Job Losses Without Layoffs – Prepare Your Portfolio Now
AI’s earliest impact on the job market isn’t who gets fired. It’s on who never gets hired. If, as I expect, job growth turns negative in 2026, it may not feel like the end of the world. But it could…
Own the Six Bottlenecks That Control AI Growth
The race for AI dominance has become a matter of national strategy. Washington is accelerating permits, steering capital, and clearing obstacles for the companies it views as mission-critical. That shift changes everything for investors.
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
How to Avoid Making This Common Investing Mistake
You want to pivot away from companies like Nvidia, where margins are regressing, the costs of maintaining leadership are skyrocketing, and where the returns on investment are unknowable.
Natural Gas Found Its Spark – How to Play Past the Rally
In this issue, let’s dive into how some “new kids” are increasing natural gas demand. Plus, I’ll share an overlooked U.S. natural gas producer that deserves far more respect from investors.
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