InvestorPlace Digest

When Will Stocks Turn Bullish Again?

The long-awaited market pullback is here … how it looks through a stage analysis lens … is the correction nearly over? … Luke Lango’s latest…

CPI Comes in Soft

July CPI is below estimates… Morgan Stanley on an AI bubble … how short-squeezes are behind many of this year’s biggest winners … Luke Lango’s…

Will These Red Flags Kill the Markets?

The Fed with an unforced error … what will tomorrow’s CPI bring? … huge government bond issuance… a bad consumer credit card record… inflation-adjusted household…

What Our Experts Are Buying Now

Why Luke Lango is back to buying … Eric Fry is taking trading profits but suggesting buying long-term core holdings … four sectors on Louis…

What Bill Ackman’s Bet Means for Your Portfolio

Bill Ackman’s bond bet … our government’s spending problem … why the situation won’t improve … the inconsistency in yields/stock prices today   Billionaire hedge…

The Agony & Ecstasy of AI Investing

Finding and holding onto tomorrow’s AI winners is very challenging … a real-time example with C3.ai … how do you ignore huge AI price volatility?…

An Economic Wake-Up Call

Consumers are out of cash but still spending … what’s the consumer mindset behind wanton spending? … debt-laden consumers are getting rejected from loans ……

Will Inflation Reignite the July CPI?

Will CPI surprise to the upside? … higher energy prices and a bad comparable month are a dangerous combo … higher home prices and inflation…

Where We Are in the AI Growth Curve

Earnings are topping expectations, like usual … the narrowest equity risk premium in 20 years … exactly where the market is in the AI growth…

The Market is Set to Drop

The market needs to consolidate gains … how much of a pullback might be expect? … the longer-term forecast is decidedly bullish … what a…

What the Dow’s Win Streak Means

The Dow's monster win streak this week … but don’t trade in your AI stocks just yet … 300% gains in AI for Eric Fry’s…

Make Tons or Lose Tons with AI – You Pick

AI’s disruptive power is beginning … the speed of changes is “frightening” …watch out for these timebombs in your portfolio … AI’s enormous wealth-generation potential…

The Fed Hikes Rates to a 22-Year High

The Fed raises rates another quarter-point… home prices rise for the fifth straight month … oil looks ready to break back above $80 … a…

Don’t Make This “AI” Mistake Today

History is repeating with corporate name changes … the market gains that accompany a name change … but which AI stocks are the real deal?…

A “Category 5 Hurricane” in Commercial Real Estate

The cracks in commercial real estate widen … a billionaire real estate investor sounds the alarm … tracking the daisy chain of defaults … the…

Is AI a “Buy” at These Valuations?

The average investor is chasing AI gains today … are AI stocks still a good buy at these valuations? … a roundtable discussion next week…

An Economic Hurricane is On the Way

The first few waves of defaults are hitting … the debt refinancing disaster on the way … assessing the scope of the problem … what…

Big Tech Gains Force Nasdaq 100 Rebalance

How the Nasdaq 100 rebalance will impact stocks … why yesterday’s retail sales report was better than it seemed … homebuilder confidence keeps growing ……

Odds Favor “Surprisingly” Good Earnings

How Q2 earnings will probably beat expectations … recession forecasts are dropping – does it matter? … what is “important and knowable” today … big…