Mark Melrose Strategies and Tactics

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...

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 oppor...

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 oppor...

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 loo...

 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....

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 beli...

Take a closer look at one company and discover what differentiates it from its competitors and why that matters to investors. Continuing last week's discussion on tariffs and how they affect investments and entire market sectors, I explain how to look beyond the headlines and understand the downstream impact on individual companies and industries. If you want a more comprehensive understandin...

In this podcast, you'll get the real story about tariffs—the story you won't hear from most major financial news networks. I'll explain how tariffs are collected, who actually pays them, and where the money goes. We'll also discuss the tariff laws and policies you hear quoted in the news and what they really mean. Most importantly, I'll share real-life examples of when tar...

Every week I separate headlines from facts, helping you understand what economic and geopolitical events really mean for your investments. Drawing on over 40 years of investment experience and the tactical planning principles I learned as a United States Marine Corps EOD veteran, I provide practical insights you can apply immediately. Subscribe today and you'll also receive two FREE workbooks...

This week's newsletter explores why AI continues to lead the financial markets, the industries best positioned to benefit, and how tactical investing can help you identify opportunities while managing risk. If you're looking to become a more disciplined and informed investor, this issue is for you. Subscribe to my newsletter, listen to my podcast, and pre-order my upcoming book,  Tactica...

Join my free weekly newsletter and podcast to learn how military strategy, tactical thinking, and disciplined decision making can help you become a more confident investor. Plus, receive two FREE investment workbooks when you subscribe .  Pre-order your book today - Just click here

In this episode I talk about Ford and China's Geenley automotive company. AI is the terrain and what are the best weapons to use and where should you deploy them. All this and a look back and the financial markets.  Along with new data on our economy coming out this week or April 27th. 

Here are the most important developments from last week and what they mean for your portfolio. Oil prices, inflation data (CPI and PPI), Federal Reserve policy, profit-taking, and shifting industry leadership are all influencing today's investment landscape. In this week's podcast, I examine how these events are working together to affect the markets and your portfolio. Most importantly,...

This week on Tactical Investing & Strategic Planning , Mark Melrose discusses the major economic and geopolitical events shaping today’s financial markets. Topics include the Iran and U.S. ceasefire, rising inflation, higher oil prices, and the strong rally that ended the week at new highs, S&P 500 up 2.3% and the NASDAQ up 4.5% during Thursday’s trading session. Mark breaks down how highe...

This week, we witnessed a dramatic shift in market sentiment compared to how events began and how they ultimately changed to Monday's market rally. In this episode, I discuss what changed, why it mattered, and what investors can learn from it. I also share a conversation I had with a Marine Corps combat veteran who has flown into harm's way on numerous occasions. Through our discussion,...

Markets fell sharply after a strong jobs report pushed interest rates higher. This week, I discuss AI, jobs, the human advantage, and what investors should expect next. Learn why preparation, discipline, and maintaining strategic cash reserves may be critical in today's uncertain market environment. 

Why Learning from the AI Process May Be More Valuable Than Its Ability to Solve Problems. I examine how AI solved an 80-year-old mathematical problem that even some of the world’s best mathematicians could not solve. It succeeded not because it possessed greater specialized knowledge, but because it approached the problem through a more synthesized process — a process remarkably similar to the way...

 In this episode, I discuss why it matters whether oil prices are rising or falling because of changes in supply or demand. Looking at today’s market environment, I share tactical investment ideas and discuss where I believe opportunities may exist in the energy sector and related industries. Of course, I’ll also provide a recap of what happened in the financial markets over the past week and what...