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…
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.
Latest Research Reports
7 Top AI Stocks to Buy Under Trump for 2026
Get this Report
7 Top AI Stocks to Buy for 2024
Get this Report
Top 4 Cryptos to Buy for 2024
Get this ReportLatest Podcasts
More PodcastsBitcoin 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…
