What's really moving these markets

The real chokepoint at the Strait of Hormuz

War-risk insurance premiums on Strait of Hormuz transits have surged from pre-war levels, and shipping traffic has collapsed by roughly 95%. Here's how insurers are controlling oil transit… and what it means for your portfolio.

Rate cut

The first rate cut will be bigger than expected

What's behind rising insurance costs? … The Fed could cut rates by 50 basis points … Are Home Depot, Starbucks, or Chipotle buys? … One of the best opportunities in the markets… And get bullish on these resource companies.

Why you’ll soon own Bitcoin and like it

These investors were big winners in 2023—should you follow them in 2024? … Why auto insurance premiums keep rising… How the uptick in inflation impacts the bulls' thesis… Bitcoin ETFs are officially trading… And an under-the-radar AI play.

Everyone hopes for this

Why the latest rate hike won’t make a dent in inflation… And the drastic (mis)step the Fed should avoid. Plus, this week’s Dollar Stock Club pick is an industry leader set to benefit from higher interest rates.