The Next iPhone Moment — And the 10X Supply Chain Trades I’m Watching Right Now
Every generation has its watershed device. And today, another revolutionary device is poised to introduce a new technological leap we’ll be talking about for decades to come. When that happens, investors who see it early are the ones who will…
The Market’s Smoke Alarm: What the Yield Curve Is Telling Traders in 2025
After the longest inversion in history, the yield curve has snapped back into positive territory. Some pundits are calling it a sign of confidence. Others say it’s the prelude to a recession… Either way, it’s the bond market’s way of…
From Washington’s Wallet to Wall Street Wins: Why KRMN Could Be the Next Triple-Digit Trade
There’s an old Wall Street saying: “Don’t fight the Fed.” What it means is simple. When the Federal Reserve is cutting rates and flooding the system with liquidity, you want to be long. When they’re hiking rates and tightening, you…
The Dip Before the Next AI Boom
While everyone's panicking about this week's tech selloff, the smartest investors are seeing something completely different – opportunity. Yes, stocks have been sliding. The Nasdaq is down 2.6% over five days, and headlines are screaming doom. But here's what they're…
The Trader’s Mindset: Why We Held Lyft Calls When Everyone Else Panicked
I had just graduated from the University of Miami — sun still on my skin, confidence in my step — and Chicago was calling louder than any beach could. I wasn’t chasing an office job with a cubicle and a…