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240 results for LONG
Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
The Devon-Coterra Merger: 7 Key Questions Answered
Devon Energy’s merger with Coterra creates a $58 billion energy giant with a 31% dividend increase. Learn what the all-stock deal means for DVN investors,…
The Dangerous Side of Being Right
In this piece, Marc revisits one of the most spectacular hedge-fund blowups in modern market history. The lesson is that intelligence alone doesn’t protect you…
The Market Is Getting More Selective – 202 Stocks Just Changed Grades
If you watched the Super Bowl on Sunday, you already know it ended with the Seattle Seahawks taking home the Lombardi trophy. And while there…
Barneys New York and the Danger of Ignoring a Market Paradigm Shift
Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.
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.
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
Why Yesterday’s Winning Strategy Stops Working
In his piece today, Marc Chaikin shares the story of Barneys New York – a once-iconic retail powerhouse that looked untouchable… until the world changed…
This Iconic Retailer Failed to Adapt—Here’s How Investors Can Avoid the Same Fate
Today, Wall Street veteran Marc Chaikin is joining us to share why the stakes for investors right now may be higher than many realize.
What a ‘Winning’ Strategy Without Risk Management Looks Like
Today’s essay comes from Wall Street veteran Marc Chaikin, whose five decades in the markets have taught him one central truth: Success isn’t just about…
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
In today’s piece, I’ve invited Marc to share a powerful real-world example of how modern technology is quietly transforming lives … and why the massive…
The Danger Lurking Behind a Strong GDP Number
Louis projects 6% growth while hiring stays flat… here’s the dynamic behind it… new data on the K-shaped economy… how Luke Lango is positioning for…
Here Is Where Gold Goes Next
What history suggests is next for gold… horrific forecasts of government fiscal excess… a moonshot trade idea from Jonathan Rose… Marc Chaikin’s warning to investors…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
Three Stocks Insiders Are Selling in Droves
Like a house sitting on a sandy cliffside during a storm, no company in history has ever maintained ultrahigh prices forever. And when that happens,…
It’s Over for Bitcoin…for Now
Luke Lango says Bitcoin has hit its Fourth Bust… a “growing consensus” about the government and your wallet… Eric Fry’s pick crushes Nvidia… where to…
Rare Earth Stocks: 7 Critical Questions About Project Vault and the Mining Boom
President Trump’s $12 billion Project Vault sent rare earth stocks soaring. Which mining companies could benefit? Get answers to 7 critical investor questions.
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
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…
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
When a technology quietly becomes essential infrastructure, it reshapes entire industries – and the biggest investment opportunities often form before most investors realize what’s happening.
Stop Looking for Peak AI
By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we…
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