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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…
2 Stocks to Buy for AI’s Next Stage
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…
Japan Just Hit Record Highs. Here’s the Trade to Make.
Political optimism isn’t the only force powering the Japanese rally. So, in today’s Smart Money, let’s take a closer look at several other factors driving…
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.
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,…
OpenAI’s $200B War Chest and the Great AI Infrastructure Land Grab
OpenAI is raising a historic $200B. Discover why the real profit isn’t in software, but the nuclear and cooling infrastructure powering AGI.
Is Elon Musk Merging SpaceX, Tesla, and xAI?
Breaking down Elon Musk’s SpaceX-Tesla-xAI consolidation: orbital supercomputers, investment winners, and what’s 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.
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.
The U.S. Is Mobilizing for AI Dominance
I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…
3 Startups Leading American Innovation… and 8 More in the Wings
Over the past several weeks, Luke Lango and his team have combed through executive orders, pored over government memos, and spoken with military insiders to…
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
The Fed Is Finished
The Fed’s “invisible hand” is dead. Washington’s “iron fist” now controls markets with government capital. Learn where to invest now.
The Crazy Map Update: Getting Hotter
Checking in on our late-stage bull market scorecard… new IPO madness… margin debt hits record highs… the single-stock ETF explosion… why we’re still dancing (but…
Big Tech’s Earnings Are Exposing the True Cost of AI
In today’s Market 360, I’ll review four of the seven Magnificent Seven earnings that reported: Microsoft, Meta Platforms, Inc. (META), Tesla, Inc. (TSLA) and Apple…
With “1-in-2” Odds AGI Hits by 2030, Here’s What to Do Now
In this issue, I’ll explain the details behind Claude’s new AI agent and how it hints at what we should expect from AGI. Then, I’ll…
Space AI in 2026: Why Wall Street Is Betting on Orbital Data Centers
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
The Hyperscale Advantage: Finding the Next Shopify Before Wall Street Does
Hyperscale companies deliver 7X the S&P 500’s returns. Learn the zero-friction formula creating 1,000 millionaires daily.
A Quiet Storm Is Brewing in the Market – Here’s How to Prepare (Before It’s Too Late)
In today’s Market 360, I want to walk you through what’s changing beneath the surface – and why understanding this change matters right now.
The Genesis Mission Has a 270-Day Timeline – And You’re Already Late
The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.
3 Seasonal Stocks to Buy Immediately
Our friends at TradeSmith believe we’re entering some of the best conditions yet for using their Trade Cycles algorithm, and they want you to be…
How to Play the Surge in Natural Gas Prices
Natural gas has its best day in four years… an arctic blast across the country… why the opportunity is much bigger… Eric Fry’s top stock……
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