"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
The market is already picking winners and losers. Here’s how to stay ahead of the rotation. Listen to the audio version of this article (generated by AI). Back in 2000, American wrestler Rulon Gardner faced one of the most feared athletes in Olympic history. His …
This Week For markets, it was the midterms and then everything else this week. The elections saw Democrats make big gains across the board. While a few races have yet to be called, prediction markets are putting the Democrats gains at: As much as Democrats won, …
An Army drone demonstration reveals an investment opportunity hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: Cheap drones can create an expensive problem for the military – and a lucrative new business for the companies that …
Cisco offers a warning as the Mag 7 pour billions into AI. Listen to the audio version of this article (generated by AI). Hello, Reader. While trick-or-treaters fill neighborhoods across the U.S. tonight, our neighbors to the south are preparing for another celebration: Día de …
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on …
Listen to the audio version of this article (generated by AI). October has been a month of contradictions… First, the September inflation data was horrific, igniting concerns that the Federal Reserve will continue raising interest rates. But Treasury yields declined sharply, with the 10-year Treasury …
Even if the AI company becomes a spectacular success, its rumored IPO valuation could leave investors disappointed. Listen to the audio version of this article (generated by AI). Hello, Reader. Single-number roulette is one of the worst bets you can make in a casino. The …
This Week It was a slow week for data (no offense, PMIs), so markets were once again focused on the artificial intelligence (AI) trade and developments in the Iran conflict. AI stocks sell off as mega-cap earnings beats aren’t enough to offset costs concerns. We …
The railroads built the network. Someone else made a fortune using it. Listen to the audio version of this article (generated by AI). Editor’s Note: When my friend and colleague Eric Fry makes a bold call, I pay attention. And I think you should, too. …
The biggest AI profits may no longer be flowing to the Magnificent Seven, but to the companies supplying them. Source: Oil and Gas Photographer / Shutterstock.com Listen to the audio version of this article (generated by AI). Hello, Reader. There is a common pattern in new technology cycles, …