant stake, but this particular sale clears nearly half his direct holdings. It signals not just liquidity but perhaps a subtle signal of his confidence in overextended valuation.