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The Bigger Story Behind March’s Market Selloff
In today’s Market 360, I want to show you why the market’s recent March Madness may prove temporary, why investors are already starting to look…
Why We’re Ignoring Oil Prices and Buying Energy Stocks Instead
We can’t predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don’t seem…
Before AI Takes Over the C-Suite, Follow the Money Behind It
In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…
AI Layoffs Are Spreading Faster Than Expected
AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift – not a temporary trend.
The AI IPO Gold Rush Is Coming – And You’re Not In It Yet
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
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…
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…
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.
Markets Are Rallying – Are They Ignoring a Major Risk?
Are markets misreading the Iran news?… the households that can’t absorb $100 oil… private credit stress spreads beyond software… and what to do now
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
Do You Own One of These “Zombie” Companies?
Zombie-themed movies and TV shows are very popular, so you probably know the pattern. Many things look normal. People go to work. Stores are open.…
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
$1 Trillion In AI Demand, and the Market Is Looking the Other Way
AI stocks are falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
The Hidden Opportunity Inside a $3 Trillion Credit Crunch
When most investors hear the word “crisis,” they think about danger. That’s natural. After all, the media loves to juice ratings and clicks by giving…
What Anthropic’s Latest Model Signals for Investors
In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…
Three Stocks to Buy as Investors Flee This $3 Trillion “Shadow” Market
Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline — June 30 — could force long-hidden problems into the open. That’s when certain…
3 Stocks Smart Investors Are Buying Right Now
Markets have been a rollercoaster lately, as geopolitical tensions in the Middle East continue to create uncertainty and drive sharp swings in energy prices. So,…
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…
Every Crisis Has a Hidden Trade: Here’s Where the Smart Money Goes Next
When most investors hear the word “crisis,” they think about danger. But every crisis on Wall Street has another side: Opportunity.
The Next Three Weeks Could Determine Your Investing Year
What happens now that we’ve lost the 200-day moving average… will we have an off ramp in the Middle East… how to invest despite volatility……
Why the Fed Isn’t Cutting Rates – And What’s Changed
In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.
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