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Tech Predictions 2026: The Year Software Crawls Into Physical Reality
Five tech predictions for 2026: robots clock in, robotaxis scale, AI leaves the screen, chips break monopolies, and nuclear hits milestones.
Your Late-Inning Bull Market Gameplan
Today we revisit a September 2025 Digest that helped frame how to think about “late-inning” markets – not by predicting tops, but by identifying the…
How to Survive the AI Labor Crash That’s Already Accelerating
The best investment opportunities often come out of big changes – especially when most people aren’t paying attention yet.
America Is Sleepwalking Into an AI Labor Collapse
In today’s issue, my colleague Luke Lango lays out a case for why AI isn’t just transforming technology or markets; it’s reshaping the labor economy…
America’s AI Overhaul Has Begun — and Workers Aren’t Prepared
In today’s Sunday Digest takeover, our technology expert Luke Lango lays out a case for why AI isn’t just transforming technology or markets — it’s…
Two Strong Setups for the Coming Rally
This piece, from March 2025, came during a moment of market wobble – and it offered a calm, statistical reset on how normal such pullbacks…
5 Major Economic Predictions for 2026
5 economic predictions for 2026: AI drives GDP growth but pushes unemployment to 6%. The two-speed economy explained.
Crafting Your Best 2026 Portfolio
We begin each new year with a version of today’s Digest because it’s far more important than any single piece of analysis. None of us…
A Major Shakeup in the Fintech Space
Today’s Digest, from June 2025, arrived as two big themes were beginning to assert themselves – moves by major retailers into stablecoins, and the early…
Why I’m Ditching AI Stocks for “AI Survivors”
In today’s Smart Money, I’ll explain why investors should start moving away from popular tech stocks and toward underrated non-tech stocks set to thrive as…
The Natural Gas Reckoning Is Overdue – Prepare Now
In today’s Smart Money, let’s discuss a couple of new kids on the block muscling their way into the natural gas market and the natural…
The AI Investing Cheat Code Just Got Patched
The AI investing playbook is changing as hyperscalers build custom silicon. Here are 4 stocks positioned to win in 2026.
The Labor Market Is Not Ready for What AI Is About to Do
AI is replacing jobs, even in a strong economy. With the labor market entering a new era, learn how to protect yourself in the transition.
Wall Street Is Finally Catching Up to My Warning
Following one of my forecast’s success, I’d like to take a look at how some of my other predictions held up, especially as certain trends…
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…
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.
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.…
What the Dot-Com Bust Teaches About Today’s AI Vendor Financing
AI financing mirrors the dot-com era’s vendor loops – but deeper pockets and real demand make this cycle more durable, at least for now.
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