The Labor Market Is Not Ready For What AI Is About To Do
While investors are worrying about Big Tech’s AI capex, the ground beneath our feet – the very foundation of how we earn a living –…
Luke Lango
Robotics Is About To Become America’s Most Important Industry
In 1961, John F. Kennedy declared that America would go to the Moon. This audacious goal wasn’t just about space or research but supremacy; and…
The AI Investing Cheat Code Just Got Patched
Wall Street is pricing Nvidia as if its dominance will last forever. It won’t. The capex budgets for 2026 are already being written, and they…
“Musical Chairs” As The Fed Edges Toward Rate Cut
This week, the financial Masters of the Universe were playing a game of “Musical Chairs” … I’m talking about the Federal Reserve’s Board of Governors,…
The Big Trade For 2026? Try Energy
Let’s talk about energy. In a year that has seen virtually everything explode higher, energy stocks have really lagged. Given the importance of energy to…
The Fed Can’t Fix U.S. Housing; But The White House Might
Back in early September, Treasury Secretary Scott Bessent hinted that the administration could declare a National Housing Emergency this fall. He didn’t share details at…
Economy At The “Tipping Point” In Q4
With the government now back open, official economic data releases are coming in fast and furious. And the data we’re seeing is a little ……
These Top Brands Are Beating Volatility
Consumer discretionary shares have really been taking a beating. Of course, in a cap-weighted index, the largest companies have an outsized impact on sector performance.…
Why Nuclear Fusion Could Be Just Around The Corner
Not long ago, fusion meant billion-dollar government labs and timelines measured in generations. But now, a handful of private startups (backed by tech billionaires and…
The Future Is Made Of Magnets
Once the hottest trade on Wall Street, rare earth stocks have been crushed in the last few weeks because Washington and Beijing called a short-term…