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The Next AI Moonshot Is Already Here
In today’s Market 360, we’ll explore why tech leaders are suddenly aiming for space, why a potential SpaceX IPO could tempt investors and how to…
The Fed Says One Rate Cut – Markets Are Betting on Two
The latest “dot plot” showed Fed members expect only one more rate cut in 2026. However, the futures market believes that two rate cuts are…
The AI Investing Cheat Code Just Got Patched
The AI investing playbook is changing as hyperscalers build custom silicon. Here are 4 stocks positioned to win in 2026.
Welcome to the President’s Market
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
How AI Could Lead to the “Death of the Spirit”
In the days ahead, we’ll revisit several Digests from 2025 (and one from last year) that helped frame important questions, spotlighted emerging risks and opportunities,…
Forget Silicon Valley — the Next Tech Fortunes Start in D.C.
In today’s issue, my colleague Luke Lango is taking you inside one of the most important — and least understood — shifts happening in the…
The White House Is Quietly Picking AI’s Biggest Winners
Washington’s new AI strategy is reshaping the market, driving massive moves in government-backed companies. Spot the next surge early.
The Real AI Boom Isn’t Coming Out of Silicon Valley
Silicon Valley may have sparked the AI boom – but now it’s Washington, D.C. that’s helping decide who wins it.
Housing Affordability Has Become a Policy Emergency
A U.S. housing shortage and affordability crunch may push Washington to act. The result? A housing stock rebound with major upside.
A Backup Plan for 2026
The market may be showing signs of strength but it’s important to stay alert. That’s because even a strong market can change quickly. And you…
A Black Friday Bargain Hiding in Plain Sight
In the spirit of Black Friday coming up, I’d like to share a relatively cheap and underappreciated AI play that I’ve been watching throughout 2025.
The Quiet Power Play Wall Street Is Missing in the AI Boom
Everyone’s fixated on AI chips. On trillion-dollar valuations. On whether Nvidia (NVDA) can keep defying gravity. But while the crowd debates multiples and margins, something…
The 2026 Bear Market Nobody Sees Coming (Except This Wall Street Veteran)
The same forces triggered the 1929 crash, dot-com bust, and today’s AI bubble. Here’s how to identify them and safeguard your portfolio now.
Robotics Is About to Become America’s Most Important Industry
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.
The Genesis Mission Has a 270-Day Timeline – And You’re Already Late
The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.
The Harsh Reality Behind the AI Boom… And How to Prepare
In today’s Digest takeover, Keith Kaplan draws a powerful parallel between the dot-com era and today’s AI-driven market.
AI Is Fueling a Mega Melt-Up – Here’s How to Stay Safe
Today, AI has taken center stage – and risk is being rationalized away in real time. The opportunity is real. So is the danger.
How One Trade on a “Dead Stock” Made Me a Legend
It started with a blip on my options scanner — a surge of strange trades in a stock everyone had written off for dead. It…
Fed Update Clears the Runway for a Year-End Rally
The Fed update just set the stage for a Santa Rally: how interest rates, dot-plot signals, and AI growth are aligning for year-end gains.
Will 2026 Be the Year of the Bear?
When COVID-19 hit in 2020, lives everywhere began to change. We all had to shelter in place, and small businesses had to close their doors.…
Inside the Fragile Foundation of the AI Market
TradeSmith CEO Keith Kaplan is joining us today to dig into the uncomfortable truth behind the AI surge – and what it means for investors…
Is 2026 a “Tipping Point” for the AI Revolution?
Longtime readers know that I’m bullish about the AI Revolution. In fact, I expect 2026 to rival some of the best years of my career.…
The Inconvenient Truth About the AI Boom
A quarter-century after the dot-com bust, the market is again dangerously concentrated in a handful of AI stocks. TradeSmith CEO Keith Kaplan reveals a new…
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