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Venezuela, Uncertainty, Shifting Markets and How to Respond
In today’s Market 360, I want to walk through what actually happened in Venezuela, why it happened and what the market’s reaction really signals. Because…
AI’s Flaw That Could Sink the Hyperscalers
In today’s final pick from our retrospective, we revisit a late-November Digest that explored a fundamental tension inside the AI boom…
Trump Soothes the Bull
This October Digest was a natural follow-up to the Crazy Map we shared yesterday – shifting from big-picture late-cycle dynamics to the practical question every…
America Is Sleepwalking Into an AI Labor Collapse
In today’s issue, my colleague Luke Lango lays out a case for why AI isn’t just transforming technology or markets; it’s reshaping the labor economy…
America’s AI Overhaul Has Begun — and Workers Aren’t Prepared
In today’s Sunday Digest takeover, our technology expert Luke Lango lays out a case for why AI isn’t just transforming technology or markets — it’s…
The 3 Resolutions to Make Now for a Wealthy 2026
It’s a new year, which means we’ll be encountering new opportunities, and threats, in the market. And in order to be more successful this year,…
My 5 Big Stock Predictions for 2026
My big stock predictions include the S&P 500 rallying 20%+ in 2026 on AI-driven earnings, easier liquidity, and powerful narratives — but expect violent volatility,…
How to Survive the AI Labor Crash That’s Already Accelerating
The best investment opportunities often come out of big changes – especially when most people aren’t paying attention yet.
Best of 2025: Ask These Two Questions to Find the Next World-Dominating Companies
Our “Best of 2025” article today brings us all the way back to January, when we discussed my tips for discovering valuable investment opportunities in…
Your Late-Inning Bull Market Gameplan
Today we revisit a September 2025 Digest that helped frame how to think about “late-inning” markets – not by predicting tops, but by identifying the…
A Major Shakeup in the Fintech Space
Today’s Digest, from June 2025, arrived as two big themes were beginning to assert themselves – moves by major retailers into stablecoins, and the early…
5 Major Economic Predictions for 2026
5 economic predictions for 2026: AI drives GDP growth but pushes unemployment to 6%. The two-speed economy explained.
The Quiet Power Play Wall Street Is Missing in the AI Boom
Everyone’s fixated on AI chips. On trillion-dollar valuations. On whether Nvidia (NVDA) can keep defying gravity. But while the crowd debates multiples and margins, something…
The One Trading Habit That Matters Most in a New Year
Any trader can catch a lucky break, but long-term survival depends on process, conviction, and discipline…
Process, Conviction, Discipline: The Framework That Wins
I didn’t know it then, but the first steps I took onto the floor of Chicago Mercantile Exchange at 22 years old shaped everything that…
A Backup Plan for 2026
The market may be showing signs of strength but it’s important to stay alert. That’s because even a strong market can change quickly. And you…
Tech Predictions 2026: The Year Software Crawls Into Physical Reality
Five tech predictions for 2026: robots clock in, robotaxis scale, AI leaves the screen, chips break monopolies, and nuclear hits milestones.
How AI Could Lead to the “Death of the Spirit”
In the days ahead, we’ll revisit several Digests from 2025 (and one from last year) that helped frame important questions, spotlighted emerging risks and opportunities,…
Best of 2025: The Rise of the “New Market Aristocrats”… and How to Join Them
Thanks to AI, the financial chasm between folks is expanding by the day and creating a growing roster of new market aristocrats, along with extreme…
This Week’s Economic Data – and What’s Quietly Reshaping the Market in 2026
In today’s Market 360, I’ll dig into the latest numbers and break down what they’re really telling us. I’ll explain what the Fed now has…
The 2026 Bear Market Nobody Sees Coming (Except This Wall Street Veteran)
The same forces triggered the 1929 crash, dot-com bust, and today’s AI bubble. Here’s how to identify them and safeguard your portfolio now.
Is “Feeling Rich” Propping Up the Economy?
This piece from November examines the wealth-effect dynamic at the heart of today’s K-shaped economy and asks: Have asset prices begun playing a larger role…
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