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The Warning Signs in This Week’s AI Selloff
In today’s Digest takeover, Eric Fry explains why this week’s AI selloff may be just the start. Concerns around sky-high valuations, data-center financing, and profitability…
The Natural Gas Reckoning Is Overdue – Prepare Now
In today’s Smart Money, let’s discuss a couple of new kids on the block muscling their way into the natural gas market and the natural…
AI’s Achilles’ Heel Just Became a $50 Billion Opportunity
AI data centers are driving a power crisis – and creating a $50-billion opportunity in energy storage, fuel cells, and batteries.
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.
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.…
3 Top Stocks to Buy for 2026
Valuations among the top AI companies are reaching eye-watering levels. Even if they do keep going up, it will be a rally made on borrowed…
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.
Wall Street Is Finally Catching Up to My Warning
Following one of my forecast’s success, I’d like to take a look at how some of my other predictions held up, especially as certain trends…
Robotics Is About to Become America’s Most Important Industry
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.
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.
Two Stocks for a Bullish 2026
There’s no reason to believe next year will be bearish. Today, I’ll show you why our group of expert stock analysts is still bullish, and…
What “American Dream 2.0” Really Means (and Who Stands to Benefit)
Let’s be honest – the American Dream as we knew it is under serious pressure. Today, Luke Lango explains what’s really happening behind the scenes…
Manufacturing Is Going “Dark” – Here’s the Trade to Make Now
Last month’s hiring was particularly weak in manufacturing, with a loss of 18,000 jobs. So, in today’s Smart Money, let’s take a closer look at…
How the U.S. Government Is Creating the Next AI Stock Boom
Government-backed AI supply chain stocks are surging, and Washington’s new Manhattan Project could create the next 10X winners.
When Washington Says “Critical,” Stocks Erupt — Here’s Who’s Next
In the AI boom, the real fortunes aren’t being made in Big Tech. They’re coming from little-known companies deep in the supply chain – AI’s…
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…
Your Weekend Shortcut: One Stock to Buy, One to Sell Immediately
In his presentation, Eric Fry makes recommendations on what areas are going to be great buys and what should be sold immediately. Today, I’d like to…
The Moment the Government Became America’s Top Tech Investor
Every so often, there’s a shift in the markets that happens quietly – and only becomes obvious in hindsight. By then, most investors have missed…
The Middle Class Is Being Automated Out — This Is How Some People Will Still Get Rich
For this Smart Money, I asked Luke to break down why January 2 could be a turning point for investors who position themselves early. His…
Forget Silicon Valley — the Next Tech Fortunes Start in D.C.
In today’s issue, my colleague Luke Lango is taking you inside one of the most important — and least understood — shifts happening in the…
A Black Friday Bargain Hiding in Plain Sight
In the spirit of Black Friday coming up, I’d like to share a relatively cheap and underappreciated AI play that I’ve been watching throughout 2025.
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