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240 results for VIX
The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore
Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math.
IBM Just Became the Quantum King – Here’s the Trade Hiding in Plain Sight
On the evening of March 30, 2026, Google Quantum AI quietly published a 57-page whitepaper that, in a more attentive market, should have sent cybersecurity…
The Swiss Cheese Principle Behind Jonathan’s Top 5 Stocks
To borrow a metaphor from cheesemaking, pressure always finds the weak spots first. And this market has plenty of that building beneath the surface.
Wall Street Loves to Make Predictions — but This Trader Does Something Else
In today’s guest essay, veteran trader Jonathan Rose explains why he focuses less on predicting the future and more on tracking where institutional money and…
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.
When Volatility and Money Flow Point to the Same Stock
Smart money trading focuses on evidence, not forecasts. Ameresco is flashing signals tied to AI power and grid modernization.
This Stock Isn’t Making Headlines Yet — and That’s Why It’s Interesting
Jonathan Rose spent 28 years on some of the most important trading floors in America. I invited him to share something with you today —…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
The Four Signs a Company Is About to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
They Robbed Us With Figma, and Now They’re Setting Up the Same IPO Trap Again
In today’s Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO – a stock that soared out of the gate…
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
The Four Signs a Company Is About to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
Don’t Fall For this IPO Trap – Here’s Where the Real Money Is…
Few themes are generating more excitement than the next wave of AI IPOs. That’s exactly why, over the past few days, I’ve been sharing essays…
These Are the Four Signs a Company Is About to Destroyed by AI
Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. And right now, the somewhere else that…
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
The Treasury Yield Line That Could Break This Bull Market
The 10-year Treasury yield is testing stocks. Below 5%, AI earnings can support the bull market — but the margin is shrinking.
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
Why the Smartest AI Investors Are Ignoring the Model Race
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
The Inflation Numbers Were a Disaster. Here’s the Silver Lining…
In this piece, I want to break down what the latest inflation reports are really telling us and what Warsh’s confirmation actually means for markets.
Nvidia Made His Members Millionaires, and Now Louis Is Looking for the Next One
In today’s Friday Digest takeover, the legendary investor shares several remarkable stories from his readers who turned relatively modest Nvidia investments into six- and even…
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