Why higher rates aren’t hurting Bitcoin
Bitcoin is holding near $80,000 despite rising interest rates and attractive yields on cash. Here's why investors are still buying, what could drive the next rally, and how to approach Bitcoin today.
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 hedging AI while traders bet on a rebound
Wall Street is hedging AI with credit default swaps while traders pile into a 3x chip ETF. Here's what it means and how to position.
Wall Street’s biggest risks are starting to collide
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.
Uranium is at an inflection point
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.
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.
Eli Lilly won the first round of the weight-loss boom. Who wins next?
GLP-1 drugs have turned Eli Lilly into a trillion-dollar company. But growing competition and changing consumer habits are creating new investment opportunities. Here's where Frank is looking next.
A silent bear market is hiding under the S&P 500’s record high
The S&P 500 is near a record, but the majority of its stocks trade at least 10% below their highs. Here's why that's an opportunity, three sectors to buy, one to avoid, and what to watch into year-end.
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.
Forget the P/E ratio—focus on these metrics instead
If you use P/E ratios to gauge valuation, you might be missing the bigger picture—and overlooking some of the market's best opportunities. Here's what to look at instead… and an "expensive" stock that's a buy on any pullback.
Why Q3 earnings season could get ugly fast
The 10-year Treasury yield just hit a 24-year high, and diesel recently hit a record, both after companies last gave their outlooks. Here's why earnings guidance is the biggest risk in the market right now... and which stocks are most…
The stock market is hiding a major warning sign
The Nasdaq is hovering near record highs, but many recognizable stocks are struggling underneath. Here's why a handful of megacaps can mask widespread weakness—and what investors should watch next.
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.
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