What's really moving these markets
Tesla

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.

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…

Iran War

How to invest for the Iran War

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade.

The Fed is dropping the ball on AI

Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.

2026

These sectors are poised for major upside in 2026

Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.

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.

5 solid stocks trading at huge discounts

Disney (DIS) is in survival mode… Germany's big move… 5 beaten-down stocks to watch… Don't overlook this tech name... What's driving Autozone (AZO) higher? … This biotech stock's pullback is overdone… And a trade on tomorrow's crypto summit.

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.

Gold

A solid trade setup in the gold sector

Will the Fed tank the markets if Trump wins? … Stop fearing tariffs… The BRICS summit could benefit these assets… Tesla's (TSLA) blowout quarter… Is Newmont (NEM) a buy? … A solid gold stock trade… And an under-the-radar energy crisis.

Trump vs. Harris: Who’s better for the market?

The upside of Google and Tesla's weak earnings… How to find the best AI stocks… Trump vs. Harris vs. the market… A historic Bitcoin 2024… How to profit from reckless government spending… And Crypto 2024: 5 Critical Catalysts.