Earlier this year, Super Micro Computer, Inc. (SMCI) was on top of the world. The company’s server solutions were in high demand, thanks to the artificial...
Dividend Stocks
Will Israel attack Iran’s oil production? … be careful about getting too bullish in the short-term … the greater “EV/AV” threat to oil … how Luke Lango is...
Self-driving cars – they’ve hogged a large portion of the news cycle lately. Indeed, earlier this week, Gov. Gavin Newsom made headlines when he vetoed a bill...
Hello, Reader. Neither J.D. Vance nor Tim Walz mentioned it at last night’s vice-presidential debate… nor did Kamala Harris or Donald Trump talk about it...
The significance of next week’s Tesla event … what it means for autonomous driving … how it will change the auto ecosystem … an urgent event with Luke Lango...
If you’re a longtime reader of these issues, you’ll know that being at the forefront of innovation is central to my core investment approach. As such, I keep a...
The ILA strike begins … the effects on inflation and automation … manufacturing keeps contracting … Japan elects a hawk … Bitcoin crashes through support …...
Perhaps you’re familiar with the term “October surprise.” You may see pundits and reporters on cable news use the term during presidential election years...
Hello, Reader. In a recent Smart Money, I discussed how artificial intelligence has both creative and destructive possibilities. (You can read more about that...
No $100 oil coming soon … but is a rebound coming in Q4? … the contrarian case based on extreme pessimism … long-term tailwinds blowing … attractive Big Oil...
Tom Yeung here with this week’s Sunday Digest. Last week, I discussed the contrarian bets that billionaire investors often make. By looking beyond basic...
Hello, Reader. Pick your metaphor… The horse is out of the barn. That ship has sailed. The cat’s out of the bag. You can’t unbreak an egg. You can’t put...
Have you ever wondered if everything you’ve been told about success in the markets is wrong? What if the secret to success in the stock market isn’t just...
Yesterday, we got a fresh look at the latest Personal Consumption Expenditures (PCE) price index reading for August. Now, this comes in the wake of the Federal...
I usually receive some really great questions from my subscribers. And last week, I received one that I think is very important and worth taking some time to...
For the past three years, the markets have been haunted by a particularly ghastly boogeyman – inflation. But today’s Personal Consumption Expenditures (PCE)...
Dockworkers are poised to strike … holiday shopping could get snarled … the threat of resurgence inflation … will this accelerate a robotic workforce? While...
We all know the story of “The Tortoise and the Hare.” It’s a simple story with a powerful lesson. A tortoise and a rabbit race each other. The hare thinks his...
Hello, Reader. Tom Yeung here with today’s Smart Money. In 2007, Advanced Micro Devices Inc. (AMD) CEO Hector Ruiz knew his firm was in trouble. Though he...
The fresh tailwind behind homebuilders … assessing the strength of the trade today … what if our timing is wrong? … a powerful risk mitigation tool Today...