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240 results for CAJ
Venezuela, Oil, and the End of Market Neutrality
Venezuela was never about politics. Maduro’s removal is an oil play – and the markets are about to feel it.
Venezuela, Uncertainty, Shifting Markets and How to Respond
In today’s Market 360, I want to walk through what actually happened in Venezuela, why it happened and what the market’s reaction really signals. Because…
Best of 2025: Ask These Two Questions to Find the Next World-Dominating Companies
Our “Best of 2025” article today brings us all the way back to January, when we discussed my tips for discovering valuable investment opportunities in…
My 5 Big Stock Predictions for 2026
My big stock predictions include the S&P 500 rallying 20%+ in 2026 on AI-driven earnings, easier liquidity, and powerful narratives — but expect violent volatility,…
Is “Feeling Rich” Propping Up the Economy?
This piece from November examines the wealth-effect dynamic at the heart of today’s K-shaped economy and asks: Have asset prices begun playing a larger role…
5 Major Economic Predictions for 2026
5 economic predictions for 2026: AI drives GDP growth but pushes unemployment to 6%. The two-speed economy explained.
My 5 Tips to Set Your Portfolio Up for the Long Haul
Before we step into the New Year, I’d like to share my most important investing tips to prime your portfolio to flourish in the coming…
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…
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…
Trump Soothes the Bull
This October Digest was a natural follow-up to the Crazy Map we shared yesterday – shifting from big-picture late-cycle dynamics to the practical question every…
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…
AI Is Breaking the Labor Market – Here’s What Comes Next
At InvestorPlace, we have a wide range of perspectives and styles. We don’t all trade the same way – and that’s a good thing. One…
Process, Conviction, Discipline: The Framework That Wins
I didn’t know it then, but the first steps I took onto the floor of Chicago Mercantile Exchange at 22 years old shaped everything that…
The AI Investing Cheat Code Just Got Patched
The AI investing playbook is changing as hyperscalers build custom silicon. Here are 4 stocks positioned to win in 2026.
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…
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.
Stuff Your Stocking With This Fintech Winner
In the spirit of the holiday season, I’d like to share a small gift with you today: a particular fintech stock I’ve been closely watching.
Why I’m Ditching AI Stocks for “AI Survivors”
In today’s Smart Money, I’ll explain why investors should start moving away from popular tech stocks and toward underrated non-tech stocks set to thrive as…
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…
How AI Could Lead to the “Death of the Spirit”
In the days ahead, we’ll revisit several Digests from 2025 (and one from last year) that helped frame important questions, spotlighted emerging risks and opportunities,…
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