What You’re Not Being Told About The AI Economy
There is a transfer of wealth unfolding right now that could rival some of the largest shifts in modern economic history – and very few…
Luke Lango
Forget The Headlines… This Market Has One Clear Winner
The State Street Energy Select Sector SPDR ETF (XLE), which includes all of the energy stocks in the S&P 500 Index, was up almost 3% last…
The OpenAI IPO Could Be The Biggest AI IPO Ever
Artificial intelligence is changing everything. AI is not the future. It is the present. Yet, there is a strange disconnect between that reality and how…
New Bull In Good Old-Fashioned Oil And Gas
The conflict with Iran is escalating, with no clear end in sight. The U.S. has the advantage in that this is a war of choice.…
Inside The Infrastructure Behind The AI Boom
Today, I want to unpack a topic you hear about a lot in financial media, but that many investors don’t fully understand: hyperscalers. A hyperscaler…
FOMO Is Dead… But These Stocks Are Alive!
Is the “fear of missing out” (FOMO) dead? It might be a little too early to start planning a funeral, as the “FOMO” trade has…
Who Wins From A Weaker Dollar?
Over the last 12 months, the U.S. Dollar Index (DXY) is down 9.2%. This means the dollar is weakening relative to other major world currencies.…
The Drone Supercycle Wall Street Still Hasn’t Priced In
The stocks that dominate headlines — from the Magnificent 7 to the latest AI darlings — tend to absorb all the market’s attention. Especially during…
Healthcare Stocks In The Crosshairs Of The Affordability Crisis
“Affordability” may be the most dreaded word in America’s political vocabulary. Nowhere is this more evident than in the cost of health insurance. The employer-sponsored…
Nine Tech Stocks With Juicy Margins
Operating margin measures a company’s efficiency by showing how much profit is generated from core operations for every dollar of revenue after covering variable costs…