Political optimism isn’t the only force powering the Japanese rally. So, in today’s Smart Money, let’s take a closer look at several other factors driving Japan’s market higher. More
Articles
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn't peaking. Inference demand and competition are turning AI spending into a permanent utility. More
It’s Over for Bitcoin…for Now
Luke Lango says Bitcoin has hit its Fourth Bust… a “growing consensus” about the government and your wallet… Eric Fry’s pick crushes Nvidia… where to find tomorrow’s biggest AI winners More
The Market Is Getting More Selective – 202 Stocks Just Changed Grades
If you watched the Super Bowl on Sunday, you already know it ended with the Seattle Seahawks taking home the Lombardi trophy. And while there were plenty of standout moments, one key factor was the deciding factor of the game: their defense. In the stock market, the same principle applies. Long-term success doesn’t come from chasing every headline or hot trade. More
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors. More
The Devon-Coterra Merger: 7 Key Questions Answered
Devon Energy's merger with Coterra creates a $58 billion energy giant with a 31% dividend increase. Learn what the all-stock deal means for DVN investors, ownership structure, and long-term strategy. More
Why the Mag 7 Lost $950B in One Week
Last week's tech chaos explained... why Alphabet and Amazon's spending shocked Wall Street... the Stage 1 to Stage 2 transition... which stocks face existential threat from AI... and how Louis and Luke are positioning for the winners More
