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AI’s Real “Demon” Has Nothing to Do With Robots

Musk’s warning revisited… the Prisoner’s Dilemma hiding everywhere you look … why the usual reassurances don’t apply this time… and where the smart money actually…

IPO Day Is When Most Investors Get It Wrong

OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.

Why June 30 Could Trigger a Private Credit Reckoning

Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…

The Quantum Computing Paradox: Brilliant Future, Complicated Present

Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.

Are Small Caps Ready to Run?

If you follow me at all, then you know that I’ve always described small caps as bunnies. They sit for a bit, not doing much,…

The 60/40 Portfolio Was Built for a World That No Longer Exists

Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.

2 Stocks to Buy and 2 to Sell, According to Insiders 

Today, I’d like to offer you several buy and sell recommendations from my own favored signal: those from insider transactions. 

Trillion-Dollar IPOs Are Coming – But the Rules Just Changed

Nasdaq’s fast entry rule could trigger billions in forced buying after IPOs, reshaping how AI stocks surge post-listing.

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……

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…

Why ‘Perfect’ Companies Underperform

AI investing strategy: Use the BlackBerry Test to spot obsolete stocks early and position for the next wave of AI disruption.

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…

What TurboQuant Actually Means for AI Memory Stocks

AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.

The New Weapon Changing Warfare (and Markets)

In today’s Market 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you…

Is the Next AI Gold Rush Happening Beneath the Ocean?

A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.

The Market Has Already Changed … but Most Investors Haven’t

When Amazon went public, those who understood what was coming and moved early built a fortune. Everyone who waited for confirmation might still have made…

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.

Rate Hike Odds Top 50% – And That’s Not the Only Warning

Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……

AI Layoffs Are Spreading Faster Than Expected

AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift – not a temporary trend.

What Kind of Easter Egg Hunt Are You In?

In today’s guest essay, Brian shares one of his favorite investing lessons, starting with a story you probably know well: the time Blockbuster passed on…

Why the Best Opportunities Are Off the Beaten Path

In today’s issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have,…

This $3 Trillion Market Is Approaching a Breaking Point

Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.

Before AI Takes Over the C-Suite, Follow the Money Behind It

In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…

Why June 30 Could Trigger a Private Credit Reckoning

Today, Louis is joining us to explain why a key deadline — June 30 — could force long-hidden problems into the open. That’s when certain…

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