The S&P is stuck in neutral… one corner of the market that’s soaring… the other lucrative bottlenecks… financials are warning us… when is Bitcoin a “buy”? More
Articles
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking at AI the wrong way right now. I completely agree. More
The Hidden Consensus Forming on Wall Street – and How to Get In
I thought I was one of only a few contrarian voices speaking about AI’s emerging bottlenecks. But I’m actually joined by a growing chorus of voices behind Wall Street’s closed doors. More
The New Doctrine Reshaping Global Markets
America's foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook. More
The AI Boom Just Hit Its Next Bottleneck
Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry keeps urging investors to look at copper… how to take advantage of bottlenecks More
GDP Cut, Consumer Spending Slowing, Oil Drama in Hormuz
In this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the recent slowdown in consumer spending – and why seasonal factors, like winter weather, may be playing a role. More
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for running them, as they have fewer powerful cores than GPUs when running consecutive general-purpose tasks. And Nvidia is once again ready to profit from this shift. More
