U.S. Markets
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How surging electricity demand from AI and data centers is quietly setting up a massive new energy investment cycle
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Feb 17, 2026
Feb 13, 2026
How a company that sold karaoke machines last year triggered a sector-wide selloff — and why this AI hysteria may be creating the next major trading opportunity.
Feb 12, 2026
Feb 11, 2026
Feb 10, 2026
Tech
Feb 9, 2026
7 min read
After a brutal sell-off in SaaS, I’m slowing down, ignoring the noise, and focusing on the software companies that still matter long term.
Feb 6, 2026
5 min read
Beneath the volatility, the market is sending a very different—and very important—message.
Podcast
Feb 5, 2026
3 min read
Strong earnings and a rotation into small caps could signal the market’s next move
Feb 4, 2026
Lou Basenese joins me on the Market Insights podcast to share what he’s buying—and why
Feb 3, 2026
Why autonomy, robotaxis, and humanoid robots are now Tesla’s real business
Rare Earth Minerals
Feb 2, 2026
4 min read
Washington’s push to break China’s grip on rare earths is creating opportunity in key mining and materials stocks.
Metals
Jan 30, 2026
If everyone is talking about the same trade, it’s usually time to stop listening - and start thinking.
Jan 29, 2026
6 min read
Investors should focus on the underlying forces driving all metals, not just the headlines.
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