Energy Costs Will Be ‘Higher for Longer’ With Iran Resolution in Doubt
The “quick” return to “normal” is a myth. Even if there’s resolution soon, the damage will impact affordability.
Morgan Stanley Sends AI Trade Warning: Stop Buying
I’m enjoying the aggressive speculative trading, but growing worried about some upcoming catalysts and toppy technical action.
IPO Fever Is Back: What Investors Should Know Before Jumping In
As IPO buzz builds around names like SpaceX, let’s discuss the time machine temptation, risks, lock-ups and much more.
The Bulls Are in Charge, but 3 Negative Catalysts Loom
Investors must stay vigilant with these macro headwinds coming in.
Lower Oil Doesn’t Help a Market in Need of Rest
The market got nothing new on Iran except a harder line from President Trump.
Stock Rotation Surges While Iran Deal Remains Elusive
Small stocks are now leading and investors are finding plenty of names that are not wildly overbought.
U.S. Investors Feeling Impact of Chinese Securities Crackdown
The Chinese stock watchdog is increasingly applying the country’s securities law overseas.
How $1 Trillion IPOs, From SpaceX to OpenAI, Will Affect Your Portfolio
The SpaceX, Anthropic, and OpenAI IPOs could create market volatility.
Will Missiles Speak Louder Than Words as Peace Talks Continue?
Let’s pay tribute to a true hero as we brace for a big week of inflation news … and dissect the latest in Iran talks.
How a Gambler Becomes a Professional Speculator
Here are some rules for ensuring your speculation is more than just a gamble.