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…
Luke Lango
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…
Earnings Report Card: The Mag 7 Illusion
Let’s be honest, when you hear “Magnificent Seven earnings growth,” your brain probably conjures up an image of seven tech giants all firing on all…
The Sector That Followed Energy To The Top In 2026
2026 has been the year of energy. Oil and gas stocks started the year on a tear long before the Iran war started. And once…
Is The Next AI Gold Rush Happening Beneath The Ocean?
One iron rule governs every market cycle: follow the money. Right now, that money is flooding into AI infrastructure at an unprecedented pace. Hyperscalers are…
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…