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Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…
This $1.8 Trillion Risk Could Hit Your Portfolio
For nearly a thousand years, the Theodosian Walls of Constantinople (modern-day Istanbul) stood as one of the most formidable defenses ever constructed. That’s exactly the…
The Oil Trade Everyone’s Getting Wrong
With all the headlines focused on energy lately, you’re probably wondering what the best way is to play the oil trade right now. Today, I…
The Next Big Trade Isn’t AI… It’s Prediction Markets
Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase…
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates……
Why “Just Hold” Doesn’t Feel Safe Anymore
For many years, investors were told to buy strong companies and hold them for the long run. In my experience, that approach can still work.…
The New Doctrine Reshaping Global Markets
America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.
The Market Is Distracted. You Shouldn’t Be.
I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks – no…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
M&A Rumors: A PF Chang’s Acquisition May Be in the Works
Recent rumors claim that a PF Chang’s acquisition may be in the works and that the price for the restaurant chain could be $700 million.
PF Chang’s May Be Latest to Suffer Data Breach
Hackers may have obtained data linked to credit and debit cards used at PF Chang’s restaurants in the latest data breach.
Medco (MHS) – Changing Values for Changing Investor Base?
Medco Health Solutions Inc. (NYSE: MHS) is in a strange place in time right now. The healthcare company is potentially the subject of more cost…
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
Structural Changes Won’t Change the Narrative for Unilever Stock
Unilever stock will probably trade as one equity in the future, but investors must keep their focus on the financials and the competition.
How to Trade a Volatile Stock Market Without Guessing Direction
Volatile markets create opportunity. Learn how to trade stock market volatility with options, cash, and rotation strategies.
This Breakthrough Changed Everything – and Most Investors Missed It
Yesterday, we shared Marc Chaikin’s thoughts on how investors can fall behind when markets change and old strategies stop working. Today, he’s taking that idea…
While You’re Watching Oil, This Opportunity Is Slipping By
Oil ETFs often fail to track oil prices. Here’s why chasing oil can backfire – and smarter ways investors can approach the energy market.
Is a Change in Trend at Hand?
The large-cap indices are flashing some warning signs.
Market Changing ‘Channels’
To the novice chart reader, the market’s ‘channel up consolidation’ may look bullish, but veteran technicians know otherwise.
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