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What's really moving these markets

Oil is surging for the wrong reasons

Will the dockworkers' strike help Powell? … Today’s market vs. the dot-com bubble… The new poster child for bad buybacks… Is AI demand slowing? … Oil is surging for the wrong reasons… And will Bitcoin hit $5 million?

Uranium bull market

Why this uranium bull market has way more upside

This asset manager is wrong on China… AI's next phase will be massive… Can you trust OpenAI after its sneaky move? … Two auto stocks to watch… A game-changer for uranium… And a trade on a left-for-dead AI play.

AI

An AI stock to watch… and one to avoid

Alexa's political bias… Tomorrow's jobs report is critical… Nvidia's (NVDA) supposed DOJ subpoena… China’s crumbling economy… Avoid this BS "AI" stock… Are automakers buys? … The United States Steel (X) saga… Watch this AI stock's earnings… And the oil pullback.

How to profit from a new supply chain crisis

The Canadian railroad strike has sent shockwaves through the economy… And if it doesn't end soon, it could quickly spiral into a supply chain crisis. But, while the situation will hurt countless companies… one stock is poised to benefit.

The revised jobs data is a f***ing joke

The jobs data revisions are a joke… Time to get bullish on this aggravating sector… The current environment is perfect for Target and Walmart… The DNC's price controls are a terrible idea… And why Ford and GM could plummet 30%.

This AI play could boom

Is Frank changing his bearish tune on Disney (DIS)? … A major geopolitical risk to watch out for… This AI play has way more upside… 2 stock watchlists as we wait for rate cuts… And Tucker Carlson's interview with Putin.

The government is creating another banking crisis

Don't expect an interest rate cut in March… What to expect from Amazon (AMZN), Apple (AAPL), and Meta (META) earnings... The government is creating another regional banking crisis… And this automaker is rewarding shareholders in a major way.

Why you’ll soon own Bitcoin and like it

These investors were big winners in 2023—should you follow them in 2024? … Why auto insurance premiums keep rising… How the uptick in inflation impacts the bulls' thesis… Bitcoin ETFs are officially trading… And an under-the-radar AI play.

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.

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 terrible ripple effects of the COVID stimulus

The economic impact of the autoworkers' strike—and an auto stock setting up for a great trade… Will interest rates hit 7%? … The ripple effects of the government's COVID stimulus… And a mega-cap growing twice as fast as the market.

Why Fitch was right to downgrade the U.S.

The ugly reality behind Fitch's credit downgrade… Why we’re in a much worse situation than during the 2011 downgrade… And the silver lining in the downgrade. Plus, why automakers refuse to face the truth about electric vehicles.