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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.
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…
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 Next AI Moonshot Is Already Here
In today’s Market 360, we’ll explore why tech leaders are suddenly aiming for space, why a potential SpaceX IPO could tempt investors and how to…
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…
How Many Days Rich Are You?
While we are closed, I want to share a favorite essay from Senior Investing Analyst Brian Hunt. It offers an unconventional perspective on wealth, getting…
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…
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…
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.
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.
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,…
The Case for Panicking Early: Lessons from the Internet Bust
Today’s AI boom is checking nearly every one of the boxes that indicated a bubble back in 1999. So, I’ll detail the five warning signs that…
Can Tariffs Replace the Federal Income Tax? Here’s the Brutal Math
The White House wants tariffs to replace federal income tax – but the numbers don’t add up. Even maxed-out tariffs fall far short.
Welcome to the President’s Market
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
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…
Will 2026 Be the Year of the Bear?
When COVID-19 hit in 2020, lives everywhere began to change. We all had to shelter in place, and small businesses had to close their doors.…
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.
Two Strong Setups for the Coming Rally
This piece, from March 2025, came during a moment of market wobble – and it offered a calm, statistical reset on how normal such pullbacks…
Quant Ratings Updated on 110 Stocks
To help you end the year on a high note, I recommend adding fundamentally superior stocks backed by strong institutional buying pressure to your portfolio…
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…
Is 2026 a “Tipping Point” for the AI Revolution?
Longtime readers know that I’m bullish about the AI Revolution. In fact, I expect 2026 to rival some of the best years of my career.…
While Wall Street Panics About AI, Micron Just Brought Receipts
Micron’s Q1 earnings say, ‘what bubble?’ The memory giant’s record results reveal surging HBM demand and validate the AI infrastructure boom.
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