CPI data comes in soft… when and how many rate cuts might 2026 bring?… more drama surrounding the Fed Chair nomination… how today’s data impacts 2026… a trip down memory lane VIEW IN BROWSER This morning’s cool CPI report cleared the runway for a Santa Rally – and perhaps more importantly, for more rate cuts… More
Articles
While Wall Street Panics About AI, Micron Just Brought Receipts
Micron's Q1 earnings say, 'what bubble?' The memory giant's record results reveal surging HBM demand and validate the AI infrastructure boom. More
The 2026 Bear Market Nobody Sees Coming (Except This Wall Street Veteran)
The same forces triggered the 1929 crash, dot-com bust, and today's AI bubble. Here's how to identify them and safeguard your portfolio now. More
The Next AI Moonshot Is Already Here
In today’s Market 360, we’ll explore why tech leaders are suddenly aiming for space, why a potential SpaceX IPO could tempt investors and how to avoid confusing bold ideas with sound investments in fundamentally superior stocks. More
The AI Selloff Is Starting – Where to Move Your Money Now
Over the past several days, major AI stocks, like the Bob Dylan song of the same title, appear to be knockin’ on heaven’s door. While maybe not yet reaching their ultimate end, they are at least “tangled up in blue.” Here's the best strategy for survival. More
Oil is Tanking – What to Do Now
Oil prices hit five-year lows… don’t expect a sustained turnaround anytime soon… why doesn’t AI energy demand prop up prices?… electricity versus oil… a big AI red flag from Eric Fry Yesterday, oil prices slid to their lowest level in nearly five years. Brent Crude fell below $60 a barrel while West Texas Intermediate Crude… More
The Natural Gas Reckoning Is Overdue – Prepare Now
In today’s Smart Money, let’s discuss a couple of new kids on the block muscling their way into the natural gas market and the natural gas play to get in on early. More
