More on the Treasury's plans... Buying and selling at the same time... The bullish case for gold – again... Bitcoin's behaving similarly... Fed Chair Kevin Warsh's first big test...

The "Magnificent Seven" are experiencing something of a reckoning...

1) In last Monday's e-mail, I said that the current AI craze reminded me of the Internet bubble and concluded:

The panic earlier this year was a great buying opportunity. But just because we've seen a rally doesn't mean the upside is over...

In today's Masters Series, originally published in the August 13 issue of the free Altimetry Daily Authority e-letter, Joel Litman explains how one company could earn billions from its AI rivals...

In today's Masters Series, last published in the July 30 issue of the free DailyWealth e-letter, Joel Litman examines one natural gas stock that's poised to take advantage of the data-center energy demand...

One of the world's largest tech companies has faltered in recent years. But two bullish forces just lined up behind it...

Ballistic crack spreads... Refiners have more upside... Incentives matter... The bond market's riot... The Treasury sprays tear gas... Inflation and rates: higher for longer...

Richard Branson never sat still...

1) Every day, I scan hundreds of stocks along with the 52-week low list, looking for beaten-down stocks of quality companies – my favorite type of investment. Retail giant Walmart (WMT) is one of the world's greatest companies, so the stock caught my eye when it dropped 9.2% yesterday – its worst day in more than four years. The decline came after the company reported disappointing earnings (see the press release and presentation). Here's the Wall Street Journal with the story: Walmart reported its smallest sales gain in more than six years as some Americans continue to spend cautiously – […]