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Middle East Talks Break Down – What Happens Now
Diplomatic efforts fail in the Middle East… rate cuts aren’t coming any time soon… the Fed’s hands are tied… copper’s case gets stronger
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
When the Smartest People Start Leaving, This Might Be Why
In today’s Friday Digest takeover, Stansberry Research analyst Josh Baylin explains why one of the most powerful indicators in today’s market isn’t found in financial…
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat…
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…
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…
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.
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…
I Sold Nvidia. Louis Navellier Didn’t. Who Was Right?
Louis and I don’t always see eye to eye, especially when it comes to a stock like Nvidia. But that’s what makes our conversation so…
Software Stocks Are Cracking. Is Your Portfolio Exposed?
Software used to be the market’s golden child. At one point, those companies looked untouchable. Then the world changed.
Stocks to Buy As the War Pauses
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…
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…
We Saw the Quantum Threat Before the Headlines Did
Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…
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…
Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
Anthropic’s revenue just exploded from $1 billion to $30 billion in 15 months. Here’s what it means for AI investors and why the Anthropic IPO…
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 the Latest Inflation Numbers Look Hideous – And May Get Worse…
In today’s Market 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…
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 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.
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…
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,…
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