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Trillion-Dollar IPOs Are Coming – But the Rules Just Changed
Nasdaq’s fast entry rule could trigger billions in forced buying after IPOs, reshaping how AI stocks surge post-listing.
Copper Demand Isn’t Slowing – It’s Accelerating
The short-term story for copper is simple; demand is growing faster than expected, supply is growing slower than expected, and the market is already slipping…
The Biggest AI Story You Missed
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…
Middle East Talks Break Down – What Happens Now
Diplomatic efforts fail in the Middle East… rate cuts aren’t coming any time soon… the Fed’s hands are tied… copper’s case gets stronger
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.
How to Spot Demand Before It Shows Up in the Numbers
As I often say, truth reveals itself in behavior before it shows up in reports…
IPO Day Is When Most Investors Get It Wrong
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
How to Approach the Market During the “Fog of War”
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchman’s Pulitzer Prize-winning book, “The Guns of…
Software Stocks Are Cracking. Is Your Portfolio Exposed?
Software used to be the market’s golden child. At one point, those companies looked untouchable. Then the world changed.
Why the Latest Inflation Numbers Look Hideous – And May Get Worse…
In today’s Market 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…
Why ‘Perfect’ Companies Underperform
AI investing strategy: Use the BlackBerry Test to spot obsolete stocks early and position for the next wave of AI disruption.
Why the Energy Bull Case Is Still Intact
The prognosis for global oil and gas markets remains deeply unsettled, and investors who panic out of their energy positions may find themselves on the…
The Private Credit Time Bomb Is Ticking
Private credit risk is rising fast. Here’s why the $3 trillion ‘shadow’ banking market could threaten stocks – and how to prepare.
Perfection Is a ‘Sell’ Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change – and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
Why This Gold Pullback Is a Buying Opportunity
Let’s take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
The New Weapon Changing Warfare (and Markets)
In today’s Market 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you…
Quant Ratings Updated on 112 Stocks
Today, I want to briefly discuss the current situation between the U.S. and Iran. Then I’ll tell you about the bigger shift I think will…
We Saw the Quantum Threat Before the Headlines Did
Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…
Is the Next AI Gold Rush Happening Beneath the Ocean?
A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
The Quantum Computing Paradox: Brilliant Future, Complicated Present
Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.
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