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Inside the Fragile Foundation of the AI Market

TradeSmith CEO Keith Kaplan is joining us today to dig into the uncomfortable truth behind the AI surge – and what it means for investors…

While Wall Street Panics About AI, Micron Just Brought Receipts

Micron’s Q1 earnings say, ‘what bubble?’ The memory giant’s record results reveal surging HBM demand and validate the AI infrastructure boom.

Is 2026 a “Tipping Point” for the AI Revolution?

Longtime readers know that I’m bullish about the AI Revolution. In fact, I expect 2026 to rival some of the best years of my career.…

Why This Government-Backed Stock Could Be the Biggest Winner of 2026

Government-backed investments have triggered massive stock rallies in 2025. One nuclear energy company may be next as AI power demand surges.

Housing Affordability Has Become a Policy Emergency

A U.S. housing shortage and affordability crunch may push Washington to act. The result? A housing stock rebound with major upside.

The Harsh Reality Behind the AI Boom… And How to Prepare

In today’s Digest takeover, Keith Kaplan draws a powerful parallel between the dot-com era and today’s AI-driven market.

The Market’s Negative Risk Premium Warning

This Week’s Economic Data – and What’s Quietly Reshaping the Market in 2026

In today’s Market 360, I’ll dig into the latest numbers and break down what they’re really telling us. I’ll explain what the Fed now has…

Why January 2 Could Trigger the Largest Industrial Reversal in 40 Years

A $11.3T reshoring and automation boom is remaking America’s economy. Learn how to target key stocks at the American Dream 2.0 Summit.

AI Is Fueling a Mega Melt-Up – Here’s How to Stay Safe

Today, AI has taken center stage – and risk is being rationalized away in real time. The opportunity is real. So is the danger.

3 Overlooked Sectors to Buy in 2026 

Now, will the AI economy burst in 2026 as the dot-com bubble did in 2000? Well, no one knows that for sure. But what we…

Two Strong Setups for the Coming Rally

This piece, from March 2025, came during a moment of market wobble – and it offered a calm, statistical reset on how normal such pullbacks…

Convexity, Skew, Variance – Your Guide to Smarter Options Trading

Volatility is a constant in the stock market. And it can be the biggest impediment to success if you don’t know how to manage it.…

Two Stocks for a Bullish 2026

There’s no reason to believe next year will be bearish. Today, I’ll show you why our group of expert stock analysts is still bullish, and…

The Data Point that Saved Christmas

The Labor Market Is Not Ready for What AI Is About to Do

AI is replacing jobs, even in a strong economy. With the labor market entering a new era, learn how to protect yourself in the transition.

Robotics Is About to Become America’s Most Important Industry

As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.

AI’s Achilles’ Heel Just Became a $50 Billion Opportunity

AI data centers are driving a power crisis – and creating a $50-billion opportunity in energy storage, fuel cells, and batteries.

Unemployment Jumps to 4.6% – Will More Cuts Come?

As Big Tech Looks to the Stars, the Smart Money Looks Underground

To help set the stage, Eric put together a sharp, timely essay today. While the headlines are still obsessed with “AI in space,” he breaks…

AI’s Wildest Dreams Are in Space – but Its Richest Opportunities Aren’t

There’s no denying the excitement around AI – it’s even reaching beyond Earth, with talk of space-based data centers and orbital computing. But while Big…

Fed Update Clears the Runway for a Year-End Rally

The Fed update just set the stage for a Santa Rally: how interest rates, dot-plot signals, and AI growth are aligning for year-end gains.

AI’s Wildest Dreams Are in Space — but Its Richest Opportunities Aren’t

Google just announced plans for AI data centers in space. But while headlines like that grab attention, the real money isn’t floating in orbit –…

How to Get Rich Without Trying or Thinking Very Hard

In today’s essay, Brian Hunt describes one of the key secrets to his success. It doesn’t feature complicated math or any inside information. Instead, it’s…

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