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AI Investors Must Keep This Threat in Mind
A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it
How to Profit From Wall Street’s Next Fireworks Show
I’ll explain why the foundation beneath this market remains solid, why corporate earnings are poised to deliver plenty of fireworks and how my Precursor Intelligence…
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
The Market Leaves Clues. Here’s How to Find Them…
In today’s guest essay, Keith explains why he spends less time trying to predict the future – and more time studying the patterns history has…
Why “Boring” Could Be Your Best Investment
“Boring” isn’t just safe. Or reliable. It’s strategic. Especially when everyone else is chasing excitement. Markets have a habit of rewarding discipline long after they…
How to Beat Wall Street’s “Easy Button”
In early 2005, Staples launched a new ad campaign that introduced the world to the “easy” button. Now, wouldn’t it be great if investors also…
Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade
AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.
New Verizon CEO: 8 Things to Know About Hans Vestberg
There’s a new Verizon CEO that will be taking over the company later this year when current CEO Lowell McAdam steps down.
Coachella 2017 Lineup: Here’s This Year’s Festival Headliners
The Coachella 2017 lineup has been announced and it includes plenty of great performers, including Kendrick Lamar, Hans Zimmer and Beyonce.
Wall Street Misread Kimi K3
Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand.
6 Beverage Stocks to Quench Your Thirst
Demand for both alcoholic and non-alcoholic thirst-quenchers is arguably as great as our need for oil. Here are old-timers and newcomers that do it right.
The investing lesson hidden in Taylor Swift’s wedding
There are few fan bases as passionate as Taylor Swift’s. So, when she recently married Travis Kelce at Madison Square Garden in New York, it…
My No. 1 Summer Stock to Buy
To help investors minimize these summer risks, Keith Kaplan and his TradeSmith team have created a quantitative Seasonality tool that precisely identifies the best days…
5 Refreshing Consumer Stocks to Buy
Consumers are very reluctant to cut out the simple pleasures they know and love. Five beverage stocks in particular are quenching investors’ thirst.
6 Beverage Stocks to Drink Up
Be it a frosty brew from (NYSE:BUD) or (NYSE:KO), the Atlanta-based staple of American globalism, in tough economic times, investors keep their pallets wet.
The Ticker May Be Too Late for AI’s Next Great Winners
The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for.
What My 200,000-Mile Mazda Taught Me About Value Investing
Over the past decade and a half, growth stocks – like those that make up the Magnificent Seven – have dominated headlines and delivered some…
Three Stocks Just Flashed Seasonal Signals
Stock seasonality reveals bullish windows in Alphabet and Deckers – and a bearish signal for Applied Materials as July 23 nears.
FFIE Stock Alert: Faraday Future Plunges on 1-for-80 Reverse Split
Faraday Future Intelligent Electric is declining on reverse stock split news, despite its recent gains. Here’s why FFIE stock is falling.
5 Beverage Stocks to Refresh Your Portfolio This Summer
Coke and Pepsi are solid buys, but three smaller companies should be the real movers.
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