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Recent Emails
View all (32) in iSpy →- Read full email2026-07-19EDITORIALEric Fry's Smart MoneyThe Nile Flooded Every Year — So Does This StockEric Fry features TradeSmith's Keith Kaplan on seasonal trading patterns and calendar-based market timing, arguing that historical patterns are more reliable than expert predictions. The email promotes a free presentation showing TradeSmith's proprietary system for identifying optimal investment windows based on 30+ years of backtested data.
- Read full email2026-07-16EDITORIALEric Fry's Smart MoneyBefore You Buy the Dip, Check the CalendarEric Fry's Smart Money features TradeSmith CEO Keith Kaplan analyzing seasonal patterns in AI memory and storage stocks (Micron, Western Digital) to address investor uncertainty about timing after recent 20-26% pullbacks from highs. Rather than relying on headlines and earnings estimates alone, Kaplan demonstrates how historical seasonality can provide an edge for identifying favorable entry points in these AI infrastructure beneficiaries that have soared 700-800% over the past year.
- Read full email2026-07-15EDITORIALEric Fry's Smart MoneyAI Is No Longer Just Building Companies – It's Funding ThemEric Fry analyzes how AI agents like Lyzr are now being used to fundraise and pitch themselves, exploring the implications of autonomous AI systems entering the investment process. The email teases an under-the-radar AI data center infrastructure company as a 'picks and shovels' alternative to Nvidia exposure for investors targeting the AI deployment wave.
- Read full email2026-07-13EDITORIALEric Fry's Smart MoneyThe Man Who Got Rich by Walking AwayEric Fry uses the historical story of 'Wheelbarrow Johnny' Studebaker to frame a contrarian investment thesis: the biggest fortunes come from avoiding over-hyped, get-rich-quick opportunities and instead owning the infrastructure/enabler companies behind booms. The email positions this framework as directly applicable to the current AI opportunity.
- Read full email2026-07-12EDITORIALEric Fry's Smart MoneyThese Seasonal Trends Take the Guesswork Out of Buying and SellingEric Fry features TradeSmith CEO Keith Kaplan's research on recurring seasonal patterns in stock markets, using historical data analysis to identify favorable buying and selling windows. The email promotes a free Breakthrough 2026 event featuring the seasonality tool and three stock recommendations, anchored by a D-Day/Eisenhower narrative about the importance of timing.
- Read full email2026-07-11EDITORIALEric Fry's Smart MoneyWhat My 200,000-Mile Mazda Taught Me About Value InvestingEric Fry uses his 203,000-mile Mazda as a metaphor for value investing philosophy, arguing that value stocks remain viable despite growth's recent dominance. The email introduces Louis Navellier's contrarian stock rating system and warns of 10 widely-held companies rated 'F' that could decline significantly.
- Read full email2026-07-09EDITORIALEric Fry's Smart MoneyWhere to Invest When Great News Isn't EnoughEric Fry uses The Beatles' Magical Mystery Tour as an analogy for how expectation gaps drive stock performance more than actual results. Samsung's record earnings disappointed because investors expected even higher growth. Fry pivots to identifying AI infrastructure opportunities where expectations may not yet be fully priced in, with Louis Navellier endorsing a mystery stock positioned as a beneficiary of a secret Tennessee government AI facility.
- Read full email2026-07-08EDITORIALEric Fry's Smart MoneyThe 3 Stocks Quietly Benefiting From the SpaceX ShakeupJonathan Rose identifies a second-order market opportunity in the SpaceX IPO—not the IPO itself, but how the company's $75B in capital will reshape the telecommunications industry. The email presents three unnamed stocks positioned to benefit from SpaceX's competitive threat to traditional telecom, referenced through a recent Oppenheimer downgrade of AT&T following the Starlink announcement.