Newsroom

The market rally depends on a December rate cut. If inflation rises and the Fed turns hawkish, gains could stall. David discusses why this could mean…

Cathie Wood is flagging an AI correction risk and David explains why he doesn't see it! Rates may rise, valuations may adjust, but growth in AI is…

The U.S. economy is showing remarkable strength.We’re on track for one of the strongest quarterly performances on record, with 80% of companies…

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China’s latest export restrictions on rare earths aren’t just a trade move.They’re a direct threat to America’s defense, semiconductor, and EV…

NVIDIA and OpenAI’s $100 billion AI initiative will require an enormous 10 gigawatts of power—more than double the capacity of Georgia’s Vogtle…

A battle is brewing inside the Fed—governors are pushing for deeper rate cuts while regional presidents want to hold the line. David Nicholas joined…

The U.S. just saw the largest jobs revision in history—down by 911,000—and the Fed can’t ignore it. A 50-basis-point rate cut is now firmly on the…

Bitcoin has dropped 10% since its highs, but don't panic. This pullback is seasonal. Historically, $BTC trades sideways or down from August to…

Last year at Jackson Hole, Jerome Powell promised to support a strong labor market. Yet, today's labor market is weaker. With inflation cooling and…

The fear-mongering over President Trump’s tariffs is proving unfounded — there’s no sign of tariffs driving inflation higher. With economic data…

The stock market is poised to hit highs in August as positive momentum continues to build. With the Fed behind the curve, a 50-basis-point rate cut…