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The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
What the PCE Is Really Telling Investors Today
The ceasefire is fragile – but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
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
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
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…
AI’s Real “Demon” Has Nothing to Do With Robots
Musk’s warning revisited… the Prisoner’s Dilemma hiding everywhere you look … why the usual reassurances don’t apply this time… and where the smart money actually…
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.
The Market Is at Highs… but the Returns May Not Be
The S&P is back in record territory… are all the risks gone?… what one valuation metric says about forward returns… how to remain in the…
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.
Stocks to Buy As the War Pauses
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
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……
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…
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 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.
What You’re Not Being Told About the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
What Anthropic’s Latest Model Signals for Investors
In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…
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.
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
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,…
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…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.
When the Smartest People Start Leaving, This Might Be Why
In today’s Friday Digest takeover, Stansberry Research analyst Josh Baylin explains why one of the most powerful indicators in today’s market isn’t found in financial…
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…
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