The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.
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.
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.
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.
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 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.
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.
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 (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.
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.
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 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.
Markets spent three weeks pricing in relief from the U.S.-Iran ceasefire. Now that trade is cracking. With the Strait of Hormuz back in focus, here’s what investors need to watch.
U.S. inflation climbed to 4.2% in May, the highest reading in more than three years. Here's what the data actually says, what the Fed is likely to do next, and how to position your portfolio for higher-for-longer rates.
