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The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns – but that is performing remarkably well in today’s wild markets…
You Can Now See What Wall Street Can’t
In today's issue, Keith Kaplan explains how his team is using AI to identify specific “signals” in the market — patterns that have historically led to profitable trades — often before they fully play out.
Here’s How to Pivot From EV Headwinds to Robotics Tailwinds
While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today...
Every Stock Has a Tell – Here’s How to Read Them
In today's issue, Keith Kaplan explains how former New England Patriots coach Bill Belichick led his team to victories by creating behavior profiles for his best players, and how that method works similarly to TradeSmith’s Behavioral Profile Analysis (BPA) system that identifies specific “signals” in the market — patterns that have historically led to profitable trades — often before they fully play out.
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running... to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat them, join them” isn’t a safe strategy for surviving a dominant market trend. Then, I’ll share a different footwear company I’m looking at instead.
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.
