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240 results for iran
Are Small Caps Ready to Run?
If you follow me at all, then you know that I’ve always described small caps as bunnies. They sit for a bit, not doing much,…
Markets Are Rallying – Are They Ignoring a Major Risk?
Are markets misreading the Iran news?… the households that can’t absorb $100 oil… private credit stress spreads beyond software… and what to do now
Why We’re Ignoring Oil Prices and Buying Energy Stocks Instead
We can’t predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don’t seem…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
The Market Has Already Changed … but Most Investors Haven’t
When Amazon went public, those who understood what was coming and moved early built a fortune. Everyone who waited for confirmation might still have made…
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.
How to Trade a Volatile Stock Market Without Guessing Direction
Volatile markets create opportunity. Learn how to trade stock market volatility with options, cash, and rotation strategies.
The Market Is Distracted. You Shouldn’t Be.
I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks – no…
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline — June 30 — could force long-hidden problems into the open. That’s when certain…
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
Stock Market Outlook: Why This Pullback May Already Be Over
A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
3 Stocks Smart Investors Are Buying Right Now
Markets have been a rollercoaster lately, as geopolitical tensions in the Middle East continue to create uncertainty and drive sharp swings in energy prices. So,…
Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
The $3 Trillion Market More Investors Are Starting to Worry About
In today’s Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market – often referred to as the “shadow banking…
The New Doctrine Reshaping Global Markets
America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.
The Oil Trade Everyone’s Getting Wrong
With all the headlines focused on energy lately, you’re probably wondering what the best way is to play the oil trade right now. Today, I…
The Iran War Revealed This New AI Truth
The AI era is moving faster than anything we’ve seen in market history. Investors who want to stay ahead of the megatrends that can create…
While You’re Watching Oil, This Opportunity Is Slipping By
Oil ETFs often fail to track oil prices. Here’s why chasing oil can backfire – and smarter ways investors can approach the energy market.
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
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