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The AI Industry Has Split Into Supergroups. Investors Need to Adapt.
AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
Venezuela, Oil, and the End of Market Neutrality
Venezuela was never about politics. Maduro’s removal is an oil play – and the markets are about to feel it.
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
Why Washington Is Quietly Creating the Biggest Stock Winner of 2026
In this issue, Luke Lango will show you why the next shock is forming right now… Why it centers on nuclear power… And why a…
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
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…
Best of 2025: How to “Buy Amazon Like It’s 2005″… Right Now
Our “Best of 2025” article today brings us back to July, where we discussed how investors can best prepare themselves in an uncertain and growingly…
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…
How to Build a Crisis-Proof, Inflation-Proof Portfolio
A step-by-step plan that will grow your wealth during good times… and protect it during bad times.
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.
What Kind of Easter Egg Hunt Are You In?
Successful investing and trading is all about tilting the odds in your favor. The more you can get this advantage, the more successful you will…
The Greenland Gambit: Trading the World’s Most Dangerous Real Estate Deal
Trump’s Greenland acquisition is all about rare earths, uranium, and AI. Here are the 11 stocks that explode when the U.S. secures the deal.
The Genesis Mission Has a 270-Day Timeline – And You’re Already Late
The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.
Inside the Fragile Foundation of the AI Market
TradeSmith CEO Keith Kaplan is joining us today to dig into the uncomfortable truth behind the AI surge – and what it means for investors…
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 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.
The Silicon Valley Supercycle
When it comes to wealth and investing, your portfolio needs to be built on a solid, sturdy foundation. In this special report, I will share…
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.
How Smart Investors Separate Fads From Fortunes
As we look to 2026, let’s not just chase what was hot. Let’s focus on what ideas are built to last and which new ones…
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 AI Investing Cheat Code Just Got Patched
The AI investing playbook is changing as hyperscalers build custom silicon. Here are 4 stocks positioned to win in 2026.
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