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Monday Takeaways: Credit Markets Send All-Clear Signal
With credit spreads at historic lows and GDP at 3.8%, Shah Gilani explains why the credit markets are sending an all-clear signal – and why this week’s potential government shutdown could create your next buying opportunity.
Dealmaker’s Diary: Why This $200B Company Will Become the “Oracle” of AI
While everyone chases AI headlines, this enterprise giant quietly builds the infrastructure that makes it all work. 30% cash returns and trillion-dollar potential ahead.
Buy This, Not That: Nuclear’s International Showdown
It’s Canada vs. the United States in nuclear’s biggest face-off. One’s up 150%, the other 500%. Here’s the winner…
Monday Takeaways: CAPE Ratio Screams Caution as Rally Continues
The Shiller PE just hit 40x – within striking distance of dot-com bubble levels. Here’s why I’m staying bullish but getting defensive.
Dealmaker’s Diary: Why Paying $36 for Every $1 of This Company’s Profits Makes $$
The valuation looks insane. The P/E screams “overpriced.” But when a company has AI superpowers that put it in the top 0.1% of all stocks for consistency, expensive might be cheap.
Buy This, Not That: Time for the Small Cap Gold Rush?
Lower interest rates won’t fix a fundamental flaw with small caps… that they’re packed with unprofitable companies that get crushed when markets turn volatile. See where Shah is looking now instead.
The $1 Trillion Crypto Company Hidden From U.S. Investors
Binance is 5-10x larger than Coinbase but isn’t listed in America. One crypto treasury just found a way to give U.S. investors direct exposure to this massive opportunity.
Monday Takeaways: Pivotal Fed Week Tests Central Bank vs. Presidential Power
Fed fund futures show 100% certainty of a 25 basis point cut Wednesday, but Trump wants 50. With labor markets softening and the S&P 500 testing channel support, this Fed meeting could determine the next market move.
Dealmaker’s Diary: How This “Old Economy” Giant Outperforms Most Tech Stocks
While venture capital floods into AI startups, this established travel company quietly uses machine learning to generate 59% cash returns – better than most Silicon Valley darlings.
Buy This, Not That: The Zero-Commission Pioneer vs. the Established Giant
Robinhood just earned its spot in the S&P 500. But does that make it a better buy than Charles Schwab? The numbers might shock you…