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Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
Gold or Silver – Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibrium… Luke’s case for a silver melt-up… Eric’s case for gold… the fiscal disorder fueling the longer-term bet… so, which…
Is the Next AI Gold Rush Happening Beneath the Ocean?
A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.
Here’s How to Pivot From EV Headwinds to Robotics Tailwinds
While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today…
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…
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
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…
When “AI” Became the New “Dot Com”
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrow’s AI Signals Trading…
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…
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.
Perfection Is a ‘Sell’ Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change – and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
Why ‘Perfect’ Companies Underperform
AI investing strategy: Use the BlackBerry Test to spot obsolete stocks early and position for the next wave of AI disruption.
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 Is at Highs… but the Returns May Not Be
The S&P is back in record territory… are all the risks gone?… what one valuation metric says about forward returns… how to remain in the…
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…
Why This Gold Pullback Is a Buying Opportunity
Let’s take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
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…
AI’s Real “Demon” Has Nothing to Do With Robots
Musk’s warning revisited… the Prisoner’s Dilemma hiding everywhere you look … why the usual reassurances don’t apply this time… and where the smart money actually…
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 Hidden Commodity Winner of the Oil Crisis
Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is…
The Biggest AI Story You Missed
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…
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