Wall Street Unplugged - What's Really Moving These Markets

My Philadelphia Eagles lost their first game of the season last night… and I’ll tell you why I’m happy about it.  The markets are in rally mode as investors celebrate the latest inflation data. I explain why this kind of action is normal in a bear market… why we’ll see a big separation between winning & losing sectors… and what Walmart’s latest results say about the overall economy (hint: it’s not good). Plus, I share four stocks that are poised for big gains in 2023… and four others you should avoid.  The Fed remains hell-bent on destroying the economy as it fights inflation… And while the current rally feels great, 2023 is shaping up to be a difficult year for investors.  I explain why you should expect many stocks to fall 30% or more from current levels… and how to play both sides of the market using the put strategy Genia recommends in Moneyflow Trader. Learn how it can make you a fortune as stocks crash. And if you have any questions, .  In this episode  My Eagles finally lost a game [0:30] This is a typical bear market rally [1:58] 4 winners and 4 losers for 2023 [7:53]  What Walmart’s results can tell us about the economy [11:23] Don’t expect a Fed pivot anytime soon [17:55] How to play both sides of the market and make a fortune in 2023 [24:57] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Frank Holmes, CEO and chief investment officer of U.S. Global Investors and executive chairman of Hive Blockchain Technologies (HIVE), joins me to discuss the crypto markets.  The big story in crypto is the collapse of FTX, one of the world’s largest crypto exchanges. Frank breaks down the impact on the industry… and how FTX’s business practices remind him of “shadow banking” in China. He shares the one question that helped him avoid massive losses when crypto lender Celsius went bankrupt… the “no-brainer” piece of crypto regulation that’s needed now… and what we need to see for crypto to rally. Frank also explains what has him excited about the metaverse and NFTs… why green energy is the future of crypto mining… and why crypto conferences are still seeing such strong demand, despite sinking prices for cryptocurrencies. (Speaking of conferences, Frank will soon be hosting his own virtual crypto conference. Stay tuned for more details… Here’s how to get tickets/(depending on link)/Save the date, X/Y/Z) He also explains why he expects the coming recession to last a while. In this episode  Why the FTX implosion is like China’s “shadow banking” system [1:50]  The “no-brainer” regulation in the crypto industry [6:58] Crypto won’t rally until this happens [10:35] What has Frank excited about the metaverse and NFTs [15:28] Expect further pain in crypto ahead [31:00]  Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Midterm election results are still too close to call in many races, but it looks like a split government will be the final result. Daniel and I share our thoughts on whether Republicans or Democrats are the big winners… and how it will impact the markets.  Crypto is crashing as FTX, one of the largest crypto exchanges, needs a bailout. I rant about how this is terrible news for the industry… and why regulation is a must. And finally, Disney (DIS) reported pathetic earnings and the stock is down double digits. I explain why the company is losing billions… and why CEO Bob Chapek should be fired immediately. In this episode  Takeaways from the midterm elections [0:59] A new leader for Republicans [5:35] How a split government will impact the markets [8:20] The FTX bailout is causing havoc in the crypto market [13:55]  Why we need crypto regulation… ASAP [18:55] Why Disney’s CEO should be fired [28:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Happy Election Day! I hope you all get out and vote today, since, according to the mainstream media, our democracy is at risk…  I highlight how wild politics in this country have become… why I’m being labeled a “racist” and a “radical”... and what I wish we’d focus on instead of all the fear-mongering and hate. A split government is typically bullish for the markets… And a “red wave” would be good for business… But regardless of how the election turns out, it won’t save your portfolio—the only thing that matters is the Fed. I explain why there’s zero chance of a soft landing… Goldman Sachs’ alarming forecast… and why we’re facing a recession in 2023. Luckily, Genia Turanova’s simple but effective Moneyflow Trader strategy was designed for exactly this kind of dangerous market. In fact, she just closed out her 17th and 18th winners year to date. And for a limited time, you can join at a deep discount. In this episode  Have you voted yet? [0:28] A pro-business “red wave” won’t be enough to save the markets [4:07] Goldman Sachs’ warning about next year’s earnings [6:35]  The perfect strategy for a 2023 recession [11:30] How to join Moneyflow Trader at a deep discount [23:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Yesterday, the Fed held its November meeting and raised interest rates by 75 basis points.  We break down the market reaction to the Fed… why the Fed won’t pivot… an absurd comment Powell made during his press conference… why you need to brace for further downside… and how to rake in profits as that happens. As earnings season continues, we discuss the record results from power management company Eaton (ETN)... what pawn shop operator FirstCash Holdings’ (FCFS) strong earnings say about the economy... and how energy policies are letting one coal company—a Curzio Research Advisory holding—print cash. In this episode  The market’s up-and-down reaction to the Fed meeting [0:30] Powell’s ridiculous comparison on historical interest rates [6:45] Eaton’s record earnings [9:15] What one pawn shop operator says about the economy [18:00] Energy policies mean this coal company is printing cash [23:40] How to profit as the market plunges [32:27] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Later today, the Federal Reserve will hike interest rates yet again… but that’s hardly news at this point. The real news is what will happen after during the Q&A—and whether the Fed will start turning dovish… We cover why the Fed is stuck between a rock and a hard place when it comes to combating inflation—and you shouldn’t pin your hopes on a dovish Fed… Why we could see a higher inflation target by the end of the year… How the Senate and Congress are attempting to pressure Powell… Why there’s no hope of a soft landing at this point… And why the Fed can’t save the markets. Plus, I share how to multiply your money as the Fed’s mistakes crash the market.   In this episode  We could see a major change on inflation targets [2:30] The Fed’s hands are tied on rate hikes [4:20] How elected officials are pressuring Powell [13:25] The Fed can’t save the markets [16:30] Despite the bear market, equities still aren’t cheap [24:40]  How to profit from the Fed’s errors [26:25]  Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Happy belated Halloween!  Today’s show starts with a rant about how times have changed since I was a kid… why I’m worried kids can’t have fun anymore. Turning to the markets… I break down what to expect from tomorrow's Fed meeting… and why the latest jobs data should kill any optimism about the Fed turning dovish. I also dig into some stats on the booming market for HELOC loans… and what it means for the economy. We’re still in a bear market, but that doesn’t mean you should be selling everything. I break down exactly which sectors investors should be buying right now… which ones to avoid… and the best strategy to profit from the ongoing volatility in stocks. In this episode  Happy Halloween! [0:30] What killed this morning’s rally [5:10] Inflation has NOT peaked [10:05] Why strong demand for HELOCs is a bad sign for the economy [18:40] Which sectors to buy and avoid now [23:35] How to make a fortune in this volatile market [31:19] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

David Evans, CEO of our partner , joins me again to discuss all things metaverse. We start by clearing up some misconceptions about what it’ll allow users to do (hint: it’s a LOT more than just “gamification” and social media). I’m on the executive board of TCG World. David and I share some incredible recent deals the company has made… how it’s attracting the best developers in the world… its next crucial steps as it prepares to launch its metaverse at the end of this year… and why understanding NFTs is critical to profiting from the metaverse. In this episode  Some common misconceptions about the metaverse [5:38] TCG World’s recent deals will create an amazing user experience [7:40] How the metaverse will create boundless opportunities for users [15:10] “Gamification” is only the beginning [22:50]  Stay tuned for a special deal on TCG World real estate [41:25] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Results are in for Alphabet (GOOG) and Microsoft (MSFT). Daniel and I explain how a strong U.S. dollar is hurting these stocks… and why they don’t deserve to trade at current levels. In fact, a fundamental shift is leading to the collapse of the big tech growth story. (Interestingly, though, crypto seems to be breaking away from tech stocks…) We recap why all the positive earnings results aren’t as good as they look… and share two strategies to profit from this bear market rally. In this episode  What’s behind the strong start to earnings season [1:00] Why Alphabet’s earnings were a disaster [6:30] A fundamental shift is killing the tech stock growth story [9:05] Why a strong U.S. dollar is a major headwind for big tech [18:45] Is Bitcoin breaking away from the tech sector? [30:30] Use this bear market rally to multiply your money [32:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

I just got back from a trip to Las Vegas with my wife. I highlight some of our adventures (including driving excavators)... and why the bustling Vegas economy is a bit of an anomaly. Stocks have been rallying thanks to better-than-expected results (so far) this earnings season. But the headlines aren’t telling the real story. I explain what’s behind the numbers… why this rally won’t last… and why investors need to brace for the downtrend to continue. But that doesn’t mean you should sell everything. I share how to make a fortune as stocks move lower with the Moneyflow Trader strategy… while holding onto quality long positions (like the one I’m recommending tomorrow in Curzio Venture Opportunities). In this episode  A recap of my trip to Vegas [0:30] Don’t trust this earnings rally [7:22] Inflation still hasn’t peaked [16:10] Why there’s more pain ahead for the market [20:50] How to make a fortune when stocks crash [26:30] How to find high-quality long positions [29:45] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :