Can inverse ETFs save you from a pullback?
Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium.
This region is the ‘hidden frontier’ of the energy trade
The world's biggest oil companies are draining reserves faster than they're replacing them. That creates a powerful second-order trade: the frontier explorers that Wall Street has largely ignored until now.
The global oil market is running out of room for error
Global oil inventories are approaching a critical operating floor just as disruptions hit the Middle East, Russia, and Europe. Here's why the world's supply cushion is getting dangerously thin—and what investors should watch next.
The biggest growth trends have a scarcity problem
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.
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.
The 10-year note could break the market
If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.
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.
Rick Rule just told us where the real money is in resources
Rick Rule is the GOAT of resource investing—and we just sat down together to go through every major commodity on the board. From gold's pullback to uranium's structural deficit, the opportunities are bigger than most investors realize.
Japan’s currency crisis is more dangerous than you might realize
How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key executives? … Gold and oil companies have undergone a transformation… And more.
Alphabet is in a league of its own among hyperscalers
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.
This could be an ugly earnings season
Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.
The race to build an escape route around Hormuz
Iraq is studying a new western oil corridor that would bypass the Strait of Hormuz and deliver crude directly to the Mediterranean. The project remains years away—but it reveals where billions in energy infrastructure investment could flow next.
The Iran blockade changed the rate outlook again
The renewed U.S. blockade of Iran sent Brent crude surging… and forced investors to rapidly rethink the Fed's next move. Here's what to watch in oil, bonds, and your portfolio now.
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