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240 results for LONG
The Cracks in the $3 Trillion “Shadow” Banking System Are Getting Harder to Ignore
In today’s Market 360, I’m going to explain what’s going on in this $3 trillion “shadow” banking sector – and why you should care. And…
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
The $3 Trillion Time Bomb Is Ticking Beneath the Market
My colleague Louis Navellier has flagged a potential “black swan.” It’s the private credit market — a $3 trillion corner of finance where problems can…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
AI’s Real “Demon” Has Nothing to Do With Robots
Musk’s warning revisited… the Prisoner’s Dilemma hiding everywhere you look … why the usual reassurances don’t apply this time… and where the smart money actually…
The Oil Trade Everyone’s Getting Wrong
With all the headlines focused on energy lately, you’re probably wondering what the best way is to play the oil trade right now. Today, I…
What Kind of Easter Egg Hunt Are You In?
In today’s guest essay, Brian shares one of his favorite investing lessons, starting with a story you probably know well: the time Blockbuster passed on…
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
The Market Is Distracted. You Shouldn’t Be.
I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks – no…
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
While You’re Watching Oil, This Opportunity Is Slipping By
Oil ETFs often fail to track oil prices. Here’s why chasing oil can backfire – and smarter ways investors can approach the energy market.
AI’s Next Bottleneck Is Driving These Stocks Higher
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…
The Next Three Weeks Could Determine Your Investing Year
What happens now that we’ve lost the 200-day moving average… will we have an off ramp in the Middle East… how to invest despite volatility……
AI Broke the Digital Economy – And Almost Nobody Has Noticed
AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.
AI Isn’t Peaking – It’s Entering Its Most Profitable Phase
Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague Louis…
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
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…
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…
Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market
As Wall Street turns volatile and selective in 2026, AI infrastructure stocks may offer the clearest edge. Here’s why chips, networking, and data-center plays could…
Why “Just Hold” Doesn’t Feel Safe Anymore
For many years, investors were told to buy strong companies and hold them for the long run. In my experience, that approach can still work.…
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of…
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