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Strong Jobs Numbers Veil a Bigger Threat
The economy adds 130,000 jobs… but last year was much weaker than expected… a mixed picture from the consumer… a big picture issue to keep…
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
America’s New Industrial Push Has a Timeline — and It’s Short
In this issue, my colleague Luke Lango will explain why 2026 may not be “business as usual” like we’re used to… and more about a…
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here’s how the Great Decoupling is shifting wealth to energy and compute.
Why Yesterday’s Winning Strategy Stops Working
In his piece today, Marc Chaikin shares the story of Barneys New York – a once-iconic retail powerhouse that looked untouchable… until the world changed…
What a ‘Winning’ Strategy Without Risk Management Looks Like
Today’s essay comes from Wall Street veteran Marc Chaikin, whose five decades in the markets have taught him one central truth: Success isn’t just about…
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
When a technology quietly becomes essential infrastructure, it reshapes entire industries – and the biggest investment opportunities often form before most investors realize what’s happening.
Why a 1983 Modem Holds a Lesson for 2026 Investors
In today’s guest essay, Marc Chaikin revisits a little-known chapter from the early days of electronic commerce — a time when the technology looked slow,…
The 25-Year-Old Who Beat Wall Street
Wall Street wants you to believe experience wins. That billion-dollar hedge funds always outmaneuver individuals. That, unless you sit on a Manhattan trading desk, you…
The Dangerous Side of Being Right
In this piece, Marc revisits one of the most spectacular hedge-fund blowups in modern market history. The lesson is that intelligence alone doesn’t protect you…
There Is No Alternative: Why Gold Could Hit $10,000 by 2030
Let’s break down those alternatives and discuss why they’re not viable right now. Then, I’ll tell you how to pair gold stocks with the next…
It’s Over for Bitcoin…for Now
Luke Lango says Bitcoin has hit its Fourth Bust… a “growing consensus” about the government and your wallet… Eric Fry’s pick crushes Nvidia… where to…
Here Is Where Gold Goes Next
What history suggests is next for gold… horrific forecasts of government fiscal excess… a moonshot trade idea from Jonathan Rose… Marc Chaikin’s warning to investors…
Here’s What Happens When Washington Decides It Can’t Lose
For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it.
The Great Tech Dislocation – and What Happens Next
In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about…
The One Tool That Could Save Your Portfolio
Markets don’t always crash in obvious fashion. Too often, those downturns take us by surprise. Today, you’ll get Marc Chaikin’s thoughts about how to navigate…
Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting
In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some…
Don’t Wait for the Smoke to See the Fire
You need to make sure you have an emergency beacon for the market…
You Need an ‘Emergency Beacon’
Wildfires start with a spark; and market selloffs do, too. Is your stock portfolio prepared? Learn how to protect what you’ve built.
Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
The Danger Lurking Behind a Strong GDP Number
Louis projects 6% growth while hiring stays flat… here’s the dynamic behind it… new data on the K-shaped economy… how Luke Lango is positioning for…
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