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Most Recent
Articles
The Question Every Investor Gets Wrong
Keith is joining us today to explain how his team is using AI to uncover these kinds of “signals” across thousands of stocks. It’s the same type of approach that powered some of the most successful hedge funds, ever.
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 look like an attractive opportunity to buy the dip. But I advise caution.
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 case for the energy market, how we’re playing AI differently, and two different ways of looking at the same market.
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, history shows that when a company fully “solves” yesterday’s problem, it’s often about to be replaced by something better. And perfection is often a sell signal.
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 wrong side of one of the most consequential structural shifts in the history of global energy markets. I’ll share why the recent ceasefire-driven selloff is hiding bigger supply problems that will likely keep oil and U.S. natural gas prices higher for longer… and why that means the energy bull market isn’t over.
We’re Not Done With AI – We’re Playing It Differently
The shift away from tech at the height of its dominance is a profitable one that we’ve seen play out before. In today’s Smart Money, I’ll explain how I used this strategy in the dot-com era… and why I’m using it again today.
I Sold Nvidia. Louis Navellier Didn’t. Who Was Right?
Louis and I don’t always see eye to eye, especially when it comes to a stock like Nvidia. But that’s what makes our conversation so valuable. You get two different ways of looking at the same market. I look at big-picture trends that drive huge, multiyear moves in entire sectors of the market. On the other hand, Louis focuses on the stocks already showing strong fundamentals and momentum.
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 into deficit.
Why the Best Opportunities Are Off the Beaten Path
In today’s issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have, the better your odds of finding outsized opportunities.
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 need to know before we’re fully submerged in the AI waters.
The Hidden Commodity Winner of the Oil Crisis
Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is not the only commodity under the thumb of the Iran conflict. It turns out that when a butterfly flaps its wings in the Straight of Hormuz, a tsunami of chaos sweeps over nearly every commodity industry in the world.
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline — June 30 — could force long-hidden problems into the open. That’s when certain funds will have to mark their assets more realistically, potentially revealing losses that have been building for months.
Every Crisis Has a Hidden Trade: Here’s Where the Smart Money Goes Next
When most investors hear the word “crisis,” they think about danger. But every crisis on Wall Street has another side: Opportunity.
Why We’re Ignoring Oil Prices and Buying Energy Stocks Instead
We can't predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don’t seem to know what’s coming next. However, there is logic behind a buy-and-hold strategy in energy and commodity stocks.
The $3 Trillion Time Bomb Is Ticking Beneath the Market
My colleague Louis Navellier has flagged a potential “black swan.” It's the private credit market — a $3 trillion corner of finance where problems can grow out of sight. Louis is joining us today to walk you through what’s happening inside the private credit market, why it matters right now, and what it could mean for your portfolio.
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, before AI agents enter every C-suite, I'll reveal how the best course of action is not to invest in the firms developing those agents… but in the companies powering them.
The Market Is Distracted. You Shouldn’t Be.
I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks – no matter how serene or chaotic the world might be.
AI Isn’t Peaking – It’s Entering Its Most Profitable Phase
Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague Louis Navellier and I agree: AI is not contracting. It is transitioning.
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the smart money flows next.
