The truth is most of the recent headlines are a distraction, and soon the news fizzles out. Real proposals will have longer legs as they face hurdles in Congress or await funding before anything truly happens. But there is one Trump agenda item making news that has universal backing. Unanimity is rare nowadays, but everyone across the political spectrum is rallying behind this part of Trump’s agenda. More
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How Trump’s Sovereign Wealth Fund Is Bullish for Bitcoin
Given his penchant for blazing trails, it makes sense that Trump would want the U.S. sovereign wealth fund to buy a bunch of Bitcoin. More
How DeepSeek Could Lead to a New Wave of the AI Boom…
There’s a big showdown unfolding in the tech world: DeepSeek versus OpenAI. DeepSeek’s R1 model has been compared to OpenAI’s ChatGPT-4, which cost $100 million, with reports claiming it is just as good, if not better. More
Is the Labor Market Too Strong for Rate Cuts?
The jobs report comes in light but still healthy … how Mexican/Canadian tariffs could affect your portfolio … a leg down in the S&P? … Bitcoin is headed to $120K This morning, we learned that the U.S. economy added 143,000 jobs in January, less than the 169,000 jobs forecasted by economists. However, the unemployment rate… More
Alphabet and Amazon Address DeepSeek… Are They Good Buys?
I want to use today’s Market 360 to review the latest reports, including what they had to say about the DeepSeek. Then I’ll share if these stocks are good investments right now. More
Amazon Earnings: Big Tech Knows AI Is the Ultimate Jackpot
Amazon, Microsoft, Alphabet, Meta, and Oracle are expected to spend nearly $350 billion in capital expenditures this year, all for AI. More
The AI Arms Race Should Keep You Bullish
AI investors who sold after DeepSeek are missing something … the “war” with China … a shortsighted 7% Alphabet selloff … why altcoins are about to jump As you know, the sudden emergence of the low-cost, Chinese AI startup DeepSeek last week resulted in a flash crash in leading U.S. AI stocks. The selling pressure… More
