What's really moving these markets
2026

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.

One of the only AI pure plays in the market

There aren't many AI pure plays—this is one of them. Plus, inflation is officially here: Stocks to avoid… Is Circle (CRCL) a buy on its pullback? … The Bullish (BLSH) IPO… And a trade on surging data storage demand.

60/40 Portfolio

Is the 60/40 portfolio dead?

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.

Bitcoin

Trump will get his crypto bill passed

I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a word of caution on…