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What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
How to Trade a Volatile Stock Market Without Guessing Direction
Volatile markets create opportunity. Learn how to trade stock market volatility with options, cash, and rotation strategies.
Do You Own One of These “Zombie” Companies?
Zombie-themed movies and TV shows are very popular, so you probably know the pattern. Many things look normal. People go to work. Stores are open.…
Oil’s Plunge Sends a Market Signal
Is the war in Iran nearing its end?… tracking the volatility in oil… what happens if oil prices remain near $100… how will all this…
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
What Anthropic’s Latest Model Signals for Investors
In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…
How to Approach the Market During the “Fog of War”
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchman’s Pulitzer Prize-winning book, “The Guns of…
The Hidden Commodity Winner of the Oil Crisis
Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is…
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……
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline — June 30 — could force long-hidden problems into the open. That’s when certain…
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.
Why the Private Credit Squeeze Could Create “Zombie” Companies
In today’s Friday Digest takeover, Louis explains how years of easy money may have kept a growing number of companies alive – not because they’re…
Before AI Takes Over the C-Suite, Follow the Money Behind It
In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…
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…
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…
The Private Credit Time Bomb Is Ticking
Private credit risk is rising fast. Here’s why the $3 trillion ‘shadow’ banking market could threaten stocks – and how to prepare.
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…
The New Weapon Changing Warfare (and Markets)
In today’s Market 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you…
The $3 Trillion Market More Investors Are Starting to Worry About
In today’s Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market – often referred to as the “shadow banking…
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…
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…
3 Stocks Smart Investors Are Buying Right Now
Markets have been a rollercoaster lately, as geopolitical tensions in the Middle East continue to create uncertainty and drive sharp swings in energy prices. So,…
Stock Market Outlook: Why This Pullback May Already Be Over
A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.
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