A U.S. housing shortage and affordability crunch may push Washington to act. The result? A housing stock rebound with major upside. More
Articles
The Case for Panicking Early: Lessons from the Internet Bust
Today’s AI boom is checking nearly every one of the boxes that indicated a bubble back in 1999. So, I’ll detail the five warning signs that are currently flashing red hot… and the steps you can take to keep your portfolio in the green. More
How Smart Investors Separate Fads From Fortunes
As we look to 2026, let’s not just chase what was hot. Let’s focus on what ideas are built to last and which new ones might be emerging. More
The $2.5 Trillion Shift No One’s Watching and What It Means for Q1 2026
If you’ve been following Masters in Trading Live for any length of time, you’ll know that I do my best to stick to the facts. I talk about risk.I talk about structure. I talk about process, positioning, and how professionals think. What I don’t do is come on and say: “Here’s where I think the… More
The Pentagon Makes Another Move in the Market – Are You Paying Attention Yet?
In 1948, the two-month-old nation of South Korea was facing a serious threat, not only from North Korea but also from Russia and China. Instead, the conflict is about supply chains. It is about critical minerals, advanced manufacturing and the materials that power AI systems, semiconductors and modern weapons. More
This Week’s Economic Data – and What’s Quietly Reshaping the Market in 2026
In today’s Market 360, I’ll dig into the latest numbers and break down what they’re really telling us. I’ll explain what the Fed now has to confront heading into 2026, why the labor market matters more than inflation at this point and how that shift changes where the best opportunities are likely to emerge next year. More
The Warning Signs in This Week’s AI Selloff
In today’s Digest takeover, Eric Fry explains why this week’s AI selloff may be just the start. Concerns around sky-high valuations, data-center financing, and profitability are starting to surface, and when leadership stocks stumble, the ripple effects can spread fast. More
