1. Relief Rally or New Trade War? The Market Fallout if Trump’s IEEPA Tariffs Are Struck Down
While tariff news has been at bay in recent weeks, another wave may be rolling in. On November 5th, the Supreme Court heard the first oral arguments on the case challenging President Trump’s authority to implement tariffs under the International Emergency Economic Powers Act (IEEPA). Political strategists see a 70% chance the tariffs are struck down before year-end. — Mary Park Durham
2. Why Money Is Still More Taboo Than Politics—and What That Means for Your Finances
One of the oldest pieces of dating advice is to eschew talking about politics and religion on the first date. Given the heated nature of political discourse in this country today, the advice rings more true than ever and it’s applicable in a variety of other circumstances. — Todd Shriber
3. The AI Buildout Enters a New Phase: Who Will Capture the Software Value Boom?
The early innings of the AI buildout have been defined by building AI compute and capacity, where hardware (i.e. chip) companies have been clear winners. Moving forward, the AI wave will increasingly depend on utilization--how effectively companies convert AI investments into productivity and profit. That transition places software at the center, a sector whose performance has lagged hardware and where AI monetization remains diffuse. Whether the next leg of opportunity comes from software, and what companies within software, will depend on two key frictions: integrating AI into enterprise workflows and finding sustainable ways to charge for it once it's there. — Stephanie Aliaga and Rod Cuestas
4. The Shockwave Setup: Why Bad Economic News Is Fueling a Bull Run in Stocks and Bonds
Downbeat economic data is delivering gains to stock and bond bulls alike as weaker-than-expected retail sales and consumer confidence numbers coincide with accelerating job losses and rising odds of a December Fed cut as a result. Meanwhile, a largely in-line PPI report signaled that inflationary pressures remain strong, but concerns over household budgets and worries about increasing unemployment dominated the narrative. — Jose Torres
5. Are We in an AI Bubble—or a Once-In-A-Century Breakthrough?
We’re hearing it everywhere: AI is in a bubble. The surge in capital, the parabolic stock charts, and the bold claims from CEOs all have a familiar rhythm. Nvidia’s valuation has soared, along with AI-related startups raising billions with little to no revenue. Investment in data centers, chips, and infrastructure is happening at a scale not seen since the internet boom of the 1990s, which immediately reminds investors of what happened next. The question isn’t whether AI is important; it’s whether the price of that importance is being inflated beyond reason. That is the nature of market bubbles. — Lance Roberts
6. What To Do About the Crypto Selloff
Bitcoin (BTC) keeps sliding. It’s sitting at around $83,000 as I write this. BTC has shed more than a third of its value since tagging $126,000 just a month ago. — Stephen McBride
7. From Thankful to Impactful: Turning Holiday Gratitude Into Lasting Generosity
Thanksgiving is a time for good food, good people, and good feelings. It’s a chance to reflect and give thanks. But somewhere between the stuffing and the shopping, we can miss that gratitude is more than a feeling or a reflection on what has happened. It’s fuel for positive changes that we can put into motion. — Tom West
8. What’s Driving Emerging Markets and China in 2025?
2025 has been an interesting year for investors, to say the least. US stocks notched double digit returns through the first nine months, which seemed like a far-fetched outcome back in the Spring. Volatility around trade uncertainty sent equity prices lower by approximately -20%, but resilient economic data, strong corporate earnings, easing monetary policy expectations, and a dismissal of worst-case tariff scenarios ignited a comeback for stocks. Through 9/30, the S&P 500 is ahead 14.8%. — Ryan Dressel
9. AI Can Replace Ordinary Experts—but Not Visible Experts. Here’s Why.
What’s the difference between ordinary experts and Visible Experts®? We can think of three characteristics that make a Visible Expert–and help them stand apart from their peers. — Elizabeth Harr
10. Nvidia Saved the Market—Until Bitcoin Broke It: The New Correlation Traders Can’t Ignore
When I sat down to dinner with friends last night, one of them greeted me with “we just avoided a crash, didn’t we?” He was of course referring to the positive response to Nvidia’s (NVDA) earnings report yesterday afternoon. Had the data or guidance disappointed, or had Jensen Huang been less strident in his assertions about the lack of an artificial intelligence bubble, a psychologically fragile market could have tumbled. Unfortunately, a slip in a theoretically uncorrelated asset spoiled the morning. — Steve Sosnick
11. Why Testimonials for Advisors Matter More Than Ever in the AI Era
Millions of people use AI tools for daily searches. In fact, ChatGPT reports over 100 million weekly active users, about one out of every eight people on the planet. The rules of discoverability have changed. When a prospect searches "financial advisor near me" or asks ChatGPT "who's the best retirement planner in Austin," AI doesn't just look at your website content or paid ads. It evaluates three critical factors to determine which advisors to recommend. — FMG
