What's really moving these markets
Andrew Horowitz, The Disciplined Investor

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)?

Strait of Hormuz

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…

Musk vs. Trump

Musk vs. Trump: Is Tesla in trouble?

Should you avoid Tesla (TSLA) as Musk and Trump clash? … Plus, the Circle Group (CRCL) IPO… AI and unemployment… Is the bond market about to crack? … A financial disruptor poised for new highs… And this commodity will surge.

Meta, Tesla, Microsoft: Are these stocks buys?

Is Meta (META) a buy? … Musk's $10 trillion Tesla (TSLA) claim… What Microsoft's (MSFT) earnings prove about the market… Several stocks to buy… This tech giant is turning things around… And Trump's funding freeze creates a great trade opportunity.

The biggest scam on Wall Street

A recession in 2025? … Elon Musk's shady move… Buffett can't get enough of this oil stock… What Southwest's shakeup means for consumers… This company is pulling a major scam… And a leveraged trade on the world’s greatest company.