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What's really moving these markets

You’d be crazy to count on a rate cut

Why it's crazy to expect a rate cut anytime soon… How the Fed is undermining its inflation fight… How to spot companies that will thrive in the crazy environment ahead… And GM's market-beating strategy. Plus, R.I.P. Charlie Munger.

An under-the-radar AI play poised to surge

Why Walmart could fall further from here—and which retail stock to buy instead… What’s behind Cisco's 180-degree reversal? … What the biggest money managers are buying and selling… And an under-the-radar AI play that will soon surge to all-time highs.

Buy this stock

A list of stocks that will surge into 2024… These small caps are ready to rally… An energy name for your watchlist… The media is wrong on Disney… And these billionaires should be in handcuffs. Plus, buy this insurance giant.

These stocks will surge through year-end

Why the current rally is a little crazy… How the Fed's reckless policies created inflation… Why the best-performing stocks will keep surging through year-end (hint: it has nothing to do with fundamentals)... And how asset managers f*** over individual investors.

What to expect in the Fed meeting aftermath

The post-Fed meeting rally will be short-lived… Strong earnings from a few all-star stocks… One of the most important factors of any successful business… Disney is crashing—but it's still too expensive… And this best-of-breed crypto is about to skyrocket.

Will there be a year-end rally?

Don't count on a seasonal rally… Why Bitcoin is surging… What to make of the selloff in Alphabet (GOOG)… Why EV demand is cratering… Disney (DIS) is setting itself up for a crash… And a REIT with major upside.

Prep for a recession with these assets

What Jerome Powell got wrong about inflation—and why we must prepare for a recession… We'll see earnings growth from two sectors—but it will mean more pain for consumers… And assets you should have exposure to right now.

The REAL odds we’ll see a recession

Economists are WRONG about a recession… Don't count on the Fed to cut rates… Which companies will benefit as natural gas prices surge… The latest earnings results from big banks… And how to play the uranium bull market.

The biggest trend of my lifetime

Tokenization is the trend of a lifetime… Why stocks could rally, despite the rising risks… And the most important numbers to watch this earnings season. Plus, why you shouldn't start a podcast.

How crypto could decide our next president

The Fed is about to make a big mistake... Will weight loss drugs kill consumer staples stocks? … The latest from Sam Bankman-Fried's fraud trial… Bitcoin's role in next year’s presidential election… And how to play the energy bull market.