The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from the bottlenecks – the industries supplying the infrastructure that makes the new technology possible. According…
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped drive huge gains for companies like NVIDIA and Broadcom. More importantly, he explains why that…
Why AI Could Drive Inflation Higher
In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds of billions of dollars to support it… and where the biggest opportunities for investors may…
Why “Just Hold” Doesn’t Feel Safe Anymore
For many years, investors were told to buy strong companies and hold them for the long run. In my experience, that approach can still work. But the market doesn’t always make it easy. My friend and colleague Luke Lango believes…
Iran Crisis Shakes Markets: 3 Top Stock Picks Right Now w/ Special Guest Jason Bodner
In this week’s Market Buzz episode, my friend and MoneyFlows co-founder Jason Bodner joins us to talk about the ongoing Iran conflict, how past geopolitical events have impacted the markets and what investors should do.
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