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Warsh Changed the Fed’s Flight Plan. Here’s Why We Shouldn’t Panic…
In today’s Market 360, I’ll explain why Wall Street panicked over Warsh’s first Fed meeting… why I believe that panic is misplaced… and why the…
My No. 1 Summer Stock to Buy
To help investors minimize these summer risks, Keith Kaplan and his TradeSmith team have created a quantitative Seasonality tool that precisely identifies the best days…
“Don’t Fight the Fed.” But What If You Can’t Find It?
The biggest issue at tomorrow’s FOMC meeting… the Wall Street skill that may be about to depreciate … what Bernanke built and Warsh wants to…
Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade
AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.
Is AI Cracking – or About to Break Out?
As I write on Monday morning, AI stocks are jumping, a welcome change from last week’s selling pressure. Still, AI has felt different recently.
Inflation Fears Are Rising. Do You Own the Right Stocks?
Will higher energy prices force the Federal Reserve to raise rates? That fear picked up after the latest inflation reports showed that the conflict in…
The One Word That Predicts Which Companies Win
When analyzing new investment opportunities or evaluating existing positions in your portfolio, ask yourself these two questions…
He Quietly Sold Nvidia. Now We Know Why
The “Fab 10” reshapes the AI trade… a connected billionaire’s quiet exit… why oil isn’t done yet… this bull market is broader than you think……
Bitcoin Miners Are Now in the AI Business. Here Are Three Worth Watching.
Bitcoin miners are suddenly being thrust into the spotlight as the AI infrastructure boom takes off. And I’ve found a basket of names to capitalize…
Bitcoin Is Down. Miners Are Up. That’s the Signal.
Bitcoin is down, but miners are up. The reason may be AI data-center demand, power access, and long-term hosting contracts.
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That’s a permanent floor under sovereign AI infrastructure spending.
Don’t Chase Bitcoin – Own the Companies Powering AI
Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose. Today, he explains…
The Fed’s Excuse Just Disappeared
May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an…
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom’s $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks…
How to Buy This AI Selloff Without Catching a Falling Knife
From optical components to nuclear power to space solar, Luke Lango applies the jade trader’s test-hole method to five reader-requested AI stocks.
Don’t Let This Pullback Shake You Out of Great Stocks
Last week, the S&P 500’s nine-week winning streak came to an end as all three major indexes pulled back. What’s more, concerns are rising that…
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against…
Why This AI Drawdown Shouldn’t Rattle You
Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears… how one trading system created 920% gains
The $3 Trillion IPO Trap
Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…
What to Look For Before the SpaceX IPO
The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything
These Breakouts Are Coming
Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO…
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
SpaceX’s $60 billion bet just confirmed the agentic inference supercycle – and pointed directly at the physical bottlenecks that capture it.
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
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