AI spending, not the Federal Reserve, now drives market momentum. The capex supercycle has made rate policy background noise. More
Articles
The Fed Delivers a Hawkish Cut
The Fed cuts another quarter point… Powell says a December cut “is not a foregone conclusion”… Powell and the Fed are watching AI and the jobs market “really carefully”… how to invest today In a 10-2 vote this afternoon, the Federal Reserve cut interest rates by a quarter point to 3.75% – 4.00%. Beyond the… More
The $2 Bet That Built a Breakthrough Investing System
Every great investing breakthrough starts with a story, often far from Wall Street. For LikeFolio co-founder Landon Swan, it began at a racetrack in Kentucky, where a $2 bet taught him a lifelong lesson about risk, reward, and probabilities. More
Tech Giants Report Another Quarter of Explosive AI Growth
AI earnings results show the boom isn't fading. Here's what ASML, TSM, and others revealed this quarter. More
$38 Trillion Reasons to Stay Invested
The national debt just topped $38T… why inflation is likely understated… checking in on gold and Bitcoin… playing offense and defense with debasement… this morning’s event with Louis Navellier and the Swan Brothers One week ago today, to little fanfare, the U.S. national debt crossed $38 trillion. To put that figure into context, it’s more… More
The Childhood Lesson That Became a Market-Crushing Edge
Some of the best investing insights come from unlikely places. For Landon Swan, it started with a $2 bet at a Kentucky racetrack, where his grandfather taught him an early lesson in risk and reward. More
A U.S./China Deal Framework Juices Stocks
Progress on trade talks… Friday’s inflation data and what to expect at the FOMC meeting on Wednesday… Louis Navellier and the Swan Brothers team up… AI versus Everything Else… a warning about cash Yesterday brought progress on the U.S./China trade talks. Let’s jump straight to Reuters: Top Chinese and U.S. economic officials on Sunday hashed… More
