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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…
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.
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 Crazy Map Update: Getting Hotter
Checking in on our late-stage bull market scorecard… new IPO madness… margin debt hits record highs… the single-stock ETF explosion… why we’re still dancing (but…
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI…
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 the Companies Using AI Will Beat the Ones Building It
In this Smart Money, I’ll share two real-world examples where applying a breakthrough proved more profitable than inventing it – illustrating why AI Applier companies…
Why the Mag 7 Lost $950B in One Week
Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat…
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…
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.
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological…
$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…
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…
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…
This “X-Ray View” Shows When Stocks Tend to Rise and Fall
Keith Kaplan explains how stocks, like nature, are full of recurring cycles and rhythms – patterns that are nearly impossible to spot with the naked…
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…
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…
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
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.
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…
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