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Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
Are Small Caps Ready to Run?
If you follow me at all, then you know that I’ve always described small caps as bunnies. They sit for a bit, not doing much,…
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
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…
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…
Trump’s Iran Update Spikes Volatility. Now What?
Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobs… how to invest ahead of…
Why the Best Opportunities Are Off the Beaten Path
In today’s issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have,…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
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.
$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.
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.
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
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…
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
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…
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.
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 Market Has Already Changed … but Most Investors Haven’t
When Amazon went public, those who understood what was coming and moved early built a fortune. Everyone who waited for confirmation might still have made…
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…
The Bar Is Getting Raised. Alphabet and Amazon Are Showing Us Why..
In today’s Market 360, we’ll review their earnings and talk about why expectations are higher than ever – and how investors can prepare for what…
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.
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