The True Story Behind Gold’s Collapse
After years of watching gold prices tread water under $2,000 an ounce, we’ve seen the metal soar to more than $5,200 practically overnight. And there…
Andrew Zatlin
AI Is Leaving The Cloud. Here’s Who Gets Paid When It Does
For the better part of three years, the Physical AI narrative — the idea that AI would move off the cloud and into the physical…
Four Stocks Prospering From The $700 Billion AI Spending Boom
The internet buildout was real. Networks got built, servers got installed, and infrastructure spending exploded. Investors who understood that trend made fortunes. The AI buildout…
The Bullish Case For Energy Just Got Stronger
After a particularly strong week, the State Street Energy Select SPDR ETF (XLE) is now the best-performing S&P 500 Index sector ETF of 2026, up…
You’re Probably Looking At The Wrong Quantum Computing Stocks
Back in 2022, Congress passed the CHIPS and Science Act to ostensibly bring semiconductor manufacturing back to American soil. The government cited national security and…
Should You Nibble On The SpaceX IPO?
At long last, Elon Musk’s SpaceX is going public later this year under the ticker symbol SPCX. If all goes as planned, it could become…
There’s A New Sheriff In Town
Now, I realize that for most people, discussing Federal Reserve policy isn’t exactly exciting. But speaking as a macroeconomist, that’s precisely what keeps so many…
The Best AI Investment Right Now Isn’t In Silicon Valley
Recently, I read an interesting article in The Epoch Times discussing the condition of the U.S. power grid. It was not a confidence-inspiring read. However, the…
Why X Money Could Be Bigger Than PayPal Ever Was
When you think about Elon Musk’s defining business achievements, what comes to mind? Tesla and SpaceX to be sure. As impressive as those growth stories…
Earnings Season Just Proved The AI Economy Is Splitting In Two
For months, we’ve argued that the global economy is quietly splitting in two. On one side: companies building and powering the artificial intelligence revolution. On…