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AI Job Loss Is Accelerating – and Washington Won’t Stop It
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
The Devon-Coterra Merger: 7 Key Questions Answered
Devon Energy’s merger with Coterra creates a $58 billion energy giant with a 31% dividend increase. Learn what the all-stock deal means for DVN investors,…
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
The Quiet Bull Case Building Beneath the Headlines
In today’s issue, Louis Navellier argues that while headlines continue to fixate on risks, several important things are going right in the market. More importantly,…
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…
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.
How to Avoid Making This Common Investing Mistake
You want to pivot away from companies like Nvidia, where margins are regressing, the costs of maintaining leadership are skyrocketing, and where the returns on…
The Race for AI Supremacy Just Entered a New Phase
Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over…
Kevin Warsh, the End of QE, and the Great AI Divide
A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers.
Big Tech’s Earnings Are Exposing the True Cost of AI
In today’s Market 360, I’ll review four of the seven Magnificent Seven earnings that reported: Microsoft, Meta Platforms, Inc. (META), Tesla, Inc. (TSLA) and Apple…
$1 Trillion Just Vanished, and This Is Where That Money Is Going Next
Today, I’m handing the Digest over to legendary quant investor Louis Navellier, where he’ll break down why recent weakness in well-known tech names may actually…
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…
Stop Looking for Peak AI
By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we…
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…
The U.S. Is Mobilizing for AI Dominance
I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…
Beware These Beloved Stocks
What studies show about returns after hitting “Top Dog” status… why the Mag 7 stocks are effectively, Top Dogs… where Eric Fry is looking for…
The AI Shakeout Has Started – Are You in the Right Stocks?
In today’s Market 360, I want to walk through what’s really going on beneath the surface… what could go wrong during this transition…
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…
Rare Earth Stocks: 7 Critical Questions About Project Vault and the Mining Boom
President Trump’s $12 billion Project Vault sent rare earth stocks soaring. Which mining companies could benefit? Get answers to 7 critical investor questions.
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