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Crafting Your Best 2026 Portfolio
We begin each new year with a version of today’s Digest because it’s far more important than any single piece of analysis. None of us…
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…
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…
10 Stocks to Sell Before the New Year
In today’s Market 360, I want to share 10 stocks you should consider selling before we open the books on 2026.
Best of 2025: The Rise of the “New Market Aristocrats”… and How to Join Them
Thanks to AI, the financial chasm between folks is expanding by the day and creating a growing roster of new market aristocrats, along with extreme…
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…
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.
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…
Be Prepared for When Spain Is Spared
While Spain is in crisis, a number of quality stocks are begging to be bought at bargain valuations. And once the ECB or others step…
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…
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…
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.
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.
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…
French Government Collapses, French Stocks Rally. What Gives?
French stocks have been quietly rallying throughout August, even as the French government collapses. What’s next for the EWQ?
France Needs Hollande to Keep His Word on Economic ‘Offensive’
As France enters a triple-dip recession and the German economic engine stalls, is there any hope left for the eurozone?
Resist Squeeze-Play Temptations With QuantumScape Stock
QS stock popped recently, but always remember that volatile assets are prone to head-fakes and caution could save you from financial loss.
How to Cope If the Bear Bites Santa
Holiday retail sales might be just the thing to save the “Santa Rally” — or they might not. Either way, there’s an ETF for any…
Ranch Dressing Pop-Tarts?? Thankfully, No
Ranch dressing Pop Tarts may sound gross to some of you, but there was a rumor going around that Kellogg actually released such a product.
Hyped Up About Lucid Stock Right Now? Don’t Be.
Lucid Group’s partnership with a high-end British automaker isn’t as value-added as some LCID stock investors probably think it is.
MCOM Stock Alert: Micromobility.com Is Making a BIG Bet on Hydrogen
MCOM is a penny stock that hopes linking with a French penny stock will bring capital to build a hydrogen car.
SOFI Stock: SoFi Just Raised Its Profit Guidance Again. What’s Going On?
SoFi has hopes of becoming a giant financial supermarket for millennials, but investors seem tired of waiting.
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