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Your Late-Inning Bull Market Gameplan
Today we revisit a September 2025 Digest that helped frame how to think about “late-inning” markets – not by predicting tops, but by identifying the…
America’s AI Overhaul Has Begun — and Workers Aren’t Prepared
In today’s Sunday Digest takeover, our technology expert Luke Lango lays out a case for why AI isn’t just transforming technology or markets — it’s…
Stuff Your Stocking With This Fintech Winner
In the spirit of the holiday season, I’d like to share a small gift with you today: a particular fintech stock I’ve been closely watching.
The AI Investing Cheat Code Just Got Patched
The AI investing playbook is changing as hyperscalers build custom silicon. Here are 4 stocks positioned to win in 2026.
How AI Could Lead to the “Death of the Spirit”
In the days ahead, we’ll revisit several Digests from 2025 (and one from last year) that helped frame important questions, spotlighted emerging risks and opportunities,…
The Case for Panicking Early: Lessons from the Internet Bust
Today’s AI boom is checking nearly every one of the boxes that indicated a bubble back in 1999. So, I’ll detail the five warning signs that…
Can Tariffs Replace the Federal Income Tax? Here’s the Brutal Math
The White House wants tariffs to replace federal income tax – but the numbers don’t add up. Even maxed-out tariffs fall far short.
Welcome to the President’s Market
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
The Inconvenient Truth About the AI Boom
A quarter-century after the dot-com bust, the market is again dangerously concentrated in a handful of AI stocks. TradeSmith CEO Keith Kaplan reveals a new…
Will 2026 Be the Year of the Bear?
When COVID-19 hit in 2020, lives everywhere began to change. We all had to shelter in place, and small businesses had to close their doors.…
The 2026 Bear Market Nobody Sees Coming (Except This Wall Street Veteran)
The same forces triggered the 1929 crash, dot-com bust, and today’s AI bubble. Here’s how to identify them and safeguard your portfolio now.
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…
Quant Ratings Updated on 110 Stocks
To help you end the year on a high note, I recommend adding fundamentally superior stocks backed by strong institutional buying pressure to your portfolio…
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.
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.
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