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The Quantum Computing Paradox: Brilliant Future, Complicated Present
Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.
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…
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.
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.
AI Layoffs Are Spreading Faster Than Expected
AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift – not a temporary trend.
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…
Every Crisis Has a Hidden Trade: Here’s Where the Smart Money Goes Next
When most investors hear the word “crisis,” they think about danger. But every crisis on Wall Street has another side: Opportunity.
The Hidden Opportunity Inside a $3 Trillion Credit Crunch
When most investors hear the word “crisis,” they think about danger. That’s natural. After all, the media loves to juice ratings and clicks by giving…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
3 Stocks Smart Investors Are Buying Right Now
Markets have been a rollercoaster lately, as geopolitical tensions in the Middle East continue to create uncertainty and drive sharp swings in energy prices. So,…
A $10 Trillion Shift Most Investors Will Miss
Beneath the surface of the AI boom, a series of hidden supply bottlenecks is beginning to tighten. And unlike interest rates or inflation data, which…
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…
AI Broke the Digital Economy – And Almost Nobody Has Noticed
AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.
The Iran War Revealed This New AI Truth
The AI era is moving faster than anything we’ve seen in market history. Investors who want to stay ahead of the megatrends that can create…
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…
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…
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates……
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.
Why AI Could Drive Inflation Higher
In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds…
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
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.
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
Big Tech Takes the AI Bill: What It Means for Investors
In today’s Smart Money, let’s take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and…
The New Doctrine Reshaping Global Markets
America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.
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