In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you need to know before we’re fully submerged in the AI waters. More
Articles
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction. More
Is the Bull Market Rally Back On?
The market keeps rallying... but we’re still “on the wrong side of the tracks”... Luke Lango's bull case for tech... a black swan lurking in the Middle East... and a dark question about AI's future we'll be tackling soon More
The Hidden Commodity Winner of the Oil Crisis
Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is not the only commodity under the thumb of the Iran conflict. It turns out that when a butterfly flaps its wings in the Straight of Hormuz, a tsunami of chaos sweeps over nearly every commodity industry in the world. More
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX. More
Markets Are Rallying – Are They Ignoring a Major Risk?
Are markets misreading the Iran news?… the households that can't absorb $100 oil… private credit stress spreads beyond software… and what to do now More
Do You Own One of These “Zombie” Companies?
Zombie-themed movies and TV shows are very popular, so you probably know the pattern. Many things look normal. People go to work. Stores are open. Life goes on. But underneath the surface, something is wrong. The same is true of some companies. More
