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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…
Will the Worst-Case Scenario Unfold Tonight?
U.S. strikes military targets on Iran’s key oil island… Trump warns “a whole civilization will die tonight”… Luke Lango’s framework for what comes next… and…
Quant Ratings Updated on 112 Stocks
Today, I want to briefly discuss the current situation between the U.S. and Iran. Then I’ll tell you about the bigger shift I think will…
Copper Demand Isn’t Slowing – It’s Accelerating
The short-term story for copper is simple; demand is growing faster than expected, supply is growing slower than expected, and the market is already slipping…
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
Markets Are Rallying – Are They Ignoring a Major Risk?
Are markets misreading the Iran news?… the households that can’t absorb $100 oil… private credit stress spreads beyond software… and what to do now
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.
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…
The Market Is Distracted. You Shouldn’t Be.
I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks – no…
The Oil Trade Everyone’s Getting Wrong
With all the headlines focused on energy lately, you’re probably wondering what the best way is to play the oil trade right now. Today, I…
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.
Stock Market Outlook: Why This Pullback May Already Be Over
A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.
The Real Issues of This Election
My question to you is this: How will you prepare for what every financial conservative believes is a nightmare? Do you have a plan? Are…
While You’re Watching Oil, This Opportunity Is Slipping By
Oil ETFs often fail to track oil prices. Here’s why chasing oil can backfire – and smarter ways investors can approach the energy market.
The Iran Conflict Is Reshaping Every Market Right Now
Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still…
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
Syria Is Not the Real Issue for the Market
While the media is buzzing about how the crisis in Syria knocked stock prices down early this week, the real issue has to do with…
The Next Three Weeks Could Determine Your Investing Year
What happens now that we’ve lost the 200-day moving average… will we have an off ramp in the Middle East… how to invest despite volatility……
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
3 Issues Hurting the Housing Sector
A decline in the housing sector isn’t necessarily an economy-killer, but it would certainly point towards some rocky expectations for 2015, which is why it’s…
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