Articles

Is the Next AI Gold Rush Happening Beneath the Ocean?

A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners. More

Why the Private Credit Squeeze Could Create “Zombie” Companies

In today’s Friday Digest takeover, Louis explains how years of easy money may have kept a growing number of companies alive – not because they’re strong, but because financing was cheap and abundant. Now, with interest rates higher and conditions tightening, some of those businesses may be far more fragile than they appear. More

The New Weapon Changing Warfare (and Markets)

In today’s Market 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you about one of my favorite companies that stand to benefit... More

The ‘New’ Layer in the Market: How We Scored a 300% Trade on Polymarket Hype

Major institutions are already incorporating these probability signals into their forecasting process. And now we can see in real time how these markets are handicapping the outcomes of everything from potential military strikes to business acquisitions. More

Anthropic’s Claude Mythos Leak Is Bigger Than You Think

Anthropic's Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk. More

Trump’s Iran Update Spikes Volatility. Now What?

Stocks gyrate after Trump extends the Iran timeline... what yesterday's jobs data tells us... AI agents are coming for jobs… how to invest ahead of the Agent Supernova More

The Bigger Story Behind March’s Market Selloff

In today’s Market 360, I want to show you why the market’s recent March Madness may prove temporary, why investors are already starting to look past the latest Iran headlines – and why a couple of overlooked developments in Elon Musk’s orbit say a lot about where the future is heading. More