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When Abundance Becomes Disruption: The AI Spending Migration Begins
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers' spending makes economic sense.
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the 'peak AI' thesis with accelerating revenue, record margins, and expanding AI capex.
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just hype? Explore the bull vs. bear case.
From Headlines to Hard Money: What Moves Markets First
A CBOE veteran explains how prediction market signals move before stock prices – and how to use that gap to your advantage.
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here's how to position now.
The ‘One Rule’ Economy: Inside the Political Machine Rewiring the AI War
If you spent the last election cycle obsessing over red maps, blue maps, and the latest outrage-of-the-day on social media, I have a sobering reality…
You Need an ‘Emergency Beacon’
Wildfires start with a spark; and market selloffs do, too. Is your stock portfolio prepared? Learn how to protect what you've built.
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological Republic is reshaping markets — and which companies stand to benefit from government-backed capital flows.
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here's how the Great Decoupling is shifting wealth to energy and compute.
The Ghost of 1776: Why the Greatest Wealth Shift in 250 Years Is Happening Right Now
A “New 1776” moment is unfolding as AI, state power, and economic doctrine converge. Discover how this regime change could redirect trillions — and where investors may want exposure before Washington’s capital hits the market.
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.
Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
In today’s piece, I’ve invited Marc to share a powerful real-world example of how modern technology is quietly transforming lives … and why the massive data boom behind AI and automation is doing far more than fueling stock charts. It’s reshaping the global economy in real time.
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on the long-term opportunity instead of the short-term noise.
Barneys New York and the Danger of Ignoring a Market Paradigm Shift
Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.
AI Job Loss Is Accelerating – and Washington Won’t Stop It
Millions of jobs are at risk of displacement. Understand Engels' Pause and why joining the capital class is your only defense.
The Dangerous Side of Being Right
In this piece, Marc revisits one of the most spectacular hedge-fund blowups in modern market history. The lesson is that intelligence alone doesn’t protect you when positioning gets crowded, and volatility is spiking. Without discipline and proper guardrails, even the pros can get wiped out.
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn't peaking. Inference demand and competition are turning AI spending into a permanent utility.
