The scoreboard could not look better. Yesterday the S&P 500 closed at a new record, its 23rd all-time high of 2026, and the Dow closed above 54,000 for the first time in history. The index is up more than 11% on the year. From a distance, everything is working. Look… Read More

The AI boom is entering a more selective phase as investors demand proof that massive spending can produce revenue, cash flow, and durable profits. Read More

Just as the railroad barons of the nineteenth century believed there was no limit to the economic benefits of building more infrastructure, so too are the tech titans of today in an arms race to create more data center capacity. Read More

Trillions in capex spending this year... and this sector is in the bullseye Read More

Oil near $100 affects far more than gasoline prices, raising inflation, transportation costs, interest-rate risks, and pressure across household budgets and portfolios. Read More

When the Federal Open Market Committee gathers on July 28 and 29, the safe money says nothing will change. Economists surveyed ahead of the meeting overwhelmingly expect the committee to leave its benchmark rate in the 3.5%–3.75% range for a fifth consecutive meeting, and an increase when the decision lands… Read More

Having a proven system for correctly anticipating how Wall Street is going to react to chaotic events is the key to getting ahead in this market. Read More

This isn't your Father's Russell 1000 Value Index Read More

America’s $1 trillion interest bill is reshaping markets, raising borrowing costs, and changing where investors should position their portfolios. Read More

Using a combination of AI and robotics, total joint replacement surgeries could soon be performed anywhere in the world using machines guided by surgeons thousands of miles away. Read More