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Most Recent
InvestorPlace Digest
What Kind of Easter Egg Hunt Are You In?
In today’s guest essay, Brian shares one of his favorite investing lessons, starting with a story you probably know well: the time Blockbuster passed on buying Netflix for $50 million. That single decision ended up costing Blockbuster billions. But Brian’s point isn’t just about missed opportunities. It’s about understanding why those opportunities exist in the first place – and why most investors never find them.
The Market Has Already Changed … but Most Investors Haven’t
When Amazon went public, those who understood what was coming and moved early built a fortune. Everyone who waited for confirmation might still have made money, but not to the extent of early movers.
Why the Private Credit Squeeze Could Create “Zombie” Companies
In today’s Friday Digest takeover, Louis explains how years of easy money may have kept a growing number of companies alive – not because they’re strong, but because financing was cheap and abundant. Now, with interest rates higher and conditions tightening, some of those businesses may be far more fragile than they appear.
Trump’s Iran Update Spikes Volatility. Now What?
Stocks gyrate after Trump extends the Iran timeline... what yesterday's jobs data tells us... AI agents are coming for jobs… how to invest ahead of the Agent Supernova
Is the Bull Market Rally Back On?
The market keeps rallying... but we’re still “on the wrong side of the tracks”... Luke Lango's bull case for tech... a black swan lurking in the Middle East... and a dark question about AI's future we'll be tackling soon
Markets Are Rallying – Are They Ignoring a Major Risk?
Are markets misreading the Iran news?… the households that can't absorb $100 oil… private credit stress spreads beyond software… and what to do now
Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits… and why it's all the same story
Three Stocks to Buy as Investors Flee This $3 Trillion “Shadow” Market
Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.
This $1.8 Trillion Risk Could Hit Your Portfolio
For nearly a thousand years, the Theodosian Walls of Constantinople (modern-day Istanbul) stood as one of the most formidable defenses ever constructed. That’s exactly the kind of strength today’s market is demanding.
The $3 Trillion Market More Investors Are Starting to Worry About
In today’s Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market – often referred to as the “shadow banking system.” He explains why rising rates are beginning to expose cracks that Wall Street is only now starting to acknowledge.
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI itself… beware the growing danger in private credit… and what it's all telling us about the future of AI
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?... Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time to be careful
The Next Three Weeks Could Determine Your Investing Year
What happens now that we’ve lost the 200-day moving average… will we have an off ramp in the Middle East… how to invest despite volatility… when lofty valuations aren’t so lofty
Relief Rally or False Signal?
Is the Iran War nearly over?... conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C System is telling us today
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the AI bottlenecks… and that have been overlooked by Wall Street almost entirely so far.
A $10 Trillion Shift Most Investors Will Miss
Beneath the surface of the AI boom, a series of hidden supply bottlenecks is beginning to tighten. And unlike interest rates or inflation data, which tell you what already happened, these bottlenecks are shaping what happens next.
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding again.
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?... CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates… another red flag in private credit… “follow the money” into AI bottlenecks
