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CHAOS Economics Is No Longer a Theory

AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.

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.

The $3 Trillion Time Bomb Is Ticking Beneath the Market

My colleague Louis Navellier has flagged a potential “black swan.” It’s the private credit market — a $3 trillion corner of finance where problems can…

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…

2 Companies Tackling the AI Bottlenecks 

To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…

The AI Boom Just Hit Its Next Bottleneck

Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…

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 AI Memory Crunch Has Begun

In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…

Profit From What AI Can’t Get Enough Of

My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking…

Iran Crisis Shakes Markets: 3 Top Stock Picks Right Now w/ Special Guest Jason Bodner

In this week’s Market Buzz episode, my friend and MoneyFlows co-founder Jason Bodner joins us to talk about the ongoing Iran conflict, how past geopolitical…

No Memory, No AI – How to Play the Shortage

Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…

The Hidden Consensus Forming on Wall Street – and How to Get In

I thought I was one of only a few contrarian voices speaking about AI’s emerging bottlenecks. But I’m actually joined by a growing chorus of…

Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere

There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…

U.S. Strike on Iran: What Operation Epic Fury Means for Markets

Operation Epic Fury reshapes Iran’s regime. We break down oil risks, market reaction, and the AI defense surge.

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.

2 Stocks to Buy to “Future-Proof” Your Portfolio

At its core, the former gatekeepers of AI technologies are quickly seeing their dominance vanish… some from supply chains catching up, and others due to…

Everyone’s Watching the Wrong Part of AI 

In today’s Smart Money, let’s walk you through some emerging bottlenecks in AI, and I’ll show you why they could determine which companies win the next phase of the AI boom. 

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…

AI’s ‘Wallpaper’ Phase Is Here — Tech’s Next 3 Winning Stocks Revealed

Before Nvidia, There Was This Bottleneck

Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.

Is U.S. Diplomacy Dead? The New Era of American Power In 2026

America’s Venezuela raid may mark the end of U.S. diplomacy as we knew it – and a new market regime as a result.

The Iran Conflict Is Reshaping Every Market Right Now

Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still…

JPMorgan’s Quiet Warning About AI

JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why caution is the right response……

Oil’s Plunge Sends a Market Signal

Is the war in Iran nearing its end?… tracking the volatility in oil… what happens if oil prices remain near $100… how will all this…

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