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240 results for iran

5% Was the Line – We’re Now at 5.25%

Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy

3 Stocks to Buy for an October Surprise Ā 

Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal.Ā I…

October Stock Market: A History of Crashes and Rallies

A 92% Market Signal is Flashing

Investors see a lot of information every day. We pay more attention than we probably should to screaming headlines from CNBC, The Wall Street Journal…

How to Position Before the Oil Cushion Hits Empty

The U.S. Strategic Petroleum Reserve – the nation’s emergency crude stockpile – has fallen to roughly 285 million barrels. This is its lowest level since…

Wall Street’s Next ā€œOctober Surpriseā€ May Already Be Starting

Today, Louis explains why the weeks surrounding the midterm elections could bring an important shift in market leadership – and why history suggests investors should…

Why Wall Street Is Watching October So Closely This Year

Midterm years often bring market volatility, and ¶¶Ņõ×īŠĀ°ę and Marc Chaikin see an unusual setup forming ahead of Election Day.

A 92% Historical Market Event Could Begin Before Election Day

I’ll tell you how the weeks ahead could create a new group of major winners and losers, and why I’m joining forces with my friend…

The ā€œOctober Surpriseā€ Wall Street Isn’t Ready For – and How You Can Prepare

I’ve invited ¶¶Ņõ×īŠĀ°ę here today to explain where he’s focusing his attention as we head toward midterm elections, and why he and Marc Chaikin…

The Big Short Just Shorted a Grade-“A” Stock

This week, Michael Burry said he added to his Micron short “in some size.” But is there a better way to decide what to do…

A 600% Stock Still Trading at 7X Earnings

Oil pulls back, but the refiner story isn’t over … the S&P’s best stock still trades at 7X earnings … the screen behind Louis’ winners…

The Fed Just Revealed Something Big ¶¶Ņõ×īŠĀ°ę the AI Boom

We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…

The Fed’s No-Win Decision Next Week

There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…

The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number

Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop…

700 AI Agents Went Rogue – Now What?

Last call for tonight’s workshop with Luke Lango… a must-do AI homework assignment… the rogue-agent scare behind Washington’s “kill switch”… Japan’s yen wildcard – why…

Here’s Who Wins When AI Infrastructure Gets Cheap

One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…

Is This Market ¶¶Ņõ×īŠĀ°ę to Roll Over?

The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the…

Two Lines on a Chart Beat Every Headline I’ve Read This Year

Objective data is the great equalizer. It shifts you out of prediction and into probability. And once you understand what the market expects — how…

Warsh Puts a Rate Hike Back in Play

Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines…

Before You Buy a ā€œTrump Stock,ā€ Ask These 3 Questions…

Jonathan shares two stocks he’s bullish on, two he’s leaving alone, and three questions he asks before getting into a government-backed trade. His analysis explains…

China’s Rare Earth Squeeze Is Making MP Materials More Important

China’s grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout.

Copper’s AI Boom – Three Ways to Play It

Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…

Don’t Miss the Great AI Rotation

SinceĀ theĀ earlyĀ AI revolution, the Magnificent SevenĀ companiesĀ have beenĀ sitting securelyĀ on the throne. But their seat is soon to be usurped.Ā We are starting toĀ seeĀ aĀ rotationĀ outĀ of some of the highest profile,…

PCE Runs Hotter-Than-Expected – Time for a Hike?

The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings?

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