Matt Weinschenk
@MattWeinschenk
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Director of Research @Stansberry Research. Disclaimer: Investments mentioned are not recommendations. Youtube Series: https://t.co/4tWCpthMt4
Joined May 2020
For the first time in a century, tariffs are back in a big way—and they’re reshaping the market. I’ve put together my new Trade War Playbook to help you spot winners and protect your portfolio (and it's 100% free). Get your copy here: https://t.co/dgHJ7DMGVQ
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If the AI cycle rhymes with the Internet, the “bubble” call comes early… and price keeps grinding higher for years before it finally blows off. We’re not at “2000” behavior. 🎥 Why that matters → link in bio
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Stepping back from our conference in Vegas: the best signal wasn’t a quote—it was consensus among operators. CEOs, allocators, strategists all say that the AI demand is real; gold drivers are intact; and the crowd is still late. 🎥 Recap → link in bio
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🤔
$NVO $PFE $MTSR Novo Nordisk outbid Pfizer for U.S. biotech Metsera with a $9B offer, which Metsera called 'superior.' Pfizer slammed the move as "reckless." The deal strengthens Novo’s hand in the booming $150B obesity market. Is Novo taking over the weight-loss game? 💊
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Can you use the WEATHER to predict stock? Let me know your thoughts in the comments.
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Don’t let “it’s gone up too much” shake you out. Sizing ≠ exiting. Manage risk, keep core exposure to the dominant trends of 2025: AI + gold. 🎥 How I’m thinking about it → link in bio
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AI economics 101: yes, infra spend is massive. But capacity isn’t sitting idle—every bit and byte is used. That’s how booms sustain longer than headlines expect. 🎥 Full analysis → link in bio
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Gold slid ~8%—but the thesis didn’t. The rally’s biggest missing ingredient? Euphoria. Until everyday investors care, the top is unlikely in. 🎥 Context + charts → link in bio
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If you're banking with chase or any other big names.. STOP. Do this instead:
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Pure-play AI names fell hardest (GOOGL, NVDA, CRVW)… then recovered by the close. Demand isn’t theoretical, data centers are booked at 100% once they come online. 🎥 My take and how to win → link in bio
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AI + gold both dipped… and then snapped back. The closer you are to these trends, the clearer it is: this was a breather, not a breakdown. I explain why the runway’s still long. 🎥 Full breakdown → link in bio
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New week, same trend: the 8-week win streak is the tell. In prior cycles, that strength preceded more gains — not the top. Don’t confuse strong with finished. 🎥 Monday brief →
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95% of His Net Worth?? What do you think? Let me know in the comment section.
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The path most investors expect: “pop, pullback, done.” The path stealth bulls take: grind higher, then sprint when attention finally arrives. 🎥 How to read this tape →
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Expert's BEST and WORST Predictions 🤔 Let me know yours in the comments⬇️
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Why can gold keep climbing? Because the setup is rare and the crowd is late. Stealth > spectacle. That’s when compounding works in silence. 🎥 Full Breakdown →
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Gold is up 50% YTD and yet we’re nowhere near peak enthusiasm. When the crowd finally notices, it usually overshoots… then busts. We’re not there yet. 🎥 Context + playbook →
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Most people treat gold as a hedge. They forget it’s also a return asset: ~6.2% annual long-term. Buy the big moves when the crowd shrugs — like now. 🎥 My full thesis (with charts) →
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