Prepare for a 10–20% market pullback

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.

Stop believing this lie about the U.S. dollar

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.

Strait of Hormuz

The Hormuz math just got even uglier

Iran launched attacks on U.S. military bases in Bahrain, Kuwait, and Jordan—retaliation for American strikes near the Strait of Hormuz. As the escalation keeps climbing, here's what the numbers actually tell you about the risk ahead.

Brace for a market pullback

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.