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The Case for Panicking Early: Lessons from the Internet Bust
Today’s AI boom is checking nearly every one of the boxes that indicated a bubble back in 1999. So, I’ll detail the five warning signs that…
The 2026 Bear Market Nobody Sees Coming (Except This Wall Street Veteran)
The same forces triggered the 1929 crash, dot-com bust, and today’s AI bubble. Here’s how to identify them and safeguard your portfolio now.
3 Overlooked Sectors to Buy in 2026
Now, will the AI economy burst in 2026 as the dot-com bubble did in 2000? Well, no one knows that for sure. But what we…
The Fed Says One Rate Cut – Markets Are Betting on Two
The latest “dot plot” showed Fed members expect only one more rate cut in 2026. However, the futures market believes that two rate cuts are…
The Harsh Reality Behind the AI Boom… And How to Prepare
In today’s Digest takeover, Keith Kaplan draws a powerful parallel between the dot-com era and today’s AI-driven market.
Fed Update Clears the Runway for a Year-End Rally
The Fed update just set the stage for a Santa Rally: how interest rates, dot-plot signals, and AI growth are aligning for year-end gains.
The AI Selloff Is Starting – Where to Move Your Money Now
Over the past several days, major AI stocks, like the Bob Dylan song of the same title, appear to be knockin’ on heaven’s door. While…
AI Is Fueling a Mega Melt-Up – Here’s How to Stay Safe
Today, AI has taken center stage – and risk is being rationalized away in real time. The opportunity is real. So is the danger.
Inside the Fragile Foundation of the AI Market
TradeSmith CEO Keith Kaplan is joining us today to dig into the uncomfortable truth behind the AI surge – and what it means for investors…
The Warning Signs in This Week’s AI Selloff
In today’s Digest takeover, Eric Fry explains why this week’s AI selloff may be just the start. Concerns around sky-high valuations, data-center financing, and profitability…
The Inconvenient Truth About the AI Boom
A quarter-century after the dot-com bust, the market is again dangerously concentrated in a handful of AI stocks. TradeSmith CEO Keith Kaplan reveals a new…
Robotics Is About to Become America’s Most Important Industry
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.
Will 2026 Be the Year of the Bear?
When COVID-19 hit in 2020, lives everywhere began to change. We all had to shelter in place, and small businesses had to close their doors.…
2 More Stocks to Buy for 2026
I revealed three companies that were considered for their portfolio, but didn’t quite make the cut. This week, I’d like to suggest two more promising…
Why Yesterday’s Rate Cut Sets Up a Major Shift for 2026
In today’s Market 360, let’s walk through exactly what the Fed did – and why I believe it sets the stage for one of the…
Is 2026 a “Tipping Point” for the AI Revolution?
Longtime readers know that I’m bullish about the AI Revolution. In fact, I expect 2026 to rival some of the best years of my career.…
As Big Tech Looks to the Stars, the Smart Money Looks Underground
To help set the stage, Eric put together a sharp, timely essay today. While the headlines are still obsessed with “AI in space,” he breaks…
AI’s Wildest Dreams Are in Space – but Its Richest Opportunities Aren’t
There’s no denying the excitement around AI – it’s even reaching beyond Earth, with talk of space-based data centers and orbital computing. But while Big…
AI’s Wildest Dreams Are in Space — but Its Richest Opportunities Aren’t
Google just announced plans for AI data centers in space. But while headlines like that grab attention, the real money isn’t floating in orbit –…
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