Big banks are quietly printing money—and there’s way more upside
Big banks just reported excellent earnings—and the upside is just getting started. Here's why this is the best environment for financials in 30 years… and how investors can profit.
These sectors could be the next ‘Trump trades’
Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.
Netflix is dead
Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment?
Trump’s Venezuela raid: What it means for inflation, energy, and investors
Venezuela's sudden return to the headlines isn't about overnight oil supply. Here's what it means for the energy market, inflation, and volatility… and how investors can play the situation.
Bitcoin’s selloff sets up the next big rally
Bitcoin has just gone through one of its ugliest stretches in years. But this is exactly the kind of setup that tends to precede huge crypto rallies. Here's why… and how investors should play the situation.
Trump’s new $1.5 trillion budget is great for this sector
These stocks will thrive on Trump's new budget. Plus, Energy Secretary Wright's speech… A metric more important than valuation… Are Gap (GAP) and Nike (NKE) buys?... And a heavyweight investor just took a huge position in this retailer.
Frank’s No. 1 stock pick for 2026
This stock has been a black eye for years—but it’s about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI.
Is AI in a bubble?
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.
The U.S. and China are in a data center arms race
Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market.
This tiny disruptor is giving Airbnb and Vrbo a run for their money
Savvy CEO Eric Goldreyer breaks down his remarkable track record (including 8- and 9-figure exits)... how Savvy's brilliant model is disrupting the vacation rental market… the company's explosive early growth… and his 3–5-year vision.
Watch out for this… BEFORE you plan your year-end tax moves
As tax season approaches, smart investors are using "tax loss harvesting" to offset their tax bill. But if you own mutual funds, closed-end funds, or ETFs, there's another factor to watch for before you make any year-end tax moves.
This simple strategy could save you big $$$ on taxes
While your portfolio might be sporting some nice gains for 2025… there are probably a few losers as well. Fortunately, there's an easy way to turn these losses into tax savings—if you understand the rules.
These sectors are poised for major upside in 2026
Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.
Are we in an “AI-or-bust” market?
Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down whether we're in an "AI-or-bust" market… her step-by-step process for finding winners… the sectors she's watching closely in 2026… and much more.
The winner of Trump’s China chip deal isn’t Nvidia…
Trump's chip deal with China sparked controversy, but investors are focused on the wrong headline. Beneath the politics is a massive market shift… and a smaller player stands to gain far more than Nvidia (NVDA) as access expands.
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.”
Search by
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.”