A Blast From the Past
I’ve got some good news for you… and some bad news. The good news is that Iran and Oman have ...
Tag: AI
The Gold is Still There!
Let’s start today with some good news: No one stole our gold! Senator Rand Paul just toured Fort Knox to ...
The WORST Way to Trade the AI Power Crunch
Here’s a number that will blow your mind: On average, ground is broken on a new hyperscale datacenter every two ...
AI Just Hit Its Next Bottleneck
Tech stocks absolutely killed it last week, taking virtually the entire stock market along for the ride. The State Street ...
The Market’s Best Defense Is Hiding in Its Scariest Neighborhood
I ran a defensive screener this morning before my coffee had even finished brewing. I knew what I was going ...
The Anatomy of a Sector With No Weak Links
I’m not going to beat around the bush. My system has identified one sector that stands far above the rest. ...
The AI Bill Is Coming Due
For the third straight week, energy led the pack. The State Street Energy Select Sector ETF (XLE) climbed another 3.4%, making it ...
The AI Capex Hangover Has Arrived
Google parent Alphabet (GOOGL) absolutely crushed earnings estimates yesterday after the closing bell. Revenues climbed 24%– a massive jump for a company ...
The Trillion-Dollar Robot Revolution is HERE
One of the most fascinating things about studying the job market is its constant evolution… It’s not static. New consumer ...
The AI Gold Rush Just Faced Its First Real Test
The AI trade is officially in a bear market. Wait… what? That can’t be right. Can it? Believe it or not, it’s true. ...
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