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The One Market Edge Wall Street Can’t Steal From You
Small-cap stocks may lead after Fed rate cuts, giving individual investors an edge Wall Street is too big to use.
The Wall Street Game Is Rigged ā but This One Advantage Belongs to You
Today, I want to show you the one place where your permanent advantage over Wall Street is most powerful ā and how I’ve spent nearly…
Warren Buffett Canāt Make This Trade. You Can.
For nearly 50 years, quant investing legend ¶¶Ņõ×īŠĀ°ę has built his reputation by identifying fast-growing companies before Wall Street fully catches on. Lately, Louis…
Apple Upgraded, American Express 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…
The AI Boom Is Building Fences Around the Economy
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
Reddit Upgraded, Spotify 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…
The āPowell Eraā Ends with a Divided Fed
Powell’s final actā¦ more of the āwait and seeā approachā¦ the Warsh Fed takes shape ā¦ why the balance sheet matters more than the interest…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
The Market Now Expects a Rate Hike. Louis Disagrees
From two cuts to a hike in five monthsā¦ why Louis says the market is misreading thisā¦ the Bessent-Warsh playbookā¦ how to be positioned before…
Warren Buffett Is Nervous. ¶¶Ņõ×īŠĀ°ę Is Buying.
No progress on peace talks over the weekendā¦ why Buffett doesnāt like todayās marketā¦ why ¶¶Ņõ×īŠĀ°ę loves todayās marketā¦ but Luke Lango is telling…
The Software Crash Thatās Creating the Next 1,000% Winners
Mythos isnāt just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructionsā¦ to…
Xerox Is an AI Trap ā This Company Is a Better “Match”
In todayās Smart Money, Iāll look at a company that highlights the limits of legacy AI Appliers struggling to adapt as A-AI accelerates. Then, Iāll…
One Stock to Cut Through the AI Noise
The data seemed clear ā but that doesnāt mean the conclusions were. During World War II, U.S. military analysts examined bombers that had safely returned…
Donāt Let a Divided Federal Reserve Distract You From the Next Wave of AI
āI wonāt see you next time.ā Thatās how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
This 150% Run Is Just the Beginning
The AI trade shifts to CPUsā¦ Luke Lango with a batch of AI stocks to considerā¦ Jonathan Rose eyes a Canadian oil squeeze ā¦ Louis…
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
3 Small-Cap Stocks to Buy Before May 15
¶¶Ņõ×īŠĀ°ę hasĀ identifiedĀ 53 small-cap stocks he calls hisĀ āExclusion ListāĀ ā companies that are simply too small for major Wall Street firms to buy aggressively.Ā ToĀ give you a…
Todayās AI Giants Could Be Tomorrowās Disappointments
Will todayās AI builders ultimately follow the path set for themā¦ while a new class of āAI Appliersā quietly captures the real upside?
The AI Job Shake-Up Could Create Big Winners ā and Losers
There is a new type of AI making its debut that doesnāt answer questions and or wait for instructions. It goes out into the world,…
The AI Nobody’s Talking ¶¶Ņõ×īŠĀ°ę Is Already Picking Winners
To understand why Mythos matters, you need to understand whatās been building underneath it. A new kind of AI that doesnāt just respond to promptsā¦…
AI Isnāt Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. Thatās not usually how it works. My…
Why the Biggest AI Winners May Not Be AI Companies
¶¶Ņõ×īŠĀ°ę will explain how AI’s latest shift is already beginning to play out ā including one under-the-radar āapplierā weāre giving you free todayā¦
Missed the Mag 7 Gains? Hereās Your Second Chance
The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…
Donāt Buy the Railroads. Buy the Campbellās.
In this issue, weāll show you exactly how a market shift is already beginning to play out ā including one under-the-radar AI āapplierā weāre giving…
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