AI is leveling the playing field for small caps
After spending years lagging the broader market, small caps are starting to quietly outperform Big Tech. And AI may be the reason. Here's what investors should watch.
After spending years lagging the broader market, small caps are starting to quietly outperform Big Tech. And AI may be the reason. Here's what investors should watch.
The market is sitting near all-time highs… But under the surface, some of the most recognizable names in tech are quietly getting crushed. Here's what the index isn't telling you… and what to watch going forward.
U.S. inflation climbed to 4.2% in May, the highest reading in more than three years. Here's what the data actually says, what the Fed is likely to do next, and how to position your portfolio for higher-for-longer rates.
These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market.

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.”
Gold just cracked $4,000 an ounce—a sharp reversal from its all-time high in late January. Here's what's driving the selloff, what the smart money is doing, and where the real opportunity lives from here.
South Korea's KOSPI index crashed 10% in a single session, triggering a circuit breaker for the third time this year. The damage spread directly into the Nasdaq. Here's what's actually driving it, and what it means for your portfolio.
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more.
The U.S. government's Intel stake changed how investors viewed the company almost overnight. But the bigger lesson is about supply chain dependence… And this sector may be Washington's next major focus.
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.
Warsh's first Fed meeting: Rate hikes are on the table. Plus, the oil opportunity no one is talking about… Intel (INTC) proves the "Trump circle" thesis… Is SpaceX (SPCX) a buy on its pullback?... And stocks losing the AI race.
The Fed held rates steady on June 17—but the real news was that the FOMC quietly stripped "easing bias" language out of its statement, and the dot plot now points toward hikes. Here's what that actually means for your money.
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha.
Rick Rule is the GOAT of resource investing—and we just sat down together to go through every major commodity on the board. From gold's pullback to uranium's structural deficit, the opportunities are bigger than most investors realize.
Oil is dominating the headlines. But the biggest energy trade to come out of the Iran conflict is uranium. Let’s look at the math breaking down uranium’s upside… and how to play it.
Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium.

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.”