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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,…
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.
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 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 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…
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 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.
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…
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…
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.
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.
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,…
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…
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…
From Asia to Arizona: Why U.S. Chipmaking Is the Next Mega-Trend
In today’s Smart Money, let’s take a look at the global factors driving the U.S. chip boom. Then, I’ll share the best way to capitalize…
A Backup Plan for 2026
The market may be showing signs of strength but it’s important to stay alert. That’s because even a strong market can change quickly. And you…
AI’s Wildest Dreams Are in Space — but Its Richest Opportunities Aren’t
Google just announced plans for AI data centers in space. But while headlines like that grab attention, the real money isn’t floating in orbit –…
This Week’s Economic Data – and What’s Quietly Reshaping the Market in 2026
In today’s Market 360, I’ll dig into the latest numbers and break down what they’re really telling us. I’ll explain what the Fed now has…
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…
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