Big Tech caught a bounce on Friday when the Supreme Court ruled that the Trump administration did not have the authority to impose tariffs via
The financial system is issuing warnings… but few are listening. Much of the stock market rally has been driven by a $USD collapse. This is
It’s increasingly difficult to piece together the true state of the economy. I’ve raged about the quality of economic data in this country for years.
The dominant theme for the markets since late 2022 has been the AI trade. Since Chat-GPT was unveiled by OpenAI in November 2022, AI-related stocks
The market is a sea of uncertainty at the moment. Some of the key issues that are currently unknown: Has the Mag-7/ Big Tech capex
Something doesn’t add up. We are told that the economy is doing great. Indeed, the official metrics from the Fed suggest that U.S. GDP is
The biggest opportunities in AI are no longer in Big Tech. For years, Big Tech’s success in the stock market was driven by two factors:
The AI revolution is changing rapidly. And those investors who are properly positioned for it will catch the next wave of extraordinary gains. 2023-2025 were
What’s going on with gold? Is this a garden variety correction or is the bull market in precious metals over? Is it time to buy
Was the entire AI story just an enormous bubble? The AI story, at least as it pertains to Big Tech hyper-scalers, is imploding in real-time.
The investing world is currently falling for one of the greatest trojan horse operations in history. The term “trojan horse” relates to the famous Greek
Precious metals investors were just given a gift from the market gods. The correction in precious metals prices had NOTHING to do with fundamentals and
Is the bottom in for precious metals? Silver and gold were annihilated last week. Silver dropped over 35% while gold plunged 17%. To be clear,
There are rumors that the crash in precious metals has rendered several financial firms “insolvent.” The reality is that while stocks have hit new all-time
I warned time and again that stocks were due for a correction. Now the correction is here… and by the look of things it’s going
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