Fifteen years ago, I lost my job. For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options contracts trading hands in the markets. And then in one fell swoop, it all nearly ended. Let me back up and tell you the whole story… More
How Walmart and Amazon Could Upend the Banking System
Walmart and Amazon send a warning shot to credit card companies… watch the GENIUS Act… silver is now outpacing gold – where it goes next… a 100% winner for Eric Fry’s subscribers… a market tailwind from “Trump Accounts”? VIEW IN BROWSER There’s a potentially major shakeup brewing in the financial tech (fintech) space. Over the… More
Quant Ratings Updated on 132 Stocks
There is a lot happening on Wall Street, as well as behind the scenes, this week. First and foremost, last Friday, news broke that Israel conducted a round of airstrikes against Iran. Stocks fell the most in nearly a month, as the prospect of a broader conflict and an oil supply shock sent crude prices to their biggest one-day gain in years. More
Robotics: Physical AI Is Here, and It’s Coming for a $50 Trillion Market
Robotics goes mainstream. From humanoids to AVs, Physical AI is poised to reshape labor and create massive new investment opportunities. More
The Inflation Reality the Fed Won’t Acknowledge
Wall Street begins to get back to normal… the first improvement in consumer sentiment in six months… what will the new Dot Plot bring on Wednesday?… is Apple dead money? VIEW IN BROWSER As I write Monday approaching lunch, the markets are shaking off last week’s “risk-off” flight to safety after conflict erupted between Israel… More
From Switzerland to Silicon Valley: Where the Market Is Headed
Last week began on a strong note, with the S&P 500, Dow and the NASDAQ staying in the green until Thursday. But on Friday, geopolitical tensions in the Middle East broke the market’s winning streak. News broke that Israel conducted airstrikes against Iran, causing stocks to fall the most in nearly a month, while gold… More
Game On: Inside Meta’s $15 Billion Quest for the AGI Trophy
In today’s Smart Money, I’ll break down Meta’s recent developments in AI, including how its new partnership could be the key to claiming the AGI trophy. Plus, I’ll share the best way to play AGI as it continues to develop. More
