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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…
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological…
Strong Jobs Numbers Veil a Bigger Threat
The economy adds 130,000 jobs… but last year was much weaker than expected… a mixed picture from the consumer… a big picture issue to keep…
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here’s how the Great Decoupling is shifting wealth to energy and compute.
The Bar Is Getting Raised. Alphabet and Amazon Are Showing Us Why..
In today’s Market 360, we’ll review their earnings and talk about why expectations are higher than ever – and how investors can prepare for what…
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…
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
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…
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
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.
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here’s how to position now.
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
Japan Just Hit Record Highs. Here’s the Trade to Make.
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…
The AI Stocks to Sell Immediately… and the Ones to Buy Instead
In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…
Miss Out on Nvidia? Two More Innovative AI Chip Stocks Hiding in Plain Sight
Much like Nvidia at $72, these two AI chip stocks have incredible upside that Wall Street hasn’t fully realized yet…
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…
What’s Going Right in the Market – And Why It Matters More Than You Think
In today’s Market 360, we’ll do the harder work first – identifying what’s already going right… and understanding why that matters to your investing success…
2 Stocks to Buy for AI’s Next Stage
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
The Race for AI Supremacy Just Entered a New Phase
Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over…
The 21-Day Challenge That Could Transform Your Portfolio
Over the next 21 days, I challenge you to change your investing habit and look beyond U.S. markets.
Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is…
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