Let’s look at what three big bank earnings reports are really telling us. Then I’ll show you why that matters for what comes next – and where I believe the real opportunity is starting to emerge. More
Articles
The Market Is at Highs… but the Returns May Not Be
The S&P is back in record territory… are all the risks gone?... what one valuation metric says about forward returns… how to remain in the market despite valuation risk… next week’s event with TradeSmith CEO Keith Kaplan More
The Question Every Investor Gets Wrong
Keith is joining us today to explain how his team is using AI to uncover these kinds of “signals” across thousands of stocks. It’s the same type of approach that powered some of the most successful hedge funds, ever. More
Stop Guessing the Market. Use AI Trading Signals Instead
Forget forecasts. AI trading signals identify repeatable patterns that drive profits in any market environment. More
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?... invest in the “AI demand shocks”… where senior analyst Brian Hunt is looking today More
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might look like an attractive opportunity to buy the dip. But I advise caution. More
The AI Grid Is Leaving Earth
Orbital data centers could solve AI's biggest constraints – power, cooling, and scale – creating a massive new investment opportunity. More
