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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…
2026 Could Be the Breakout Year for Space Stocks
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
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…
Stuff Your Stocking With This Fintech Winner
In the spirit of the holiday season, I’d like to share a small gift with you today: a particular fintech stock I’ve been closely watching.
Why I’m Ditching AI Stocks for “AI Survivors”
In today’s Smart Money, I’ll explain why investors should start moving away from popular tech stocks and toward underrated non-tech stocks set to thrive as…
AI Is Fueling a Mega Melt-Up – Here’s How to Stay Safe
Today, AI has taken center stage – and risk is being rationalized away in real time. The opportunity is real. So is the danger.
The Pentagon Makes Another Move in the Market – Are You Paying Attention Yet?
In 1948, the two-month-old nation of South Korea was facing a serious threat, not only from North Korea but also from Russia and China. Instead,…
The Inconvenient Truth About the AI Boom
A quarter-century after the dot-com bust, the market is again dangerously concentrated in a handful of AI stocks. TradeSmith CEO Keith Kaplan reveals a new…
The Harsh Reality Behind the AI Boom… And How to Prepare
In today’s Digest takeover, Keith Kaplan draws a powerful parallel between the dot-com era and today’s AI-driven market.
Fed Update Clears the Runway for a Year-End Rally
The Fed update just set the stage for a Santa Rally: how interest rates, dot-plot signals, and AI growth are aligning for year-end gains.
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