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The Quiet Power Play Wall Street Is Missing in the AI Boom
Everyone’s fixated on AI chips. On trillion-dollar valuations. On whether Nvidia (NVDA) can keep defying gravity. But while the crowd debates multiples and margins, something…
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…
My 5 Big Stock Predictions for 2026
My big stock predictions include the S&P 500 rallying 20%+ in 2026 on AI-driven earnings, easier liquidity, and powerful narratives — but expect violent volatility,…
Why Your Portfolio Is Failing: The Hyperscale Secret Behind the Biggest Stock Winners
Why companies that ‘make nothing’ are worth everything. Discover the 7 AI hyperscale stocks that could deliver 20-50X returns by 2030.
My Five Predictions for 2026
As we turn the page to a new year, this is a good moment to step back, assess what 2025 revealed and think carefully about…
A Backup Plan for 2026
The market may be showing signs of strength but it’s important to stay alert. That’s because even a strong market can change quickly. And you…
2026 Could Be the Breakout Year for Space Stocks
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
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…
Process, Conviction, Discipline: The Framework That Wins
I didn’t know it then, but the first steps I took onto the floor of Chicago Mercantile Exchange at 22 years old shaped everything that…
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…
5 Major Economic Predictions for 2026
5 economic predictions for 2026: AI drives GDP growth but pushes unemployment to 6%. The two-speed economy explained.
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.
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.
How Many Days Rich Are You?
While we are closed, I want to share a favorite essay from Senior Investing Analyst Brian Hunt. It offers an unconventional perspective on wealth, getting…
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…
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.…
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…
Why I’m Ditching AI Stocks for “AI Survivors”
In today’s Smart Money, I’ll explain why investors should start moving away from popular tech stocks and toward underrated non-tech stocks set to thrive as…
How Smart Investors Separate Fads From Fortunes
As we look to 2026, let’s not just chase what was hot. Let’s focus on what ideas are built to last and which new ones…
What a Gatsby Party at Mar-a-Lago Taught Me About Today’s Economy
There is a line from The Great Gatsby that has always stayed with me: Can’t repeat the past?…Why of course you can!
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 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…
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