Checking in on our late-stage bull market scorecard... new IPO madness... margin debt hits record highs... the single-stock ETF explosion... why we're still dancing (but closer to the exit)

Kevin Warsh gets the nod for Fed Chair… the market’s reaction… precious metals finally correct – get ready to buy… new data about our ever-expanding K-shaped economy

Much like Nvidia at $72, these two AI chip stocks have incredible upside that Wall Street hasn’t fully realized yet... 

I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to find more.

For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it.

ASML has great earnings – and investors sell… MSFT implodes after strong earnings… are we priced for perfection?... where the next wave of growth comes from… why low valuations alone won’t save you

The Fed leaves rates unchanged… when we might get the next cut… consumer confidence plummets… but 401(k) wealth soars… how to be on the right side of this divide

“The most profound economic reorganization in American history”…  goodbye, free markets… the government’s roadmap to investment gains… the 6-Layer AI Bottleneck Stack… Luke Lango’s newest research package

Over the past several weeks, Luke Lango and his team have combed through executive orders, pored over government memos, and spoken with military insiders to identify which companies are best positioned to receive U.S. government funding.

Waiting until a stock pick feels comfortable can leave you with a portfolio of underperformers.

Keith Kaplan explains how stocks, like nature, are full of recurring cycles and rhythms – patterns that are nearly impossible to spot with the naked eye. But with the right data and tools, they become surprisingly clear.

What studies show about returns after hitting “Top Dog” status… why the Mag 7 stocks are effectively, Top Dogs… where Eric Fry is looking for outperformance… Luke Lango and how to invest in the government’s “Genesis Program”

Natural gas has its best day in four years… an arctic blast across the country… why the opportunity is much bigger… Eric Fry’s top stock… how to catch a free replay of “Prediction” 2026

Our friends at TradeSmith believe we’re entering some of the best conditions yet for using their Trade Cycles algorithm, and they want you to be a part of that story.

Success isn’t about effort alone—it’s about timing. And those who respect seasonal patterns, understood after generations of effort, don’t just survive year after year… they thrive.