"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
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, …
Source: J.J. Gouin / Shutterstock.com Listen to the audio version of this article (generated by AI). A former market maker on what comes next – and where the big money is flowing Last night, my colleague Jonathan Rose held his free $10K to $100K Challenge …
Listen to the audio version of this article (generated by AI). Small caps hit a wall… is Ray Dalio right about the AI bubble?… Luke Lango’s 6.5% stress test… why Louis Navellier sees a “stunning finish” to 2026… Last Wednesday, one day after the S&P …
Quantum computing could reshape the AI boom. Jonathan Rose has a different playbook for trading it. Listen to the audio version of this article (generated by AI). It took Facebook about 4.5 years to reach 100 million active users. ChatGPT did it in just two …
Listen to the audio version of this article (generated by AI). A quiet bull run with more juice… Brian Hunt’s “picks and shovels” … Tom Yeung on AI’s 100-day revolution… and Jonathan Rose’s catalyst playbook As I write on Tuesday, the S&P 500 and the …