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Hello, Reader. When Bruce Springsteen sang “I was born in the U.S.A.” in the catchy chorus of his 1984 hit

Luke’s bull case today … why he’s pounding the table on “physical AI” stocks … bond spreads are looking healthier

Back in late 1994, tech company Netscape launched its web browser to the world. And no one knew it at

Stocks have staged an impressive late-April rally. Last week, the S&P 500 jumped 4.6% and the Dow climbed 2.5%. Meanwhile,

How a reshored manufacturing base will look? … the math behind onshoring … Luke Lango’s “MAGA 7” stocks … will

What happens when you mix the most transformational technological megatrend of our lives (AI) with arguably the most ambitious U.S.

Editor’s Note: The markets have been a rollercoaster lately… but behind the volatility, a historic opportunity may be emerging. Last

This morning brought three big pieces of macro data: The GDP report The Personal Consumption Expenditures price index (PCE) The

What began as a promising rally quickly unraveled into chaos.  The stock market started this year on a high, locking