The beginning of the end for OPEC
The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAI piece.
If you own Tesla shares, you need to listen to this
Important advice for Tesla (TSLA) shareholders. Plus, Kevin Warsh's hearing… 3 AI winners with way more upside… A lesson from Avis (CAR) on shorting stocks… Boeing (BA) is going to $300… And a rare opportunity to buy a monopoly.
Will we get 3 rate cuts in 2026?
Forget rate hikes—the Fed could cut 3 times this year. Plus, what drove the market to its all-time high? … Taiwan Semi's (TSM) earnings… Broadcom (AVGO) & Meta's (META) partnership… An earnings trade on a beaten-down SaaS stock... And more.
Andrew Horowitz: How to play the Iran conflict
Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)?
Amazon will surge 100% within 18 months
Amazon’s (AMZN) market cap is poised to double. Plus, can Bitcoin (BTC) help reopen the Strait of Hormuz? … An energy stock set to soar… Meta’s (META) new AI model… And 3 big winners from CoreWeave’s (CRWV) latest AI deal.
Will the Strait of Hormuz reopen soon?
Is Iran planning to reopen the Strait of Hormuz? Plus, the Artemis II… Trump's address to the nation… Ely Lilly's (LLY) GLP-1 pill… Don't bet against Tesla (TSLA)... Private equity pain… AI-driven layoffs… And CoreWeave's (CRWV) historic deal with Meta…
Is it finally time to buy Nike?
Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge.
3 ripple effects of the Iran conflict that the market is missing
The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.
Can crypto solve the housing crisis?
Will tokenization lower mortgage rates? Plus, the Strait of Hormuz impacts more than oil… The worst management team ever… This under-the-radar stock will surge on Apple's (AAPL) latest news… And an AI leader trading like a value stock.
Is a ceasefire with Iran on the horizon?
U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership.
The market is wrong about rate cuts—and that’s a big problem
The market is still betting on rate cuts. But inflation remains elevated, and energy disruptions are adding new pressure. If cuts don't come, it spells trouble for the market. Here's what you need to know.
What the latest Iran escalation means for the energy sector
The latest developments in Iran are a major blow to the energy market. Plus, Powell's press conference…. Why is gold selling off? … Meta (META) is ditching the metaverse… And why is Micron (MU) pulling back after blowout results?
Why Trump must end the Iran conflict ASAP
Iran is painting President Trump into a corner. Plus, from fertilizer to oil: these stocks will soar as the Iran conflict drags on… A sporting goods stock to buy—and one to avoid… And an AI infrastructure play with incredible growth.
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