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How You Should Trade This Market
Some say that 2008 was the year of the short, but more accurately, it was the year of the trade. In hibernation since the dot…
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…
Peabody BTU Offer for Macarthur to Get Hearing
Australian coal miner Macarthur Coal has agreed to postpone its extraordinary general meeting originally scheduled for next Monday to vote on Macarthur’s takover of another…
Coal Prices Hurt Earnings for ACI, MEE and BTU; Outlook Improves
As prospects for a carbon cap and trade mechanism diminished over the last quarter, coal miners have seen share prices rise to near or above…
Apache Deal With Devon Adds Another Deepwater Stake
Buying and selling in the oil patch heated up this week, with about $10 billion changing hands in a flurry of mergers and acquisitions. Apache…
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…
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.
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…
A Major Shakeup in the Fintech Space
Today’s Digest, from June 2025, arrived as two big themes were beginning to assert themselves – moves by major retailers into stablecoins, and the early…
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…
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…
3 Overlooked Sectors to Buy in 2026
Now, will the AI economy burst in 2026 as the dot-com bubble did in 2000? Well, no one knows that for sure. But what we…
Tech Predictions 2026: The Year Software Crawls Into Physical Reality
Five tech predictions for 2026: robots clock in, robotaxis scale, AI leaves the screen, chips break monopolies, and nuclear hits milestones.
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…
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 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…
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…
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,…
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,…
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…
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 AI Selloff Is Starting – Where to Move Your Money Now
Over the past several days, major AI stocks, like the Bob Dylan song of the same title, appear to be knockin’ on heaven’s door. While…
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…
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