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The markets appear to be heading into a perfect storm. There are few if any indications that War in Iran will end soon or easily. Despite the U.S. and Israel…
The following is an excerpt from a private clients market update that went out last week… I’ve been increasingly concerned about stocks for weeks now. In the last week I’ve…
Big Tech caught a bounce on Friday when the Supreme Court ruled that the Trump administration did not have the authority to impose tariffs via the International Emergency Economic Powers…
The financial system is issuing warnings… but few are listening. Much of the stock market rally has been driven by a $USD collapse. This is the famed “debasement trade” through…
It’s increasingly difficult to piece together the true state of the economy. I’ve raged about the quality of economic data in this country for years. At this point things have…
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…
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Chief Market Strategist at Phoenix Capital Research and author of the bestselling books The Everything Bubble and Into The Abyss.
Graham Summers, MBA is a world-renowned expert in central bank policy and its impact on the financial markets. In 2014 he coined the term The Everything Bubble. In 2017 he published the best-selling book of the same name. With over 20 years of experience in market analysis and investment strategy, Graham has personally analyzed over 1,000 businesses and countless investment opportunities. Graham earned his MBA from the prestigious Fuqua School of Business at Duke University.
"Graham's analysis is the first thing I read every morning. His ability to cut through the noise and identify what actually matters has been invaluable to my portfolio."
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