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The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
Front-Running Federal Investment: The Next Strategic Stocks
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
AI’s “Gray Swan” Risk
Block eliminates almost half of its workforce… Luke Lango’s forecast for how high unemployment will go… two ways the AI trade gets a haircut… the…
The $100 Million Lesson Wall Street Learned Too Late
Markets move on belief. That’s why hype cycles often drive price action faster than fundamentals can justify. And it’s why the biggest edge in modern…
Is U.S. Diplomacy Dead? The New Era of American Power In 2026
America’s Venezuela raid may mark the end of U.S. diplomacy as we knew it – and a new market regime as a result.
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just…
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here’s how the Great Decoupling is shifting wealth to energy and compute.
Eli Lilly vs. Novo Nordisk: A Tale of Two Stocks
In today’s Market 360, I want to walk you through this evolving rivalry – and show you why identifying true market leaders is critical in…
Markets Move on Belief – Not Facts
In today’s Smart Money, Jonathan Rose explains why markets move on belief, not just headlines, and how a new stream of probability-based data is changing…
“Buy the Dip” in This Megatrend?
Drones are down – is this a good entry point?… how Jonathan Rose sizes up the opportunity set… the economics behind humanoids aren’t good for…
From Headlines to Hard Money: What Moves Markets First
A CBOE veteran explains how prediction market signals move before stock prices – and how to use that gap to your advantage.
This Iconic Retailer Failed to Adapt—Here’s How Investors Can Avoid the Same Fate
Today, Wall Street veteran Marc Chaikin is joining us to share why the stakes for investors right now may be higher than many realize.
Why the Housing Crisis Is an Opportunity
Checking in on the “housing crisis”… why it’s a tailwind for homebuilders… gold has been crushing silver recently – as predicted… Louis Navellier’s price forecast……
Barneys New York and the Danger of Ignoring a Market Paradigm Shift
Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.
Why Yesterday’s Winning Strategy Stops Working
In his piece today, Marc Chaikin shares the story of Barneys New York – a once-iconic retail powerhouse that looked untouchable… until the world changed…
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
The Great Tech Dislocation – and What Happens Next
In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about…
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
2 Stocks to Buy for AI’s Next Stage
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…
Japan Just Hit Record Highs. Here’s the Trade to Make.
Political optimism isn’t the only force powering the Japanese rally. So, in today’s Smart Money, let’s take a closer look at several other factors driving…
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