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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…
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…
AI Is Fueling a Mega Melt-Up – Here’s How to Stay Safe
Today, AI has taken center stage – and risk is being rationalized away in real time. The opportunity is real. So is the danger.
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 January 2 Could Trigger the Largest Industrial Reversal in 40 Years
A $11.3T reshoring and automation boom is remaking America’s economy. Learn how to target key stocks at the American Dream 2.0 Summit.
The Pentagon Makes Another Move in the Market – Are You Paying Attention Yet?
In 1948, the two-month-old nation of South Korea was facing a serious threat, not only from North Korea but also from Russia and China. Instead,…
The 2026 Bear Market Nobody Sees Coming (Except This Wall Street Veteran)
The same forces triggered the 1929 crash, dot-com bust, and today’s AI bubble. Here’s how to identify them and safeguard your portfolio now.
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.
How Smart Investors Separate Fads From Fortunes
As we look to 2026, let’s not just chase what was hot. Let’s focus on what ideas are built to last and which new ones…
Will 2026 Be the Year of the Bear?
When COVID-19 hit in 2020, lives everywhere began to change. We all had to shelter in place, and small businesses had to close their doors.…
Is 2026 a “Tipping Point” for the AI Revolution?
Longtime readers know that I’m bullish about the AI Revolution. In fact, I expect 2026 to rival some of the best years of my career.…
Housing Affordability Has Become a Policy Emergency
A U.S. housing shortage and affordability crunch may push Washington to act. The result? A housing stock rebound with major upside.
The Natural Gas Reckoning Is Overdue – Prepare Now
In today’s Smart Money, let’s discuss a couple of new kids on the block muscling their way into the natural gas market and the natural…
The Next AI Moonshot Is Already Here
In today’s Market 360, we’ll explore why tech leaders are suddenly aiming for space, why a potential SpaceX IPO could tempt investors and how to…
The Harsh Reality Behind the AI Boom… And How to Prepare
In today’s Digest takeover, Keith Kaplan draws a powerful parallel between the dot-com era and today’s AI-driven market.
AI’s Achilles’ Heel Just Became a $50 Billion Opportunity
AI data centers are driving a power crisis – and creating a $50-billion opportunity in energy storage, fuel cells, and batteries.
Restaurants: Get Fit or Get Fat
Offering everything from fried fish to Fritos, these food chains are opting to pass on the health craze and instead keep pushing the caloric boundaries.
The Yen Carry Trade Is Unwinding – But This Isn’t 2008
Yen carry-trade funding is reversing, sparking forced selling. But the AI boom stays intact. Here’s why you should get positioned earlier.
Welcome to the President’s Market
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
Inside the Fragile Foundation of the AI Market
TradeSmith CEO Keith Kaplan is joining us today to dig into the uncomfortable truth behind the AI surge – and what it means for investors…
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