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What's really moving these markets

Nvidia is the AI king, but…

NVIDIA’s earnings report shows the company will continue to dominate AI… But investors should have additional exposure to artificial intelligence… On the EV front, Rivian suffers some setbacks… And when will the Fed cut rates? Finally, the Bitcoin halving is…

Disney

Nelson Peltz won’t save Disney

Why the Fed hasn't won the fight vs. inflation yet... How investors can protect themselves from what’s ahead... And Nelson Peltz's uphill battle at Disney (and what it would take for Frank to recommend the stock).

The market sectors to buy—and avoid—now

Why Halloween isn't fun for kids anymore... What to expect from tomorrow's Fed meeting... What rising demand for HELOCs tells us about the economy... And which sectors to buy and avoid in this crazy market.

interest rate rise

Buy this sector as interest rates rise

Rising interest rates tend to hurt the value of stocks and bonds. But one industry earns bigger profits as rates go up. And there's an easy way for investors to gain exposure to this specific group of stocks.

Is the selloff nearing a bottom?

Frank Holmes of U.S. Global Investors explains why he doesn’t expect much higher interest rates this year… why everyone should have exposure to shipping—and how to get it… why he expects crypto prices to move much higher… and why the…