Everyone’s Wrong About Trump and the Fed

I’ve been fired from nearly every job I’ve had—and I’ve learned it’s not always about incompetence. It’s about control. That’s exactly what we’re seeing play out between Trump and Jerome Powell right now. But while the media’s focused on the drama, I’m watching what smart money is doing—and I believe this could be the biggest stock setup in decades. Here's why.

Nvidia’s real competition isn’t AMD or Cerebras. It’s not even American.

While investors debate Nvidia vs. AMD, a bigger threat looms offshore. Huawei’s AI chip advances—and China’s end-to-end ambitions—could shatter Nvidia’s dominance. Here’s why the future of AI chips might not be American.

Don’t Sleep on India

I recently returned from India—and what I saw shocked me. Not because of the poverty, but because of the potential. Beneath the noise and chaos is one of the most overlooked investment stories of our time.