The easy AI hyperscaler trade is over
For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.
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You can’t save your way to wealth—what to do instead
Think saving will make you rich? Think again. This article breaks down why the system is rigged against savers—and shows you the smarter path to real wealth.
Is the Mag 7 trade falling apart?
Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.
Davos takeaways: How to invest as the global system breaks down
World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail.
The ‘stablecoin threat’ banks don’t want you to know about
The Clarity Act sparked backlash—but the real fight isn't about crypto regulation. It's about banks protecting deposits and interest income from stablecoins. Here's what investors need to know.
Big banks are quietly printing money—and there’s way more upside
Big banks just reported excellent earnings—and the upside is just getting started. Here's why this is the best environment for financials in 30 years… and how investors can profit.
These sectors could be the next ‘Trump trades’
Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.
Netflix is dead
Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment?
Trump’s Venezuela raid: What it means for inflation, energy, and investors
Venezuela's sudden return to the headlines isn't about overnight oil supply. Here's what it means for the energy market, inflation, and volatility… and how investors can play the situation.
Bitcoin’s selloff sets up the next big rally
Bitcoin has just gone through one of its ugliest stretches in years. But this is exactly the kind of setup that tends to precede huge crypto rallies. Here's why… and how investors should play the situation.
Trump’s new $1.5 trillion budget is great for this sector
These stocks will thrive on Trump's new budget. Plus, Energy Secretary Wright's speech… A metric more important than valuation… Are Gap (GAP) and Nike (NKE) buys?... And a heavyweight investor just took a huge position in this retailer.
Frank’s No. 1 stock pick for 2026
This stock has been a black eye for years—but it’s about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI.
Is AI in a bubble?
Everyone’s calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
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