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240 results for cmo
AI’s Flaw That Could Sink the Hyperscalers
In today’s final pick from our retrospective, we revisit a late-November Digest that explored a fundamental tension inside the AI boom…
A Major Shakeup in the Fintech Space
Today’s Digest, from June 2025, arrived as two big themes were beginning to assert themselves – moves by major retailers into stablecoins, and the early…
What the Dot-Com Bust Teaches About Today’s AI Vendor Financing
AI financing mirrors the dot-com era’s vendor loops – but deeper pockets and real demand make this cycle more durable, at least for now.
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.…
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.
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…
The Fed Says One Rate Cut – Markets Are Betting on Two
The latest “dot plot” showed Fed members expect only one more rate cut in 2026. However, the futures market believes that two rate cuts are…
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.
The AI Selloff Is Starting – Where to Move Your Money Now
Over the past several days, major AI stocks, like the Bob Dylan song of the same title, appear to be knockin’ on heaven’s door. While…
The Warning Signs in This Week’s AI Selloff
In today’s Digest takeover, Eric Fry explains why this week’s AI selloff may be just the start. Concerns around sky-high valuations, data-center financing, and profitability…
The Next AI Moonshot Is Already Here
In today’s Market 360, we’ll explore why tech leaders are suddenly aiming for space, why a potential SpaceX IPO could tempt investors and how to…
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…
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,…
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…
This Trusted Economist Just Issued a Warning for the Magnificent Seven
Today, Louis Navellier is joining us to discuss the latest forecast from Yardeni – and what it means for our American Dream 2.0 prediction.
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 –…
Wall Street Is Finally Catching Up to My Warning
Following one of my forecast’s success, I’d like to take a look at how some of my other predictions held up, especially as certain trends…
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.
Buy CMO, Avoid the mREIT Trap
Fixed-rate mortgage REITs could be in trouble if the economy picks up, but adjustable-rate mREIT CMO can capitalize on higher interest rates.
Forget Space-Age AI — The Real Fortune Is Being Dug Out of the Earth
While the data revolution will always have its dreamers, the owners of this transition — the ones supplying the must-have materials and infrastructure — are…
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