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The AI Boomās Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesdayās capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
The Fed Didn’t Raise Rates Wednesday ā So Why Did the Market Plunge?
Weāll break down the Federal Reserveās latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawkā¦ the ADP jobs report comes in softā¦ the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the redā¦ Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In todayās Smart Money, letās take a look at SpaceXās earnings. Then, weāll explore where the biggest opportunities may emerge as this new space economy…
How to Think Like the Investors Who Bought Google Early
Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asteriskā¦ the sector actually carrying the loadā¦ and the guy who keeps building things nobody saw coming
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
Google Beat but AI Stocks Are Still Sinking. Whatās Going On?
Luke got the earnings right, but the timing wrong ā¦ here’s what comes nextā¦ an AI event this Thursdayā¦ how to play the data center…
Inflation Cooled to 3.5%. But Does the Fed Care?
Why the biggest CPI drop since 2020 still leaves a hike on the tableā¦ the market doesnāt seem all that happyā¦ what the futures market…
The Nile Flooded Every Year ā So Does This Stock
Looking back can often help us see whatās likely to happen next. That approach has enabled Keith Kaplan and his team at TradeSmith to deliver…
The Market Leaves Clues. Hereās How to Find Themā¦
In todayās guest essay, Keith explains why he spends less time trying to predict the future ā and more time studying the patterns history has…
You Don’t Need a Crystal Ball When You Have a Calendar
In todayās Friday Digest takeover, the TradeSmith CEO makes the case that one of the marketās most reliable signals isnāt found in the latest headline…
Follow the Smoothie, Not the Beer
Gen Z wellness spending is shifting dollars from bars and beer to fitness, recovery, and functional drinks ā creating a new stock trade.
The Man Who Got Rich by Walking Away
Sometimes, the best way to play an investment boom is to walk away from it. The success story of āWheelbarrow Johnnyā makes that case.
Forget the AI Bubble Talk. Watch This Number Instead
Why everyone’s arguing about an AI bubble when they should be watching a price tagā¦ what two Big Tech CEOs are begging forā¦ watch this…
How to Buy This AI Selloff Without Catching a Falling Knife
From optical components to nuclear power to space solar, Luke Lango applies the jade trader’s test-hole method to five reader-requested AI stocks.
2 Stocks to Escape the Summer Crush
Much of East Asia treats its Lunar New Year like Christmas. People splash out on fancy vacations and gifts. For them, February is their month…
Where to Invest When Great News Isn’t Enough
In todayās Smart Money, Iāll explain how the same expectation gap that humbled the Beatles is now appearing in the AI marketā¦ and why Samsungās…
JPMorgan Just Challenged the Cloud-Only AI Thesis
JPMorgan’s SambaNova deal shows why on-premises AI inference may become a major market for banks, healthcare, and government.
5 AI Stocks Wall Street Is Selling That You Should Be Buying
While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.
The Real Story Behind the Disappointing Jobs Report
Payrolls crash to 57,000ā¦ why markets cheered anywayā¦ the trend Warsh actually needs to seeā¦
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