Why the Fed Isn’t Cutting Rates – And What’s Changed
In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One place this is already showing up is in memory. My colleague Eric Fry believes this…
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of our time, and why the biggest profits in the next phase of this boom may…
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking at AI the wrong way right now. I completely agree.
GDP Cut, Consumer Spending Slowing, Oil Drama in Hormuz
In this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the recent slowdown in consumer spending – and why seasonal factors, like winter weather, may be…
Latest Research Reports
Top 5 Stocks for 2026
Get this Report
Three Stocks for the Quantum Revolution
Get this Report
