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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.
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.
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real investment choke points are forming, and why Jan. 27 could mark a critical inflection point for investors.
Why Optimism Could Be the Most Profitable Strategy of 2026
Accelerating growth and AI investment are driving an AI Dislocation. Here's how Louis Navellier is positioning for it.
Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoin’s safe-haven thesis is under the microscope, what experts predict for the future of Bitcoin, and whether the world’s top crypto can still become the next gold-standard asset for investors seeking stability.
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
The AI Industry Has Split Into Supergroups. Investors Need to Adapt.
AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK stock is still a buy.
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
Kevin Warsh, the End of QE, and the Great AI Divide
A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers.
Is Elon Musk Merging SpaceX, Tesla, and xAI?
Breaking down Elon Musk's SpaceX-Tesla-xAI consolidation: orbital supercomputers, investment winners, and what's next.
OpenAI’s $200B War Chest and the Great AI Infrastructure Land Grab
OpenAI is raising a historic $200B. Discover why the real profit isn't in software, but the nuclear and cooling infrastructure powering AGI.
Washington’s ‘New Deal’ for AI Stocks Is Your Lottery Ticket
In the 1930s, the New Deal reshaped American industry by focusing on power, capital, and infrastructure. Today, the same playbook is being applied to AI stocks.
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT's $150B capex surge isn't a warning sign. It's a buy signal for AI infrastructure investors.
The Fed Is Finished
The Fed's "invisible hand" is dead. Washington's "iron fist" now controls markets with government capital. Learn where to invest now.
Washington Brings Its Silicon Valley-Building Playbook to Robotics
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America's next moonshot.
