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What the PCE Is Really Telling Investors Today

The ceasefire is fragile – but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…

This $1.8 Trillion Risk Could Hit Your Portfolio

For nearly a thousand years, the Theodosian Walls of Constantinople (modern-day Istanbul) stood as one of the most formidable defenses ever constructed. That’s exactly the…

The 60/40 Portfolio Was Built for a World That No Longer Exists

Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.

What You’re Not Being Told About the AI Economy

A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.

Why the Best Opportunities Are Off the Beaten Path

In today’s issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have,…

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.

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,…

The Bigger Story Behind March’s Market Selloff

In today’s Market 360, I want to show you why the market’s recent March Madness may prove temporary, why investors are already starting to look…

Target Upgraded, Robinhood Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…

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.

Is the Bull Market Rally Back On?

The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…

Why the Private Credit Squeeze Could Create “Zombie” Companies

In today’s Friday Digest takeover, Louis explains how years of easy money may have kept a growing number of companies alive – not because they’re…

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……

What Anthropic’s Latest Model Signals for Investors

In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…

The Hidden Commodity Winner of the Oil Crisis

Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is…

Will the Worst-Case Scenario Unfold Tonight?

U.S. strikes military targets on Iran’s key oil island… Trump warns “a whole civilization will die tonight”… Luke Lango’s framework for what comes next… and…

Three Stocks to Buy as Investors Flee This $3 Trillion “Shadow” Market

Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.

Why the Latest Inflation Numbers Look Hideous – And May Get Worse…

In today’s Market 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…

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.

$1 Trillion In AI Demand, and the Market Is Looking the Other Way

AI stocks are falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.

Is the Next AI Gold Rush Happening Beneath the Ocean?

A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.

Trump’s Iran Update Spikes Volatility. Now What?

Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobs… how to invest ahead of…

AI Is Running Out of Memory

AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…

The VCX Frenzy Is a Warning for AI IPO Investors

AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.

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