Investing

America’s aggressive foreign policy shift is creating major geopolitical investing opportunities Back in January, I published a piece arguing that

Editor’s Note: Right now, investors are doing what they always do in moments of uncertainty: chasing the most obvious trade.

A new financial category is emerging at the intersection of economic anxiety, regulatory change, and smartphone-scale speculation Let me tell

AI job displacement and dollar devaluation are already reshaping markets in real time Not long ago, I introduced you to

The next wave of AI winners won’t look like the last, and the rotation is already underway AI didn’t supercharge

Nvidia (NVDA) just reported fourth-quarter earnings, and they were absurd. Beats, beats, and more beats, with Q1 guidance obliterating expectations

In 1901, a group of investors gathered in New York to debate whether electricity was overhyped. 1901, coal tycoons, steel

Wall Street thinks Big Tech may be lighting $700 billion a year on fire. If that’s true, we’re in the

For weeks, John Paulson stayed quiet. He didn’t want to address the elephant in the room. A single bet on

Welcome to 2026. By now, you’ve seen the footage. Blackhawks over Caracas, flashbangs at Miraflores, and Nicolás Maduro in zip