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The Fed’s Excuse Just Disappeared
May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an…
Three Reasons Why I’m Not Chasing SpaceX… and What Investors Should Do Instead
In today’s Market 360, let’s talk about how investors should handle SpaceX now that it is public and the three reasons why I do not…
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That’s a permanent floor under sovereign AI infrastructure spending.
Four Stocks Prospering From the $700 Billion AI Spending Boom
The AI buildout is spreading beyond NVDA. Four infrastructure stocks are capturing a $700 billion wave most investors keep selling too soon.
5 More Space Stocks to Buy After the SpaceX IPO
We walk you through what the SpaceX IPO actually proved, why orbital compute may be the most valuable real estate of the next decade, and…
He Quietly Sold Nvidia. Now We Know Why
The “Fab 10” reshapes the AI trade… a connected billionaire’s quiet exit… why oil isn’t done yet… this bull market is broader than you think……
Three “Forever Stocks” for the AI Age
The one investment strategy I want to focus on in today’s Smart Money is stocks to buy and hold forever. So, here are three stocks…
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
How to Profit From Stock Market Volatility in the AI Era
I’d like to call this environment unusual – after all, there’s always volatility. But according to DataTrek, the S&P has become noticeably more volatile in…
One of the Best-Performing S&P Sectors Has an AI Story Nobody Is Telling
Fewer rigs, more oil: AI is driving that in the Permian. Oilfield services stocks are flashing bullish, and most investors aren’t watching.
Today’s Memory Selloff: Opportunity or Warning Sign?
Memory stocks get nailed… Apple forced to raise prices… the memory trade today and who’s winning it… your MU earnings checklist for tomorrow… last chance…
A Warning from the “King of Quants” – and a New AI-Powered Trading Tool
The idea behind it is simple, even if the technology under the hood isn’t. I sat down with Michael Salvatore, Editor of TradeSmith Daily, for a wide-ranging conversation about AI,…
Three Reasons Why Louis Isn’t Chasing SpaceX… and What Investors Should Do Instead
To share his perspective, I’ve invited Louis to today’s Smart Money to explain why he considers SpaceX a risky bet. He’ll go through the history…
The Trade Everyone’s Missing in the Peace Rally
Iran peace deal gooses markets… the hidden signal in gold’s surge… what broke the gold run… the structural case that hasn’t moved… and the tool…
Don’t Let This Week’s Inflation Data Scare You Out of Stocks
In today’s Market 360, we’ll break down what this week’s inflation reports tell us and what they mean for the Federal Reserve…
Three Reasons Why I’m Not Chasing SpaceX… and What to Do Instead
The FOMO on SpaceX stock is real. So was the FOMO on Facebook’s IPO — right before it dropped 50%.
The Biggest Edge I’ve Found in My 47-Year Career
First, let me take you back to the early 1970s when I had my first “eureka moment” about how machines could crack the secrets of…
Are You Making the Kodak Mistake?
Kodak invented new technology and still lost… I’ll show you where you can find tomorrow’s winners.
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
When the Market Panics, These Traders Get Rich – Here’s How…
If some random person at dinner told me he was pulling triple-digit gains from the market in days or weeks, I’d probably raise an eyebrow…
Warsh’s First Move – And the Test That’s Just Getting Started
The FOMC decision is in … what Warsh signaled … why the market’s inflation relief may be premature … the curveball every new Fed chair…
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom’s $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks…
The Pentagon Is Betting $200 Billion on These Companies
In today’s essay, I’m breaking down exactly where I see the next opportunities emerging in drone stocks – and how we’ve used one system I’ve…
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