Forget chips—these overlooked sectors are the real AI winners
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.
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The dark side of Wall Street’s tokenization boom
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.
How to find bargains—and avoid losers—in a selloff
In today's volatile environment, we're seeing strong companies pull back sharply alongside weaker ones. That creates opportunity… but also risk. Let's take a look at how to spot a true bargain during the selloff… and what to steer clear of.
Stocks finally have real competition
For years, near-zero rates pushed investors into stocks. Today, cash and bonds offer attractive returns again—changing the market's risk/reward setup and giving investors more reason to be selective. Here's what it means for your portfolio.
The biggest growth trends have a scarcity problem
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.
Wall Street is watching AI stocks. It should be watching AI debt.
AI demand remains incredibly strong. But as Big Tech's spending overwhelms its free cash flow, more of the buildout is being financed with debt… just as borrowing costs are rising. Here’s what investors need to watch.
3 ripple effects of the Iran conflict that the market is missing
The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.
The AI arms race has a power problem nobody planned for
Big Tech is preparing to spend more than $1 trillion a year on AI infrastructure. But the power needed to bring those projects online is in short supply. Companies sitting on power capacity could hold a major advantage.
You can’t save your way to wealth—what to do instead
Think saving will make you rich? Think again. This article breaks down why the system is rigged against savers—and shows you the smarter path to real wealth.
The Treasury may be replacing the Fed as Wall Street’s backstop
Treasury Secretary Scott Bessent is signaling he won't simply stand by if long-term yields keep climbing. With deficits near $2 trillion and borrowing costs rising, investors may be watching the birth of a new market backstop: the "Treasury put."
Old GPUs are changing the math behind the AI boom
One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.
3 warning signs that a dividend cut is coming
If you're an income investor, there's one piece of news you never want to hear: that a company in your portfolio is cutting its dividend. Fortunately, there are signs you can watch out for to help identify coming dividend cuts.
Nobody’s asking the most important AI question
Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already…
Bitcoin miners just found a better business model
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.
Why this confusing market may be healthier than it looks
The market is sending wildly conflicting signals, from rising yields to strong earnings and record stock prices. But history suggests investor skepticism can be healthy for the market. Here's why… and what could change the outlook.
The bond market just overruled the Fed
Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed doesn't directly control. Here's why the 10-year Treasury may be the market's most important number.
The best-kept secret to building wealth… and it’s shockingly simple
Reinvesting dividends is one great—and very simple—way to grow your wealth. Today, we'll go over how this method works… and share a few details that can make a big difference in the final outcome.
Ranked the #1 most listened-to podcast on iTunes financial/business segment.
Each week, Frank cuts through the media noise to reveal “what's really moving these markets.”
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