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The AI Industry Has Split Into Supergroups. Investors Need to Adapt.
AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.
How to Invest Smartly When the Market Loses Its Mind
It’s understandable to feel unnerved by the latest tariff-driven headlines. But a measured reaction can make all the difference between managing a winning or losing…
The Stock Everyone’s Buying That AI Will Destroy
I want to bring to your attention a streaming giant that accounted for over 95 billion hours of viewing time in the first half of…
Markets Move on Belief – Not Facts
In today’s Smart Money, Jonathan Rose explains why markets move on belief, not just headlines, and how a new stream of probability-based data is changing…
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
You Need an ‘Emergency Beacon’
Wildfires start with a spark; and market selloffs do, too. Is your stock portfolio prepared? Learn how to protect what you’ve built.
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here’s how to position now.
Is U.S. Diplomacy Dead? The New Era of American Power In 2026
America’s Venezuela raid may mark the end of U.S. diplomacy as we knew it – and a new market regime as a result.
The Ghost of 1776: Why the Greatest Wealth Shift in 250 Years Is Happening Right Now
A “New 1776” moment is unfolding as AI, state power, and economic doctrine converge. Discover how this regime change could redirect trillions — and where…
The Market Isn’t Flat. It’s Rotating – And AI Is the Trigger
AI is driving a massive stock market rotation. Why software stocks are falling – and hard assets are suddenly winning.
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real…
Block’s Layoffs Reveal the Dark Side of the AI Economy
Jack Dorsey says AI made thousands of jobs obsolete. The ripple effects could reshape the entire labor market.
The Businesses That AI Can’t Replace
The predictive “edge” Jonathan Rose is using today… watch for the “gaps”… our AI Revolution experts say more software pain is coming… where to hide…
Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is…
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
As Volatility Flares Up Again, Strengthen Your Portfolio
Spreading investments internationally reduces reliance on the U.S. alone and can smooth overall returns over time. Plus, some markets outside the U.S. may offer cheaper…
Kevin Warsh, the End of QE, and the Great AI Divide
A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers.
“Buy the Dip” in This Megatrend?
Drones are down – is this a good entry point?… how Jonathan Rose sizes up the opportunity set… the economics behind humanoids aren’t good for…
There Is No Alternative: Why Gold Could Hit $10,000 by 2030
Let’s break down those alternatives and discuss why they’re not viable right now. Then, I’ll tell you how to pair gold stocks with the next…
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
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