Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.
The world's biggest oil companies are draining reserves faster than they're replacing them. That creates a powerful second-order trade: the frontier explorers that Wall Street has largely ignored until now.
Everyone's calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
Global oil inventories are approaching a critical operating floor just as disruptions hit the Middle East, Russia, and Europe. Here's why the world's supply cushion is getting dangerously thin—and what investors should watch next.
Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.
Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”
After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium renaissance"... and how to benefit from this long-term secular trend.
Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government.
High interest rates, rising energy costs, and a more expensive AI buildout are creating new risks for stocks. Here's how these headwinds reinforce one another—and what investors can do to protect their portfolios.
The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?
Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power shortfall shows why companies with secured grid capacity could become the next major AI trade.
Advanced computing is lowering the cost of discovery… and increasing the value of information companies already own—like seismic surveys, exploration records, and other legacy datasets. Here's what it means for investors.
Our biases can lead to costly investment decisions. But one simple strategy can help you overcome biases by minimizing the "guesswork" in your portfolio… and automatically turn market declines to your advantage.
Leo Mann, author of Don't Sign That, shares the contract clause that could cost you your soul… the five clauses (and six words) you must pay attention to before signing anything… and the hidden danger of "shadow equity."
AI is fueling a power crisis—and the biggest winners aren't chipmakers. Discover why two under-the-radar sectors could deliver the next wave of massive gains as AI's energy demands surge.
Breaking down the hot PPI, rising energy prices, and how to prepare for the coming market correction. Plus, answering listener questions on Oracle (ORCL), Take-Two (TTWO), Meta (META), and Nike (NKE).
Tokenization promises to give everyday investors access to private markets. But Wall Street may be using the technology for another purpose: finding new buyers for trillions of dollars in private equity assets it has struggled to sell.
Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.
Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”
Yet one of the biggest investing problems hasn’t changed: By the time a great investment looks obvious, the largest gains may already be over.
In this free guide, we reveal the biggest edge you can have as an investor. Plus, give you six principles for finding great stocks early.
