Every January, I, too, like to dust off my crystal ball and present a collection of forecasts and wild guesses about the coming year. Today, I’d like to offer a new prediction for 2025. Then, I’ll delve into a certainty: The arrival of artificial general intelligence, or AGI, is imminent. More
Articles
U.S. Inflation Slows: Why Now Is the Time to Buy Stocks
After a rough December – and equally rough start to 2025 – the stock market is surging higher thanks to today's soft inflation data. More
Tomorrow’s Inflation Report Could Change Everything
Wholesale inflation comes in below forecasts … the 10-year Treasury yield is driving the bus … the S&P sits at a critical level … estimating the size of the potential move that’s coming for the S&P The first of this week’s two key inflation reports came in relatively soft this morning. The Producer Price Index… More
Why This Week Is So Important for the Stock Market
This is “make-or-break” week for stocks. It all comes down to one word: inflation. More
The Bond Vigilantes Are Holding the Market Hostage (For Now…)
In today’s Market 360, we’ll take a closer look at the bond market and what’s driving yields higher. I’ll also explain why you shouldn’t worry about the recent gyrations. More
Oil Triggers a “Buy” Signal
Jeff Clark’s “buy” signal in the oil patch … Jensen Huang crushes quantum stocks … Eric Fry’s “Road to AGI” has accelerated … how to play seasonality in 2025 Oil popped on Friday when news broke that the U.S. Treasury Department had imposed fresh sanctions on Russian oil. The gains are continuing as I write… More
How You Can Join the Race to Find the Best AGI Plays
Today, I’d like to show you what indirectly investing in AGI looks like by taking a look at some examples of the “first wave” companies that would fall into the data-center category. Then, I’ll share where you can find the best “next wave” indirect AGI plays. More
