What's really moving these markets
China inflation supply chain

The latest economic data has me f***ing scared

Amid the latest (alarming) economic data, here’s how to protect your portfolio… and set yourself up to profit. Plus, China’s woes foreshadow bad news for the U.S… And an urgent briefing on what’s ahead for the markets.

The commodity trade is far from over

The perfect time to buy commodities… Coal investors stand to make a ton of money… And why rising oil prices give the Fed wiggle room… Plus, why Biden’s sanctions actually help Russia… And why SPACs are terrible for investors.

When an infrastructure bill passes… sell stocks

Today, Frank and Daniel share their take on top news: Should you add exposure to China? Will the infrastructure bill pass this year? (And why you should sell stocks when it does.) Plus, 3 popular stocks have pulled back… Are…