Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate.
Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back.
What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall.
These 11 stocks are poised to thrive under the Trump Administration—including tech, ecommerce, and banking giants… a stock with a nearly unlimited total addressable market… and two stocks that could easily double within two years.
Are Trump's tariffs done for? … Nvidia's (NVDA) earnings... What are 'Bit bonds'? … Bitcoin 2025… Tokenization… Never sell your Bitcoin—do this instead… Is Salesforce (CRM) a buy? … Amazon (AMZN) should acquire this retailer… And buy this beaten-down stock.
Tariffs are a catalyst for these stocks… Time to buy China? … Why gold is rising… Did MicroStrategy buy Bitcoin's top? … Gensler's abuse of power… Is it time to sell Dick's (DKS)? … And small-cap energy stocks to watch.
Why so many companies are reporting disastrous earnings this season… And the one sector bucking the trend. Plus, how to position yourself for outsized returns in crypto over the next 18 months.
Some of the world’s largest companies have been tokenized… and...
Welcome back to another episode of Wall Street Unplugged. My...
I enjoy reading investment books. From Peter Lynch’s One Up...
From aggressive deregulation to pro-manufacturing policies, a focus on defense, and the landmark “Big Beautiful Bill” funneling trillions into the economy, Trump’s policies are already favoring specific sectors… And companies tied into those trends stand to benefit big.
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