In this issue, my colleague Luke Lango will explain why 2026 may not be “business as usual” like we’re used to… and more about a coordinated, government-backed push to secure America’s leadership in AI and critical technologies. More
Articles
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities. More
Quant Ratings Updated on 137 Stocks
If you’re a fan of the Lord of the Rings books or movies, you may remember the palantíri. That’s a fitting metaphor for a company whose entire mission is to extract clarity from oceans of data. I’m talking about Palantir Technologies (PLTR). But what really matters right now isn’t the mythology. It’s the execution. More
The Crazy Map Update: Getting Hotter
Checking in on our late-stage bull market scorecard... new IPO madness... margin debt hits record highs... the single-stock ETF explosion... why we're still dancing (but closer to the exit) More
Kevin Warsh, the End of QE, and the Great AI Divide
A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers. More
Warsh Tapped for Fed Chair – Metals Crash 27%
Kevin Warsh gets the nod for Fed Chair… the market’s reaction… precious metals finally correct – get ready to buy… new data about our ever-expanding K-shaped economy More
Company Layoffs Accelerate While Fed Stays Silent
In this week’s Navellier Market Buzz, I explained the fears behind the recent layoffs, what’s causing the massive trade deficit and why gold could reach $10,000 per ounce and previewed several upcoming earnings announcements. More
