Between the AI "bubble" that's been widely discussed recently, the argument regarding stocks versus bonds, and the geopolitical factors behind the surge in gold, here are three things I'm thinking about.

The medical services sector is undergoing a rapid transformation driven by advances in digital health. However, workforce constraints are a rising headwind for traditional, labor-intensive care settings. Here are stocks that may thrive despite this.

A recession is a tall order when fiscal deficits are ballooning, household and private-sector balance sheets remain solid, and the world’s major economies are locked in a relentless fiscal arms race. What do you trade with this backdrop? Commodities.

In this video, I analyze the S&P 500 and Nvidia charts, while offering institutional insights on how U.S.-China tensions are factoring in.

AI will disrupt every sector of life, and the cycle remains in its infancy. Therefore, a gigantic growth cycle awaits AI stocks. There are many ways investors can attempt to ride the AI wave higher. Here are some stocks in the space to consider.

The last few weeks have been challenging for the bullish story on natural gas. On Thursday evening, Venture Global disclosed that they’d lost an arbitration case with BP plc over their Calcasieu Pass LNG terminal.

The prevailing belief is that the White House has little appetite for inflicting a sustained economic burden on U.S. markets through a sharp and prolonged tariff-based decoupling from China. Investors are currently counting on this restraint.

In this video, I provide a comprehensive analysis of gold, silver, and platinum markets, while discussing their price movements and future trends.

Tariff-related comments from the President and the Federal government shutdown combined to derail the stock market on Friday. Also, market timers were already nervous about stock prices, so the sell button was already well within reach.

Simply put, retail investors are all in. When retail flows hit extremes like this, it’s a sign you’re late in the cycle, not at the start. Over the last month, retail investors have poured more than $100 billion into equities.

In this video, we uncover how AMD, Nvidia, and data center REITs are shaping the future of Big Tech and AI investing.

Dynamic price action in Forex and the EUR/USD has started to produce signs of life recently.

If Netflix, Inc. produces strong Q3 results on Oct. 21 with at least a 20% free cash flow (FCF) margin, NFLX stock could still be almost 15% undervalued.

Trump views trade as having a winner and a loser. But other than coercion or force, both sides believe they benefit from a deal or there is no deal.

After showing remarkable resilience over the past few weeks, the markets finally wobbled from their overbought positions, and there’s likely to be more downside to come over the medium term.

The S&P 500 fell by more than 2.7% on Friday, which came as a big surprise to many. While the size of the decline was certainly unexpected, the change in trend was not.

The circular nature of much of the spending on the AI buildout is starting to draw wider scrutiny.

Crypto investors suffered liquidations worth billions of dollars.

The growing macro bust in housing has become serious enough even the Fed is letting the public know officials are talking about it.

The market crack on Friday resulted from a defensive move as geopolitical stress, trade rhetoric, and political dysfunction triggered a sharp reversal in sentiment.