In the 1930s, the New Deal reshaped American industry by focusing on power, capital, and infrastructure. Today, the same playbook is being applied to AI stocks. More
Articles
Here’s What Happens When Washington Decides It Can’t Lose
For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it. More
Don’t Miss This 270-Day Investing Window (Wall Street Probably Will)
The American free market has officially closed for renovation. And when it reopens, it won’t look anything like the one we once knew... More
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT's $150B capex surge isn't a warning sign. It's a buy signal for AI infrastructure investors. More
Why Outstanding Results Aren’t Enough
ASML has great earnings – and investors sell… MSFT implodes after strong earnings… are we priced for perfection?... where the next wave of growth comes from… why low valuations alone won’t save you More
Uncle Sam Sends Another Small Stock Soaring – Here’s How You Could Find Their Next Target
In today’s Market 360, we’ll go over how the latest move by Washington is just another step in the race. (It was a move that sent a tiny stock skyrocketing. This isn’t the last time that will happen, so we’ll unpack that some, too.) More
How to Avoid Making This Common Investing Mistake
You want to pivot away from companies like Nvidia, where margins are regressing, the costs of maintaining leadership are skyrocketing, and where the returns on investment are unknowable. More
