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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 鈥楽ell鈥� Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change 鈥� and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
Middle East Talks Break Down 鈥� What Happens Now
Diplomatic efforts fail in the Middle East鈥� rate cuts aren鈥檛 coming any time soon鈥� the Fed’s hands are tied鈥� copper’s case gets stronger
Why 鈥楶erfect’ Companies Underperform
AI investing strategy: Use the BlackBerry Test to spot obsolete stocks early and position for the next wave of AI disruption.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing 鈥� favoring energy, minerals, and real assets over globalized tech.
Is the Bull 蜜桃传媒 Rally Back On?
The market keeps rallying… but we鈥檙e still 鈥渙n the wrong side of the tracks鈥�… Luke Lango’s bull case for tech… a black swan lurking in…
Three Stocks to Buy as Investors Flee This $3 Trillion 鈥淪hadow鈥� 蜜桃传媒
Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.
What Big Bank Earnings Aren鈥檛 Telling Investors Right Now
Let鈥檚 look at what three big bank earnings reports are really telling us. Then I鈥檒l show you why that matters for what comes next 鈥�…
The Next Big Trade Isn鈥檛 AI… It鈥檚 Prediction 蜜桃传媒s
Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase…
We Saw the Quantum Threat Before the Headlines Did
Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There鈥檚 a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steady鈥� plenty of unknowns as we look ahead鈥� an area of the market acting independently of the Fed and interest rates鈥�…
IPO Day Is When Most Investors Get It Wrong
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
The Real Long-Term Shortage Isn鈥檛 Oil 鈥� It鈥檚 This
The AI boom is leading to a massive computing crunch鈥� electricity bills are skyrocketing鈥� but aren鈥檛 the hyperscalers supposed to pay?… invest in the 鈥淎I…
Big Tech Takes the AI Bill: What It Means for Investors
In today鈥檚 Smart Money, let鈥檚 take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and…
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.
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…
Copper Demand Isn鈥檛 Slowing 鈥� It鈥檚 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…
This $1.8 Trillion Risk Could Hit Your Portfolio
For nearly a thousand years, the Theodosian Walls of Constantinople (modern-day Istanbul) stood as one of the most formidable defenses ever constructed. That鈥檚 exactly the…
Are Small Caps Ready to Run?
If you follow me at all, then you know that I鈥檝e always described small caps as bunnies. They sit for a bit, not doing much,…
The Oil Trade Everyone鈥檚 Getting Wrong
With all the headlines focused on energy lately, you鈥檙e probably wondering what the best way is to play the oil trade right now. Today, I…
We’re Not Done With AI 鈥� We’re Playing It Differently
The shift away from tech at the height of its dominance is a profitable one that we鈥檝e seen play out before. In today鈥檚 Smart Money,…
Trump鈥檚 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鈥� how to invest ahead of…
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