The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.
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 market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world.
If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.
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."
A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.
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.
Big Tech is spending hundreds of billions in AI… and the bond market is growing more reluctant to absorb the massive debt without demanding higher yields. And this issue could quickly spread to equities.
The Fed held rates steady at its June meeting, but the minutes show the committee was split almost exactly down the middle on the direction of interest rates for 2026. It's a signal for every investor paying attention.
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.
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.
For decades, the 60/40 portfolio was hailed as the ideal investing setup. But in today's economic reality, that formula isn't working like it used to. Let's look at why… and share some alternatives to the classic 60/40 setup.
The Powell vs. Trump fight is heating up… And the Treasury is pulling strings to circumvent the Fed. Plus, our GDP forecast… Big Tech earnings… 2 "boring" stocks to buy… And is the 60/40 portfolio dead?
Should you avoid Tesla (TSLA) as Musk and Trump clash? … Plus, the Circle Group (CRCL) IPO… AI and unemployment… Is the bond market about to crack? … A financial disruptor poised for new highs… And this commodity will surge.
