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JPMorgan’s Quiet Warning About AI
JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why caution is the right response……
Why AI Could Drive Inflation Higher
In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds…
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped…
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.
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
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.
Why the Private Credit Squeeze Could Create “Zombie” Companies
In today’s Friday Digest takeover, Louis explains how years of easy money may have kept a growing number of companies alive – not because they’re…
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
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…
AI Is Killing Buy-and-Hold Investing. Here’s What Replaces It.
AI trading and algorithms now dominate stock markets, accelerating volatility and forcing investors to rethink traditional strategies.
The AI Boom’s Dirty Secret
Before anyone had heard of ChatGPT or the AI revolution that has come to dominate the market, Nvidia (NVDA) was already a successful company best…
Do You Own One of These “Zombie” Companies?
Zombie-themed movies and TV shows are very popular, so you probably know the pattern. Many things look normal. People go to work. Stores are open.…
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 Private Credit Time Bomb Is Ticking
Private credit risk is rising fast. Here’s why the $3 trillion ‘shadow’ banking market could threaten stocks – and how to prepare.
The AI Acceleration Curve Just Went Vertical
New benchmarks suggest AI acceleration is speeding up rapidly – and the economic consequences could be enormous.
The $3 Trillion Market More Investors Are Starting to Worry About
In today’s Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market – often referred to as the “shadow banking…
Big Tech Takes the AI Bill: What It Means for Investors
In today’s Smart Money, let’s take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and…
The Cracks in the $3 Trillion “Shadow” Banking System Are Getting Harder to Ignore
In today’s Market 360, I’m going to explain what’s going on in this $3 trillion “shadow” banking sector – and why you should care. And…
The Stock Everyone’s Buying That AI Will Destroy
I want to bring to your attention a streaming giant that accounted for over 95 billion hours of viewing time in the first half of…
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race.
The $3 Trillion Time Bomb Is Ticking Beneath the Market
My colleague Louis Navellier has flagged a potential “black swan.” It’s the private credit market — a $3 trillion corner of finance where problems can…
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…
AI’s “Gray Swan” Risk
Block eliminates almost half of its workforce… Luke Lango’s forecast for how high unemployment will go… two ways the AI trade gets a haircut… the…
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…
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