Your financial advisor sends you a quarterly letter. Your 401(k) sends you a statement. Neither one tells you what's actually happening. Here are the 5 numbers that matter right now — and what each one means for your money. You don't need a Bloomberg terminal. You
Bill Gates, Sam Altman, Mark Zuckerberg, and Jeff Bezos are all making the same bet. It's not AI chips. It's not crypto. It's uranium. Here's why — and what it means for your money with 583 days left on the clock.
There's a record $7.77 trillion sitting in money market funds. The people who own it think they're being safe. The central banks — who literally print the money — are buying gold at record pace. Here's the math nobody does.
I screened 8 "next 100-bagger" stocks through the most rigorous compounding framework ever published. Every single one failed. Here's what I found — and what it tells you about where the real money is hiding. Every week, someone on FinTwit or in your inbox tells you they&
Three names institutional screens can't see. CLMT, CLF, and MYRG are AI-energy infrastructure plays hiding in wrong sector classifications.
Free Edition THE WEEK IN 60 SECONDS • Silver miners crashed 8.7% as SILJ got hammered on margin liquidations • Uranium sector down 6.2% across URNM and URA — profit-taking or something bigger? • Gold held $4,685 while everything else bled — flight to quality or dollar strength? • Oil pushed through $115
The Great Nuclear Reversal: Why Utilities Are Betting $440 Billion on Reactors They Once Abandoned Energy Macro Deep Dive — April 2, 2026 In December 2021, PG&E shut down California's last nuclear plant at Diablo Canyon. The utility cited "economics" and called it a "
First capital deployed since going to cash March 2. APD (4%) and LIN (4%) — the helium supply shock is structural, confirmed by institutional flow, and priced at a 57% discount to peers.
The 80/20 Portfolio: Why Real Assets Just Killed the 60/40 Forever Energy Macro Deep Dive — March 26, 2026 The 60/40 portfolio is officially dead. After losing 18% in 2022, another 12% in 2025, and sitting flat while gold hit $4,896 and oil trades at $94, even
Wire flash alert: Initiating Energy Transfer (ET) at 4% portfolio weight below $19.25. Institutional options flow, 6.9% yield, $10.2B operating cash flow, 8/9 analysts bullish with fresh Truist initiation.
Everyone's focused on building more power. Almost nobody is focused on making the existing grid handle the load. One small company is — and its earnings just doubled.
A CEO put $33.76 million of his own money into his own company while Wall Street institutions were selling. Here's why we think he's right.