A massive shift is underway in the market right now. While the mainstream financial media remains obsessed with the "AI trade," smart money is already moving. The stocks that dominated headlines—your Nvidias, Microsofts, and Amazons—are taking a back seat. They're underperforming.
Rising physical demand, potential government stockpiling, a decade-old production peak, and no near-term supply response. That isn't a trade. That's a structural setup creating a silver buying opportunity
If you’ve been reading this newsletter then you know I’ve been banging the table on the market rotation for quite a while now. One question people have asked me is – how long will this rotation last?
Nothing on the economic menu today – just a host of Fed speeches. This week though, we’ll finally get the official U.S. employment report on Wednesday, followed by the CPI report on Friday.
Last week, Bitcoin hit that $60,000 target. It's rebounding fast, and while it's technically possible for the price to go straight up from here, I wouldn't count on it. If you've been waiting for a good time to buy, this is that time—but you need to understand the specific price structure forming right now.
After days of fairly heavy selling, the S&P 500 posted its best day since November last Friday. Net new highs surged and there were 1,664 more stocks advancing than declining. The question is – was Thursday the near term bottom?
Forget the Magnificent 7 – these 3 stocks are poised for HUGE moves in the next leg of the AI boom. Wall Street veteran Ross Givens just revealed the details…
Two Stocks Leading the Market Right Now