Market Trends Archives - Wealthy Retirement https://wealthyretirement.com/topics/market-trends/ Retire Rich... Retire Early. Mon, 22 Dec 2025 21:22:47 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 Will the AI Bubble Burst in 2026? https://wealthyretirement.com/market-trends/will-the-ai-bubble-burst-in-2026/?source=app https://wealthyretirement.com/market-trends/will-the-ai-bubble-burst-in-2026/#respond Tue, 23 Dec 2025 21:30:03 +0000 https://wealthyretirement.com/?p=34562 Here’s what history says...

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Watch the video on YouTube

It seems like no one knows what to think about AI stocks these days.

For every expert screaming “full speed ahead!”, there’s another one warning investors to pump the brakes.

Last week, our friends at MarketBeat invited Chief Income Strategist Marc Lichtenfeld onto their YouTube channel for an interview on this very topic.

Was the recent shakiness in the sector just a blip on the radar… or something more?

How concerned should investors be about buying stocks at 52-week highs?

And most importantly, is AI in a “bubble”… and if so, when will it pop?

Marc answers all these questions during the interview and even provides two free stock picks:

  • A growth play that operates in an AI hotbed and counts Microsoft (Nasdaq: MSFT) and Meta Platforms (Nasdaq: META) among its customers
  • A defensive agriculture play that gives investors the best of both worlds: a hedge against AI while still maintaining exposure to it.

To watch the interview and get Marc’s two free picks, click here or on the image above.

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The Big Inflation Beater https://wealthyretirement.com/market-trends/the-big-inflation-beater/?source=app https://wealthyretirement.com/market-trends/the-big-inflation-beater/#comments Sat, 20 Dec 2025 16:30:42 +0000 https://wealthyretirement.com/?p=34549 This data may surprise you...

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Inflation may have slowed down, but no one is celebrating. At 2.7%, it remains well above the Fed’s 2% target.

And with more interest rate cuts likely coming and higher tariffs still on the table, I expect inflation to accelerate.

Fortunately, there’s an asset class that has absolutely crushed inflation every decade for nearly a century. And I bet you’ll be surprised when you find out what it is.

It is not gold.

Gold has kept up with inflation over the very long term, but that’s about it. An ounce of gold essentially buys the same amount of goods and services today as it did a millennium or two ago.

The big inflation beater is small cap stocks.

Chart: Small Cap Stock Returns vs. Inflation

You can see from the chart above that small caps strongly outpaced inflation in every decade. The smallest margin was 4.7% in the 1980s.

On average, small caps returned 13% annually, while inflation averaged 3.2% – meaning small caps increased an investor’s buying power by an astounding 10% per year.

That doesn’t just mean you could have had 10% more money each year. It means you could have bought 10% more goods and services each year – no matter how high prices rose during that year.

To make it clear just how profound this is, let me give you an example. Let’s say you’re a golfer and the average round of golf costs you $100. You have a budget of $1,000 per year for golf (not including equipment). That means you can play 10 times per year.

Now imagine that, due to inflation, a round of golf will cost you $105 next year. If your budget doesn’t increase, you’re down to playing nine times per year. And in a few years, if inflation remains constant, that will decline to eight times.

But now suppose that you added the average yearly return (13%) that small caps have delivered to your golf budget, increasing it from $1,000 to $1,130. Not only would you be able to afford the annual bump in greens fees, but you’d also be able to increase the number of times you can hit the links to 11 per year. You’d be able to play 12 times the following year… and so on.

Small caps get a bad rap. Many investors think they’re super risky. And certain ones are. There are plenty of garbage companies out there.

But as an asset class, small caps have a fantastic track record that goes back decades. And surprisingly, they help investors increase their buying power even during periods of high inflation.

Going forward, it will be important to have small caps in your portfolio. With large caps trading at historically high valuations (and with more rate cuts by the Fed on the horizon), they are likely to be the top performers in the near term.

Many people think of small caps as speculative investments. But they have proven over nearly 100 years to play a vital role in allowing investors to beat inflation and increase their buying power.

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The AI Question People Aren’t Asking https://wealthyretirement.com/market-trends/the-ai-question-people-arent-asking/?source=app https://wealthyretirement.com/market-trends/the-ai-question-people-arent-asking/#comments Sat, 13 Dec 2025 16:30:31 +0000 https://wealthyretirement.com/?p=34525 The biggest profits are rarely made where the crowd is already looking.

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Editor’s Note: Artificial intelligence has dominated headlines all year… but as Chief Investment Strategist Alexander Green explains below, the biggest opportunity may not be in the companies building the AI models – but in the little-known firm making those models work at scale.

While most investors overlook this critical piece of the AI ecosystem, Alex believes it could become one of the most important beneficiaries of the next phase of the tech boom.

He details this below…

– James Ogletree, Senior Managing Editor


Artificial intelligence has generated no shortage of commentary – breathless predictions, dire warnings, sweeping promises. Yet for all the noise, very little attention is being paid to the single most important question for investors: What must happen behind the scenes for AI to actually deliver on its potential?

Because while the conversation tends to focus on what AI can do, the more consequential issue is what AI requires to function at scale.

The newest generation of AI chips is astonishingly powerful. Nvidia’s latest architecture, for example, processes data at speeds that would have seemed impossible a few years ago. But this development has created a less glamorous – yet absolutely fundamental – challenge. These chips generate extraordinary heat, consume enormous amounts of energy, and produce more data per second than most existing systems can handle.

This is rarely discussed outside technical circles. Yet it is the limiting factor that determines how far and how fast AI can advance.

We are building larger and larger GPU clusters – some with hundreds of thousands of chips working in unison – and asking them to perform tasks that dwarf the demands of even the most powerful supercomputers of the last decade. But here’s the problem: These chips can’t operate effectively unless they can communicate with one another at incredibly high speeds… without melting the servers they occupy.

In other words, AI doesn’t rise or fall on clever algorithms alone. It depends on the physical infrastructure that underpins them.

And that’s where things get interesting.

There is a relatively small American company – one you almost certainly haven’t heard of – that has quietly solved the most important bottleneck in AI today. It doesn’t develop models or design chips. It builds the connective tissue that allows these chips to exchange data at blistering speeds while keeping heat and system instability in check.

Without this capability, the highly publicized advances in AI simply don’t work in the real world.

That’s why nearly every major player in the industry – Nvidia, AMD, Intel, Amazon, Microsoft, and others – relies on this firm’s technology. It is not an exaggeration to say that the most advanced AI clusters on the planet could not operate at scale without it.

This is the part most investors fail to appreciate.

Technological revolutions rarely reward the companies that generate the headlines. They reward the companies that quietly make the entire ecosystem function.

During the dot-com boom, investors bid up flashy internet stocks to absurd levels while ignoring the behind-the-scenes firms that enabled the internet to actually run. Cisco, which built the routers that moved data from point A to point B, became one of the most profitable investments of that era. So did companies like Akamai, which solved the problem of delivering content efficiently across the web.

Meanwhile, many of the companies that investors thought would change the world disappeared entirely. Their business models weren’t sustainable. Their valuations weren’t rational. And the innovations they hoped to commercialize were ultimately built – or bought – by others.

The same dynamic is unfolding today in AI.

Investors are clamoring for the biggest names, the megacap platforms spending billions to stay ahead of their competitors. And many of these firms will continue to do well. But the most underappreciated beneficiaries of the AI boom are not the giants creating the models. They are the companies enabling those models to run safely, reliably, and at scale.

Consider the magnitude of what’s happening right now. Global data-center construction is accelerating at a rate we’ve never seen. Companies are racing to build new GPU clusters as fast as they can pour concrete. Entire power grids are being upgraded just to support these facilities. And late last year, a consortium of some of the largest firms in the world announced a multi-hundred-billion-dollar initiative to build what may become the largest AI supercomputing system ever attempted.

All of this expansion hinges on a single, unavoidable requirement: the system must be able to handle the data produced by the chips that power it.

Most investors don’t think about this step at all. They assume it’s already solved. It isn’t.

And that is precisely why the company addressing this challenge is not just a “nice to have” in the AI supply chain – it is foundational.

This is also where history acts as a guide. When investors become overly fixated on a narrow group of winners – whether it’s the Nifty Fifty in the 1970s, the dot-com darlings of the late 1990s, or the megacap tech giants of today – the biggest opportunities often emerge elsewhere. Not in the obvious place, but in the necessary place.

AI will undoubtedly reshape industries across the economy. It will enhance productivity, lower costs, accelerate drug development, improve supply chains, and transform manufacturing. But none of this happens unless the underlying infrastructure keeps pace with the models themselves.

In the meantime, investors would do well to remember that the biggest profits are rarely made where the crowd is already looking. They’re made where essential progress is being created – quietly, consistently, and before the rest of the world notices.

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Why I’m Considering Investing Overseas https://wealthyretirement.com/market-trends/why-im-considering-investing-overseas/?source=app https://wealthyretirement.com/market-trends/why-im-considering-investing-overseas/#comments Tue, 02 Dec 2025 21:30:23 +0000 https://wealthyretirement.com/?p=34495 It makes sense for a lot of reasons...

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Editor’s Note: Chief Income Strategist Marc Lichtenfeld has been talking about real estate – especially international real estate – nonstop lately.

I didn’t want Wealthy Retirement readers to miss out, so today, we’re kicking off a two-part series on international real estate investing.

Part 1 is below – stay tuned for Part 2 on Saturday morning.

– James Ogletree, Senior Managing Editor


I didn’t buy a home until I was 36 years old. And that was just as the real estate bubble was inflating – so not the best timing.

But over the following seven years, I bought three real estate investments: two condo units and some vacant land in different parts of the country.

I’ve since sold the condos. We did OK on one. The other was a home run. We still own the vacant land. My wife and I (half) joke that our kids can deal with it someday.

Now that I’m a little older and (hopefully) a little wiser, I’m exploring investing in overseas real estate for the first time.

Other than some international stock index funds, nearly all of my assets are U.S.-based. I need to diversify.

It’s smart to have investments in different geographies. For most people, that will mean funds, like the ones I mentioned above. There are a variety of index funds that are focused on international markets like Europe and Asia, and there are even country-specific ETFs.

You don’t have to be a real estate economist to know that housing prices in the U.S. have gone bonkers. With mortgage rates around 6% and sky-high prices, it’s very challenging for potential homebuyers and real estate investors.

For the first time in my life, I’m looking at real estate outside the U.S.

In some places in Europe and many in Latin America, you can find beautiful new-construction homes in the $300,000s to $400,000s. If you’re willing to spend more, the home will probably be exquisite.

I love the idea of having a place that my family can use anytime for vacation, but also rent out to defray the costs when we’re not there.

So often, when we travel, it’s like the scene in the Chevy Chase movie Vacation where they pull up to the Grand Canyon, stand there for a minute, and jump in the car to the next destination. I relish the idea of getting to know a place and the people on a relaxed schedule.

Besides making sense financially, here’s what I’m looking for in foreign real estate:

  • Quality health care. I want to know that if there’s an emergency or just a simple illness, there are doctors and pharmacies that can help me out.
  • Good food. I don’t necessarily need fancy restaurants, but fresh food cooked well is important. I also want access to a good market. I know I won’t have Publix or Trader Joe’s, and that’s fine. Fortunately, most of these towns that cater to expats have great markets with fresh local produce.
  • Not too far from the airport. Some folks may want a place far removed from civilization. I know that I don’t want to drive three or four hours after getting off an airplane. For me, that would be a disincentive to visit my place.

And perhaps most importantly, I need an expert who knows the area that can guide me. It can be a local real estate agent who has been referred by someone I trust… or a person/company that specializes in helping expats find their dream home or just an investment overseas.

When it comes to investing in a foreign country, I’m certainly not familiar with the laws and customs of each location, so having that expert who can tell you what to expect – not only in the transaction, but also after you own the property – is essential.

There’s no way I would do this without that person helping me.

I’m hopeful that within the next year or so, we will start enjoying new family traditions in another country – and getting paid when other families do the same.

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Elon Musk’s “Mystery Metal” Could Spark a $3 Trillion Boom https://wealthyretirement.com/market-trends/elon-musk-mystery-metal-could-spark-a-3-trillion-boom/?source=app https://wealthyretirement.com/market-trends/elon-musk-mystery-metal-could-spark-a-3-trillion-boom/#respond Tue, 18 Nov 2025 21:30:24 +0000 https://wealthyretirement.com/?p=34459 It has the potential to break China’s grip and become 100 times more valuable than gold and oil...

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Editor’s Note: Today’s guest article comes from Ian King, a former Wall Street hedge fund superstar and the current Chief Strategist at Banyan Hill.

If you follow his work, you know Ian is often months – even years – ahead of the mainstream media when it comes to uncovering the next major technology shifts.

Below, Ian reveals a shocking new Elon Musk “Mystery Metal” that he says could mark the beginning of a $3 trillion industrial revolution. He believes only a handful of investors have connected the dots so far.

To learn more, check out Ian’s new video here.

– James Ogletree, Senior Managing Editor


At first glance, it looks like nothing – a handful of dull, black sand.

But inside this tiny vial is a material that could soon be 100 times more valuable than gold, lithium – or even oil.

Tiny vial of black sand

And according to my research, this Mystery Metal is at the heart of a secret technology Elon Musk is developing right now – and expected to release to the public on January 28.

The goal? To free Tesla, SpaceX and ALL his companies from their outrageous dependence on China.

You see, China controls 90% of the rare-earth materials Elon needs to power his Teslas, his Rocketships and his Robots.

And he’s had ENOUGH of China’s belligerence… their rare earth chokehold!

Musk’s Mystery Metal breakthrough could finally do what President Trump’s been trying to do all year: eliminate the need for Chinese rare earths entirely… and spark a new wave of U.S. made technology worth an estimated $3 trillion.

Mark my words: Once Musk’s announcement goes public – expected January 28 – this story will explode.

It would make Elon an American hero – and create massive windfalls for early investors.

I believe this will be the biggest story of 2026 by far.

That’s why I’ve put together an urgent briefing – revealing everything I’ve found… including details on what I believe to be the tiny supplier of Musk’s Mystery Metal – a company that could soar when the news breaks.

You can access my briefing free of charge – right here.

 

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Can ChatGPT Really Make Winning Trades? https://wealthyretirement.com/market-trends/can-chatgpt-really-make-winning-trades/?source=app https://wealthyretirement.com/market-trends/can-chatgpt-really-make-winning-trades/#comments Sat, 15 Nov 2025 16:30:36 +0000 https://wealthyretirement.com/?p=34449 If you take the right approach, some real magic can happen.

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Editor’s Note: In today’s guest article, Bryan Bottarelli from Monument Traders Alliance shows you why trading with AI can be dangerous without a proper strategy.

Bryan is one of the most accomplished traders I know, and I’m always interested to hear what he has to say about the market.

To learn more about the work Bryan and his team have been doing, check out their website.

– James Ogletree, Senior Managing Editor


Back in June 2025 – a Reddit user by the name of Nathan Smith posted an experiment.

He asked ChatGPT to pick U.S. microcap stocks (stocks with a market cap below $300 million) for him.

His goal?

“See how a language model performs in picking small, under-covered stocks with a $100 budget.”

Over the first four weeks of his experiment – the account reportedly generated 24-25% return on the $100.

A 24-25% return…

Sounds like a success, right?

Not so fast.

Soon after posting those results… Smith wrote: “I no longer can get chat to provide insights. I’m not sure what has changed but it is making up data and agent mode won’t work anymore.”

Oops.

It’s a good reminder that leaving investing decisions solely up to AI is a BAD idea… for a number of reasons…

Problem No. 1. It’s not hands-free

While ChatGPT generated the stock picks, the user still had to monitor the trades every step of the way.

He had to adjust if ChatGPT contradicted itself or recommended trades that were impossible.

He also had to impose his own stop losses and manually place the orders.

So although he was technically using ChatGPT to trade, it was more of an assistant than a “done-for-you” trading service.

Problem No. 2. He had no access to realtime data

ChatGPT can’t produce live price charts, track volume, see liquidity, or react fast enough to catalyst news.

It’s a language model… meaning it’s picking stocks based on text patterns from user data, not financial reality.

This sets it up for all sorts of false or outdated information that could lead to disastrous trades that crater your account.

Problem No. 3. It encourages the worst mindset

The idea that “AI will trade for me” is not a strategy.

Proper trading involves rules, discipline, pattern recognition, position sizing, risk control – and above all – patience.

Those are skills you can’t outsource to a language model.

You can only acquire them through getting in the trenches and learning how to trade using a proven system.

Problem No. 4. No long-term track record

Anyone can look smart with a small handful of winning trades over a short time period… in a rip-roaring bull market like we’ve had since April.

But could this ChatGPT trading model hold up during earnings season? A Fed meeting? A Black Swan event like COVID or the Housing Crisis?

Logo

YOUR ACTION PLAN

While this redditor experiment is a fun example of how a robot could trade for you, NO ONE should see it as a viable long-term trading strategy.

While AI agents like ChatGPT can help with stock research…

I’ll always favor using realtime data, risk management, and proper timing for long-term trading success.

But when you combine the research power of an AI agent with the expertise of an experienced trader… some real magic can happen.

At Monument Traders Alliance, we’re constantly using AI (the right way) to try to gain an edge for our readers.

Click here to learn more about our mission.

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The “Excellent Opportunity” in the Energy Sector https://wealthyretirement.com/market-trends/the-excellent-opportunity-in-the-energy-sector/?source=app https://wealthyretirement.com/market-trends/the-excellent-opportunity-in-the-energy-sector/#comments Sat, 01 Nov 2025 15:30:18 +0000 https://wealthyretirement.com/?p=34401 Here are 3 energy plays I like right now...

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It’s no secret that artificial intelligence gobbles up energy like the Cookie Monster on a bender shoveling baked goods into his face.

It’s also no secret that China and the U.S. are in a race to AI dominance that may make previous conflicts look like child’s play in comparison.

While Eisenhower may have gotten the credit for the Allies’ victory on D-Day, it was the privates scrambling out of the landing craft that got the job done.

It’s the same with AI. Chips made by companies like Nvidia (Nasdaq: NVDA) get all the glory, while it will be energy that will do the heavy lifting.

That’s why President Trump is pushing for more development of nuclear energy and encouraging oil companies to drill.

As a result, nuclear stocks have gone… well, nuclear.

Chart: NLR

Even though Trump is trying to squash alternative energy, investors know that AI will require every bit of energy that can be produced, whether it’s from fossil fuels, nuclear, or solar and wind.

As a result, solar stocks are also up sharply.

Chart: TAN

Meanwhile, oil and gas stocks have gone nowhere. They’re pretty flat for the year.

And that gives us an excellent opportunity.

Over the past 20 years, the price of oil has gyrated back and forth between roughly $20 and $100 per barrel. (There were a few outliers, like when oil prices briefly went negative and when they spiked to $147.)

Today, it’s barely above $60, which means quality oil stocks are on sale.

Companies like small cap Precision Drilling (NYSE: PDS) are trading at less than six times free cash flow. The company generated $150 million in free cash flow over the past 12 months. Despite Precision’s earnings being projected to grow 298% over the next five years, the stock trades at just 11 times forward earnings.

Tidewater (NYSE: TDW), which provides vessels for offshore oil drilling, also generates plenty of cash flow and is trading at a big discount at less than nine times free cash flow and 13 times forward earnings.

Lastly, one of my favorite companies, Enterprise Products Partners (NYSE: EPD), which operates pipelines to transport oil and gas, pays a 7% tax-deferred dividend and is on pace to generate nearly $8 billion in distributable cash flow, which means the stock is trading at just eight times cash flow.

Whatever trend is hot in the market, I like to dig a little deeper to find the value and the companies that are vital to the new technology.

Energy is that sector in the booming AI space.

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Can the Magnificent Seven Continue to Dominate the Market? https://wealthyretirement.com/market-trends/can-the-magnificent-seven-continue-to-dominate-the-market/?source=app https://wealthyretirement.com/market-trends/can-the-magnificent-seven-continue-to-dominate-the-market/#respond Sat, 25 Oct 2025 15:30:41 +0000 https://wealthyretirement.com/?p=34381 It’s not just unlikely, says Chief Investment Strategist Alexander Green. It’s “completely impossible.” Here’s why...

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Editor’s Note: Chief Investment Strategist Alexander Green says the Magnificent Seven have had their run – and the next generation of market leaders is already here.

In the article below, Alex reveals why these Next Magnificent Seven tech stocks are crushing the market… beating the original Mag 7 by 304% and the S&P 500 by 450% so far this year.

Alex and Chief Income Strategist Marc Lichtenfeld also just unveiled a brand-new list of “Micro Mag 7” stocks – tiny companies poised to soar as America builds out its AI future.

Click here before Monday to watch the replay of their special Micro Mag 7 Summit.

– James Ogletree, Senior Managing Editor


Forty years ago, I took my first job on Wall Street, working as a stockbroker at an international investment firm.

Some of our stock recommendations worked out well. And some of them didn’t work out at all.

That is always the case, no matter where you get your investment advice.

However, I’ve never forgotten a conversation I had with one of my early clients.

I had recommended a tech stock that quickly tripled in value, although he took a pass on it when I originally recommended it.

In hindsight, he sincerely believed that it was my fault.

“Alex, when you find something this good, you really have to emphasize the upside potential. If I had understood that, I would have taken a big position.”

Some will hear this and say it’s just sour grapes. (Another “coulda-woulda-shoulda.”)

But I took his message to heart.

Whenever I thoroughly research a company and have great conviction in its potential, I try to make that clear when I recommend it.

I do that – in part – because our hundreds of thousands of Members of The Oxford Club are a smart bunch.

They understand that no one truly knows what the economy will do… or what inflation will be… or whether interest rates will rise or fall.

No one has a crystal ball. And I waste no time pretending that I do.

I talk about the positives and negatives in the market, the headwinds… and the tailwinds.

But with a few exceptions – on those rare occasions when investors are seized by abject pessimism or unbridled optimism – my market approach is consistent: “short-term neutral and long-term bullish.”

Why? Any investor worth his salt knows that we can always get a bolt out of the blue in the short term. (Consider 9/11 or COVID-19.)

But take a look at any long-term chart of the market. You’ll see that the line goes up, and to the right.

That’s why we’re long-term bullish.

Over time, successful companies increase their sales and profits. And their share prices rise to reflect that.

That’s why investing in an S&P 500 fund has been rewarding for patient investors.

It’s been so rewarding, in fact, that the only reason to invest in individual stocks is if you sincerely believe you can do substantially better.

That’s not easy. But the facts show that The Oxford Club has done this for more than two decades now.

Last year, for example, we invited new Members to join us by offering them a new portfolio called “The Next Magnificent Seven.”

At the time, the tech stocks in the original Magnificent Seven – Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla – had become wildly popular.

So popular, in fact, that I called this “the most crowded trade on the planet.”

Traders and investors everywhere felt they had to own these seven stocks.

Why? Because those were precisely the ones they wish they’d owned earlier.

I said last year – and I’ll repeat it now – that those are dominant companies that should prosper for years to come.

But it is not just unlikely that they will do as well in the future as they have in the past.

It is completely impossible. Trust me: That will not happen in your lifetime or mine.

How can I be so confident? Well, let’s use reason – rather than emotion – to view the potential here. As I write…

  • Apple is up over 80,000% since 2004
  • Alphabet (formerly Google) is up over 12,000% since 2004
  • Amazon is up 8,000% since 2004
  • Meta Platforms (formerly Facebook) is up over 1,800% since 2012
  • Microsoft is up over 2,900% since 2004
  • Tesla is up over 38,000% since 2010
  • Nvidia is up over 103,000% since 2004.

Spectacular returns… all of them.

So who’s to say this can’t possibly happen to these stocks all over again? Me, for one.

Nvidia has a market cap of approximately $4.4 trillion. It is a fast-growing company that makes the super-powerful chips that the burgeoning AI industry depends on. It’s a great firm.

However, it’s worth noting that there has never in the history of the world been a company worth $5 trillion, although I have no doubt that one day several will exceed that number.

Let’s set aside the 80,000% that Apple and 103,000% Nvidia have returned over the past two decades.

What are the chances of either stock rising even 10-fold from here to a market cap of $40 trillion?

Bear in mind, the entire U.S. economy last year was less than $30 trillion.

For a single company’s shares to be worth 133% of the nation’s total annual output would be not just “quite a feat.”

It would be impossible.

Yet there are many smaller companies that could rise 10-fold or more. And no doubt many of them will.

Some, in fact, will even match or exceed the past returns of The Magnificent Seven.

Given this reality, I told Oxford Club Members – and prospective Members – that they would be far better off investing in “The Next Mag Seven” rather than the current seven.

The same way Wayne Gretzky insisted that he became the NHL’s all-time leading scorer not by chasing after the puck but rather by skating “to where the puck is going to be.”

How has this strategy worked out? You can be the judge.

All told, so far this year they’ve beaten the original Mag 7 by 304% and the S&P 500 by 450%.

But now, there’s an entirely new presentation that I hosted with Marc Lichtenfeld to inform Members on seven tiny stocks that we believe could soar.

It’s called the Micro Mag 7 Summit, and you can tune in right here.

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Are Stocks in a Bubble Right Now? https://wealthyretirement.com/market-trends/are-stocks-in-a-bubble-right-now/?source=app https://wealthyretirement.com/market-trends/are-stocks-in-a-bubble-right-now/#respond Sat, 18 Oct 2025 15:30:56 +0000 https://wealthyretirement.com/?p=34363 And if so, is it about to pop?

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If you’ve been reading the recent headlines in the financial media, you might think the sky is falling:

“We will have a crash”

“Of course it’s a bubble”

‘Absolutely’ a market bubble: Wall Street sounds the alarm on AI-driven boom as investors go all in

Stocks have literally never been this expensive

But here at The Oxford Club, our strategists, researchers, and Members don’t just blindly follow the crowd. We stay grounded, think for ourselves, and come to our own conclusions.

That’s why we invited Chief Income Strategist Marc Lichtenfeld into The Oxford Clubroom on Thursday to share what he’s been seeing in the markets lately and break down some of the strategies and tools he uses on a daily basis.

Here’s just some of what he covered during the session:

  • Why he’s not too worried about an AI bubble (despite all the fearmongers in the media)
  • Some surprising data about buying at market highs and market lows
  • The average length of bull markets and bear markets
  • Why technical analysis can be so simple that a 5-year-old can understand it
  • Three momentum indicators that reveal whether a stock is “overbought” or “oversold”
  • His thoughts on the technology sector and how long the uptrend could continue
  • A few sectors he’d avoid right now
  • The chart pattern that has led to the strongest historical performance
  • His latest thoughts on gold
  • The one chart that EVERY investor should be paying attention to right now.

It’s not often that I include full Clubroom sessions in Wealthy Retirement, but since Marc covered so much ground, I thought it would be extremely useful to his readers.

To watch the full session, click the image above!

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The AI Transformation: A $13 Trillion Bet Worth Making https://wealthyretirement.com/market-trends/the-ai-transformation-a-13-trillion-bet-worth-making/?source=app https://wealthyretirement.com/market-trends/the-ai-transformation-a-13-trillion-bet-worth-making/#respond Tue, 14 Oct 2025 20:30:01 +0000 https://wealthyretirement.com/?p=34349 This could be the smartest move you make all year...

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From the Desk of Chief Income Strategist Marc Lichtenfeld: Below, Research Director Kristin Orman previews The Oxford Club’s 28th Annual Investment U Conference, set to be held this March in Las Vegas.

There are a lot of extremely rewarding aspects of my job, but every year, IU is near the very top of the list. It’s a joy to be able to interact with so many of our readers in person, and I always leave the conference energized and refreshed.

I’m as excited about this year’s conference as I’ve been in a long time. The theme – the $13 trillion digital transformation – is timely, relevant, and promises to define the next decade of innovation and wealth building.

The early-bird discount for this year’s Investment U Conference expires tomorrow, so don’t waste any time. Click here to get all the details and claim your spot.


There’s no place like Las Vegas.

I’ve been more times than I can count. One trip still stands out…

Investment U.

The last time we held Investment U in Vegas, we talked about “The Art of Speculation.” We showed how to take smart risks in a noisy market. I still use those ideas today.

Now – almost seven years later – we’re going back. And the opportunity is even bigger.

A $13 Trillion Shift

When I say this conference’s theme could define the next decade of investing, I’m not exaggerating.

At Investment U 2026, we’re diving deep into what experts call the “$13 trillion digital transformation.”

That number represents a massive global wave of spending – money flowing into technologies that are rewriting the rules of business:

  • Artificial intelligence that’s transforming entire industries
  • Robotics that’s reshaping how goods are made and moved
  • Blockchain that’s creating new trust-based systems for commerce
  • Quantum computing that’s opening doors once thought impossible

This isn’t a passing trend. It’s a tectonic shift – the kind that has historically created some of the greatest fortunes of our time.

To put it in perspective: Global spending on digital transformation is projected to grow from $1.4 trillion next year to more than $13 trillion by 2035.

That’s not just growth… That’s acceleration.

And knowing how to position yourself ahead of that curve could be the most important financial decision you make in the next decade.

Exclusive Insights You Won’t Hear Anywhere Else

At Investment U 2026, you’ll hear from Alexander Green, our Chief Investment Strategist; Marc Lichtenfeld, our Chief Income Strategist; and a lineup of hand-picked experts.

I’ll be there too. I’ll share the research tools, screens, and models I use with Alex and Marc to find the best ideas for Oxford Club Members. You’ll see how we cut through hype and find real, actionable opportunities.

Vegas Is Fun… But Investment U Is the Main Event

Las Vegas is world-class – great food, energy, and shows. But the conference is why you should come.

Investment U brings together curious, independent investors. You’ll learn, share ideas, and make connections that last.

The venue is the Four Seasons Hotel Las Vegas – a calm, luxury oasis at the south end of the Strip. It’s non-gaming and non-smoking, so you start each day clear-headed and focused.

The setting lifts the quality of thinking and the quality of conversations:

  • Headspace for big ideas: No casino maze or slot noise. A short elevator ride takes you to a bright ballroom where you can think and hear.
  • Effortless flow: Polished meeting rooms, quiet lounges, terrace nooks, and on-site dining help you move from keynote to breakout to one-on-one without losing momentum.
  • Recharge fast: A tranquil pool and spa help you reset between sessions.

And you’ll get the best of both worlds: Easy access to Mandalay Bay when you want buzz – five-star calm when you don’t.

This venue turns hallway chats into working sessions. Quick hellos become dinner talks. That’s where lasting insights (and investing friendships) start.

First In, Best Odds

If you wish you could go back to 1995 before the internet was obvious – or 2010 before mobile took off – this is that moment for the intelligence-and-automation economy.

There’s no better place to get ready than Investment U 2026. Alex, Marc, our expert roster, and I will focus on one goal: help you make smarter decisions with your money.

I hope you’ll join us at the Four Seasons Hotel Las Vegas from March 22-25, 2026.

Come for the education. Stay for the conviction. Leave with a plan.

Reserve your spot here now.

Good investing,

Kristin

P.S. Early-bird pricing ends tomorrow, October 15. Seats are limited. If this speaks to you, lock in your rate now – right here.

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