The dominant theme for the markets since late 2022 has been the AI trade. Since Chat-GPT was unveiled by OpenAI in November 2022, AI-related stocks have accounted for 75% of…
The market is a sea of uncertainty at the moment. Some of the key issues that are currently unknown: Any of these have the potential to unleash another market roller…
Something doesn’t add up. We are told that the economy is doing great. Indeed, the official metrics from the Fed suggest that U.S. GDP is currently clocking in at an…
The biggest opportunities in AI are no longer in Big Tech. For years, Big Tech’s success in the stock market was driven by two factors: Outside of speculation, investors buy…
The AI revolution is changing rapidly. And those investors who are properly positioned for it will catch the next wave of extraordinary gains. 2023-2025 were the years of AI software…
The King of Cheap Debt is living up to his name. Prior to winning the 2024 Presidential Election, former-President Donald Trump routinely attacked the Biden administration for increasing the debt.…
What’s going on with gold? Is this a garden variety correction or is the bull market in precious metals over? Is it time to buy or should investors stay away?…
What’s going on with gold? Is this a garden variety correction or is the bull market in precious metals over? Is it time to buy or should investors stay away?…
Was the entire AI story just an enormous bubble? The AI story, at least as it pertains to Big Tech hyper-scalers, is imploding in real-time. Oracle has erased ALL of…
The investing world is currently falling for one of the greatest trojan horse operations in history. The term “trojan horse” relates to the famous Greek poem Aeneid, which chronicles the…
Tim Cook is the CEO of Apple. But for some reason, he isn’t buying Apple (AAPL) stock. In fact, he hasn’t bought a share of AAPL in years. Instead, he’s…
Precious metals investors were just given a gift from the market gods. The correction in precious metals prices had NOTHING to do with fundamentals and EVERYTHING to do with sentiment/…
Is the bottom in for precious metals? Silver and gold were annihilated last week. Silver dropped over 35% while gold plunged 17%. To be clear, both precious metals were insanely…
There are rumors that the crash in precious metals has rendered several financial firms “insolvent.” The reality is that while stocks have hit new all-time highs, things have been troubling…
President Trump announced Kevin Warsh as the next Fed Chair this morning. I must be blunt: I did NOT see Warsh coming as the Fed Chair. His entire career he’s…
Stocks are due for a pullback. For the last month I’ve been noting that stocks were due for a correction. The reason for this pertained to the lack of underlying…
Japan’s bond market is blowing up. As I first outlined in my bestselling book The Everything Bubble in 2017, Japan is the grandfather of monetary policy insanity. The Fed first…
Perhaps the easiest, most profitable strategy in investing is to simply follow the smart money. Smart money can be corporate insiders: the people who actively run a company and know…
Something VERY bad is unfolding in the financial system right now. Gold just cleared $5,000 per ounce. Silver has broken above $100 per ounce and is now flirting with $110…
