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The New Weapon Changing Warfare (and Markets)
In todayās Market 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough ā boosting infrastructure stocks while putting SaaS business models at risk.
Trumpās 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 jobsā¦ how to invest ahead of…
The Bigger Story Behind Marchās Market Selloff
In todayās Market 360, I want to show you why the marketās recent March Madness may prove temporary, why investors are already starting to look…
What Anthropicās Latest Model Signals for Investors
In todayās Smart Money, letās examine the latest AI developments that are leading the push toward AGI. Then, Iāll share my three-part investment strategy you…
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.
Is the Bull Market Rally Back On?
The market keeps rallying… but weāre still āon the wrong side of the tracksā… Luke Lango’s bull case for tech… a black swan lurking in…
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…
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.
Markets Are Rallying ā Are They Ignoring a Major Risk?
Are markets misreading the Iran news?ā¦ the households that can’t absorb $100 oilā¦ private credit stress spreads beyond softwareā¦ and what to do now
Do You Own One of These āZombieā Companies?
Zombie-themed movies and TV shows are very popular, so you probably know the pattern. Many things look normal. People go to work. Stores are open.…
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals ā and a major reset may be coming soon.
Rate Hike Odds Top 50% ā And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycleā¦ OpenAI kills Sora as AI monetization wobblesā¦ private credit investors race for the exitsā¦…
Are Small Caps Ready to Run?
If you follow me at all, then you know that Iāve always described small caps as bunnies. They sit for a bit, not doing much,…
ExxonMobil Upgraded, Microsoft Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And todayās blog post should be a great place to…
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline ā June 30 ā could force long-hidden problems into the open. Thatās when certain…
AI Layoffs Are Spreading Faster Than Expected
AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift ā not a temporary trend.
Every Crisis Has a Hidden Trade: Hereās Where the Smart Money Goes Next
When most investors hear the word ācrisis,ā they think about danger. But every crisis on Wall Street has another side: Opportunity.
Three Stocks to Buy as Investors Flee This $3 Trillion āShadowā Market
Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.
Why Weāre 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 donāt seem…
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. Thatās exactly the…
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…
The Private Credit Time Bomb Is Ticking
Private credit risk is rising fast. Here’s why the $3 trillion ‘shadow’ banking market could threaten stocks ā and how to prepare.
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