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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…
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…
Will the Worst-Case Scenario Unfold Tonight?
U.S. strikes military targets on Iran’s key oil island… Trump warns “a whole civilization will die tonight”… Luke Lango’s framework for what comes next… and…
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…
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.
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,…
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…
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.
How to Trade a Volatile Stock Market Without Guessing Direction
Volatile markets create opportunity. Learn how to trade stock market volatility with options, cash, and rotation strategies.
Why the Private Credit Squeeze Could Create “Zombie” Companies
In today’s Friday Digest takeover, Louis explains how years of easy money may have kept a growing number of companies alive – not because they’re…
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…
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.
Before AI Takes Over the C-Suite, Follow the Money Behind It
In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…
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…
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.
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…
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.
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…
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
The Next Three Weeks Could Determine Your Investing Year
What happens now that we’ve lost the 200-day moving average… will we have an off ramp in the Middle East… how to invest despite volatility……
The Cracks in the $3 Trillion “Shadow” Banking System Are Getting Harder to Ignore
In today’s Market 360, I’m going to explain what’s going on in this $3 trillion “shadow” banking sector – and why you should care. And…
Do You Own One of These “Zombie” Companies?
Zombie-themed movies and TV shows are very popular, so you probably know the pattern. Many things look normal. People go to work. Stores are open.…
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