In today’s Market 360, I’m going to dive into the details of what we know about the Winning the AI Race summit and what I expect President Trump to say tomorrow. More
Articles
Opendoor Isn’t a Meme Stock. It’s an AI-Powered Real Estate Disruptor
OPEN stock has skyrocketed 10X in weeks; but it's not just another meme rally. Discover why Opendoor could be the Carvana of homes. More
Why I’m Worried About You During This Melt Up
Years of data tell me the melt up in stocks has entered its final days... More
Why the Fed Should Cut Rates Next Week
Waller breaks ranks with the Fed… are tariffs inflationary or not?… good news on the inflation expectation front… what happens if there are no cuts?… a reminder about tomorrow’s seasonality event with Keith and Louis Federal Reserve Governor Christopher Waller is about to break ranks at next week’s July FOMC meeting. On Friday, in a Bloomberg… More
How You Can Profit During the Worst Month of the Year
I have a confession to make… I hate the month of August. It doesn't have anything to do with the weather, although the heat can be pretty sweltering at my homes in Nevada and Florida. More
There’s a Limited Window to Buy This AI Play – and I’ve Pinpointed When That Is
To keep up with the AI Revolution, it’s essential to buy into the firms that will rise with this new technology rather than be replaced by it. I plugged AMD into the seasonality pattern-spotting tool created by our partners at TradeSmith – and it tells me that a new window to buy this company is coming soon. More
Inside the AI Advantage: Where the Real Gains Are Coming Next
The AI Boom is entering a new phase, driven by enterprise adoption and the software providers enabling it. More