Producer prices come in well above estimates… Wall Street still expects a rate cut in September… is a melt-up/bubble burst in the cards?… lower-income Americans keep falling behind VIEW IN BROWSER The second of this week’s two inflation reports came in unexpectedly hot this morning. Analysts had forecast the Producer Price Index (PPI), which measures… More
Articles
The Next Frontier in AI Is Now… And How You Can Profit
In today’s Market 360, I’ll show you why the Physical AI shift matters, what most investors are missing and how you can position yourself early, while the biggest gains are still ahead. More
AI Is Eating Itself
AI’s creative destruction turns on itself… the investment action steps to take now… one of the best ways to play the ETH breakout… a tool to let you follow order flow just like the big money In 2011, venture capital billionaire Marc Andreessen declared that “software is eating the world.” He was right. From retail… More
How to Invest Before “AI Day Zero” – The Biggest Wealth Event Since the Internet
Every few decades, a single word can define an entire era of wealth creation. “Plastics” in the 1960s… “Yahoo” in the dot-com boom… “iPhone” in the mobile era. Today, that magic word is “Physical AI,” when AI steps out of the cloud and into the real world. More
Why ChatGPT-5’s Stunning Launch Is Bad News for Many AI Stocks
ChatGPT-5’s breakthrough speed, cost efficiency, and intelligence are reshaping the AI market ... creating big winners, exposing SMB-heavy software stocks, and narrowing the AI boom to true innovators. More
CPI Data Doesn’t Derail Rate Cut Hopes
Inflation is climbing, but not alarmingly… a September cut is expected… is AI about to start disrupting other AI?… the companies most at risk today… where to invest to avoid the disruption This morning’s Consumer Price Index (CPI) report came in on the warm side, but not hot enough to derail the market’s expectation for… More
This Quant Tool Turns the Tables on Wall Street
If you’re a regular reader of mine, then you know that I began using quantitative analysis in my stock-picking decades ago. And today, practically every hedge fund on Wall Street has its own army of “quants,” computers and sophisticated algorithms looking for any “edge” they can find. More
