The AI boom is entering a more selective phase as investors demand proof that massive spending can produce revenue, cash flow, and durable profits. Read More
Stocks to Watch
When Bad Economic News Can Be Good News for Stocks
Why bad economic news can sometimes lift stocks by changing expectations for interest rates, inflation, Federal Reserve policy, and future corporate profits. Read More
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Just as the railroad barons of the nineteenth century believed there was no limit to the economic benefits of building more infrastructure, so too are the tech titans of today in an arms race to create more data center capacity. Read More
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Trillions in capex spending this year... and this sector is in the bullseye Read More
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Oil near $100 affects far more than gasoline prices, raising inflation, transportation costs, interest-rate risks, and pressure across household budgets and portfolios. Read More
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When the Federal Open Market Committee gathers on July 28 and 29, the safe money says nothing will change. Economists surveyed ahead of the meeting overwhelmingly expect the committee to leave its benchmark rate in the 3.5%–3.75% range for a fifth consecutive meeting, and an increase when the decision lands… Read More
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Having a proven system for correctly anticipating how Wall Street is going to react to chaotic events is the key to getting ahead in this market. Read More
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This isn't your Father's Russell 1000 Value Index Read More
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America’s $1 trillion interest bill is reshaping markets, raising borrowing costs, and changing where investors should position their portfolios. Read More
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Using a combination of AI and robotics, total joint replacement surgeries could soon be performed anywhere in the world using machines guided by surgeons thousands of miles away. Read More
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Most dividend stocks pay quarterly, which means long stretches of waiting between deposits. If you own a typical basket of blue chips, your income arrives in a few lumpy clusters – a flurry of payments in March, June, September, and December, then weeks of silence. That rhythm works fine for… Read More
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The richest quarter in U.S. banking history Read More
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The next big investment themes after AI may emerge from energy storage, robotics, biotech, space infrastructure, and digital identity. Read More
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AI technologies developed primarily in the United States are now being rolled out to foreign markets. Read More
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What's better than four quarterly dividends? How about five. Read More
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Technology surged 43.5% in Q2 2026 as AI enthusiasm returned, while Energy reversed sharply and became the weakest sector of the quarter. Read More
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If the Strait of Hormuz closes again and oil prices skyrocket again, I could double or triple my money on this trade. Read More