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The U.S. Might Not Be Ready for the Next Phase of AI
China just made a massive bet on the future of its power grid. But it’s not doing it by building...
My New Book: Risk & Reward
Here are 7 of the biggest risks from the past 100 years or so of financial markets: 1. Following the...
A Big Bet on Small Nuclear
Nuclear power used to be a big story. It was all about big budgets and big plants. But after the...
The Melt-Up – A Wealth of Common Sense
After being down 7% on the year at the end of March, the S&P 500 is now up almost 9%...
The AI Race is Creating New Empires
Sam Altman is sitting in a courtroom waiting to defend OpenAI’s future. Meanwhile, reports recently surfaced that the company has...
Why Are Hedge Fund Managers Always Bearish?
I’ve written a number of pieces over the years about how hedge fund managers are seemingly always bearish. Ray Dalio...
Chart of the Week: Big Tech Isn’t as Big as You Think
How big is too big? As of last month, the Magnificent Seven stocks (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and...
Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
Sponsored Differentiated alternative investments developed for individual investors and their advisors CION offers institutional quality managers and strategies, in accessible...
Wake Up Early to Win Big In This Hot Market
The stock market is on absolute FIRE! If you really want to capitalize on this action… Wake up early. I...
Talk Your Book: Animal Spirits Live with F/m Investments
Today’s Talk Your Book is brought to you by F/m Investments: To learn more about F/m Investments click here: fminvest.com...
The Recipe for Weekend Trade Success
It was Friday. And I took a trade going into the close. It was a simple setup, a dip buy...
Half a Million Dollars – A Wealth of Common Sense
Goldman Sachs has a report out called the New Economics of Retirement with survey results from interviews with working and retired...
