Wall Street Unplugged - What's Really Moving These Markets

What a difference a few days makes. The mainstream media has turned from bearish to ultra-bullish—and stocks have surged—as the latest data shows inflation slowing.   And, as I explained in last week’s WSU Premium, several stocks could soar to new highs by year-end as money managers try to catch up to their benchmarks.   But while markets will likely continue to rise, don’t get too bullish yet… The economy is still facing major headwinds in 2024. I explain why this rally will be short-lived.   Target (TGT) is rallying after earnings came in better than expected. Even after the recent surge, the stock is still cheap at current levels. I break down the company’s latest results… and why we’ll never see its shares trade below $100 again.   Be on the lookout next week: I’ll be sending you a special interview with Amir Adnani, president, CEO, and founder of Uranium Energy Corp. (UEC). You won’t want to miss our wide-ranging discussion on the new bull market in uranium… and why it’s likely to last for many years.   In this episode The market’s sudden shift to ultra-bullish [3:28] Don’t miss next week’s interview with Amir Adnani [9:45] Enjoy the rally—it won’t last long [19:15] TGT just put in its "forever" low [35:55]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week:   Subscribe to the premium podcast at WSUOffer.com.   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Both of my daughters participate in organized sports… And as fellow sports parents know, our schedules can get a little hectic. I joke about how crazy our lives are right now… but why I wouldn’t change a minute of it.   Stocks are in rally mode. The S&P 500 is up 6% over the last seven trading sessions… while the Nasdaq is up 8% over eight trading sessions. I break down what’s behind the surge… and why it’s a little crazy given the environment and the Fed’s current agenda.   Speaking of the Fed, I highlight how the central bank’s reckless policies created inflation… and why no one saw it coming.   Next, I explain why the best-performing stocks will keep surging through the end of the year… while underperforming stocks will continue to lag (hint: it has nothing to do with fundamentals). This leads me to a rant on how the big asset managers f*** over individual investors.   On tomorrow’s episode of WSU Premium, I’ll share around 50 names that I expect to climb as we head into the end of 2023. Don’t miss it—Subscribe to the premium podcast at WSUOffer.com.   In this episode The hectic life of a sports parent [0:30] It’s wild that markets are in rally mode [4:40] How the Fed created inflation [7:30] Why the best-performing stocks will keep surging [17:05] How Wall Street f***s over the little guy [19:00] Get my list of 50 stocks that will continue to new highs [28:10] Subscribe to the premium podcast at WSUOffer.com. Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

I start today’s show by recapping my family’s awesome Halloween.   By the time you get this episode, we’ll know the results of the Fed’s latest monetary policy meeting. I share my expectations about future rate hikes… and explain why the market is finally starting to believe the Fed.   Quarterly earnings results are rolling in… and so far, they’ve been terrible. I highlight several companies getting crushed by higher interest rates… and a handful of names that have more upside as rates stay higher for longer.   Next, I share the one asset investors should be buying as we face an economic downturn. Plus, I highlight a market that’s set to grow to $16 trillion by 2030—from virtually nothing today.   Investors face a ton of pain ahead… and I want to help you through as much of it as possible. If you have any questions about the strategies we use here at Curzio Research—and which ones are right for you—don’t hesitate to call us at 1-888-287-9461.   In this episode  I hope your Halloween was as great as mine was [0:33] Investors are starting to believe the Fed [5:00] Earnings season winners and losers [10:18] The one asset to buy as the economy struggles  [24:35] This market will hit $16 trillion by 2030 [30:25] Let us help you through the market pain [43:05]    Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

For over 10 years, my family and I have been attending a local fair here in northeast Florida. Usually it’s packed—but not this year. I highlight the terrible experience… and what it says about the economy.   Speaking of the economy, I explain what Fed Chair Jerome Powell got wrong about inflation… and why we must prepare for a recession.   We’ll see earnings growth from two sectors… but it will mean even more pain to the economy (and consumers).   But don’t let the negative news scare you out of the markets—the market volatility will create amazing risk/reward opportunities going forward. I share a few assets you should have exposure to right now.   Don’t miss tomorrow’s WSU Premium. Daniel and I will discuss the opportunity in small-cap stocks… and share our latest pick.    In this episode What my fair experience says about the economy [0:30] Prepare for a recession [8:20] What Powell got wrong about inflation [15:15] Growth in these 2 sectors = more pain ahead [21:15] Diversify with this inflation hedge[26:40] Don’t miss tomorrow’s WSU Premium [35:25]   Looking to diversify your portfolio as inflation becomes the new normal?   Contemporary art has a history of strong appreciation during high inflation periods—like right now.   Masterworks’ innovative platform makes starting a fine art collection attainable for anyone.   Here’s how:   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

I’m back in the office after attending a major industry conference for the financial newsletter business.   I start today’s show by recapping some of the biggest moments from the event—including my pitch about tokenization. I share why the buzz is building around this trend… why it’s a win-win for investors and businesses alike… and why it’s set to be the biggest trend of my lifetime. (And behemoth asset manager BlackRock agrees.)   Plus, I explain the advice I gave my colleagues about podcasting—and why they shouldn’t do it.   Next, I highlight several factors weighing on the market right now—including higher interest rates… some ugly data on housing starts… and investor sentiment turning bearish. But despite these risks, I share why we could see a pop in the market.   As Q3 earnings roll in, I break down what investors should be watching for… and how higher oil prices and interest rates could impact next quarter’s results.   Don’t miss tomorrow’s WSU Premium, where Daniel and I will discuss big banks… oil stocks… and a new Dollar Stock Club pick to play rising commodity prices.   In this episode Tokenization is the biggest trend of my lifetime [2:30] Why podcasting isn’t for everyone [16:13] Why stocks could rally, despite the growing risks [28:20] The most important numbers this earnings season [31:20] Don’t miss tomorrow’s WSU Premium [36:20]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Frank is on the road for business for the week, so I, Daniel, am leading the show today.   I kick things off with a recap of my road trip to Ohio… including some good news about how our tax dollars are being spent. (I swear I’m not being sarcastic.)   Stocks are rallying even as war is breaking out in the Middle East. It’s a great example of how markets and reality can be vastly different. I explain why this bounce could continue through the end of the year.   As expected, oil prices popped in response to the violence. Regular listeners know I’ve been bullish on energy for many months. I explain why the current environment creates major tailwinds for oil prices… why every investor should have exposure to energy stocks… and how the war impacts my thesis.   Next, I break down today’s Producer Price Index (PPI)… highlight the one data point to focus on in tomorrow’s Consumer Price Index (CPI) report (hint: it’s all about energy prices)... and explain why the numbers could force the Fed to raise rates even more.   I also explain why hedge fund titan Bill Ackman has a bone to pick with Harvard… and why it’s the latest sign of the growing division in our nation.   Don’t miss tomorrow’s episode of WSU Premium. I’ll dig deeper into the energy sector… highlight the opportunities developing in consumer staples stocks… and reveal this week’s Dollar Stock Club pick.    In this episode Proof that your tax dollars are working hard [1:35] Why this market rally could continue (despite the war) [9:15] A recipe for higher energy prices [19:20] The only inflation number that matters right now [23:10] Bill Ackman has a bone to pick with Harvard [25:45]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

I just returned from a business trip to Miami… and start today’s show with a rant about how consumers are getting “fee’d” to death.   Stocks are selling off as investors digest higher-for-longer interest rates and lingering inflation. And I see way more downside ahead…   I share some data on the impact of student loan payments, which have resumed after a three-year pause. I also highlight the biggest headwind for the economy (hint: it’s a rising cost that none of us can escape).   I’ve been pounding the table on how this is one of the most dangerous markets I’ve ever seen… Despite the fastest pace of rate hikes in history, some of the riskiest stocks have been surging. But this irrational bull run is coming to an end. I explain why the Fed won’t be able to pull off a soft landing… and why we should brace for more pain throughout the housing sector, community banks, and consumer spending.   Shockwaves are rippling across the political aisle as House Speaker Kevin McCarthy (R) was ousted this week. I explain how this changes my thesis on ridiculous government spending… and why it will lead to a long, drawn-out selloff in stocks.   But that doesn't mean you should sell everything and move to cash. Tomorrow on WSU Premium, I’ll share exactly how to position yourself for this market—including a new Dollar Stock Club pick… from a sector I’ve never recommended before in my entire career. Access the premium podcast at WSUOffer.com.   In this episode We’re getting “fee’d” to death [0:30] What's behind the market selloff? [7:30] Consumers can’t escape this rising cost [10:45] Why this irrational bull run is ending [20:35] Why McCarthy’s ousting will trigger more declines [28:25] Don’t miss tomorrow’s WSU Premium [40:20]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website:   Access the WSU Premium at WSUOffer.com.

Target's store closures due to theft and organized crime have troubling implications for local economies; the podcast explores the connection between policy, politics, and economics. The host shares a contrarian view on global warming, discusses the trendy concept of 'carbon capture,' and reveals two favorite stocks in the energy sector. The podcast also covers the impact of government policies, investing in resilient businesses like Walmart, and positive news about the world's largest reef recovering. Additionally, it delves into social media algorithms, CO2 emissions, and oil market opportunities.

I start today’s show by explaining why I won’t be retiring anytime soon…   By the time you listen to this, the Fed will have decided whether to hike interest rates… or keep them at current levels. I break down what I expect to happen… and why investors should be concerned about the latest inflation data.   Global debt has hit record levels… and higher rates will add trillions more in interest payments. I rant about how insane government spending is to blame… and how the Inflation Reduction Act (IRA) only proves government spending isn’t slowing down anytime soon.   A lot of folks think the Fed can solve these problems by cutting interest rates. I explain why a rate cut would NOT be bullish for the stock market.   Finally, I highlight one sector that will continue to thrive amid the government’s crazy policies.   In this episode Why I’m not retiring anytime soon [0:33] The Fed’s latest interest rate decision [5:44] Global debt hits a new record high [8:55] The government’s insane spending [14:15] Why higher rates will hurt the market [17:50] This sector will thrive thanks to the government’s crazy policies [22:05] Don’t miss tomorrow’s Dollar Stock Club pick [29:35]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Frank is out of the office, so I (Daniel) am taking the reins on today’s show.   The latest Consumer Price Index (CPI) data is in—and the sharp rise in energy prices is dominating the report. I break down what’s behind the surge… and why the situation creates a big problem for the Fed.   Speaking of energy, the International Energy Agency (IEA) expects oil demand to peak before 2030 as clean energy replaces fossil fuels. I explain why I don’t believe this will happen… and why you’d be wise to have exposure to oil & gas right now. And I highlight a report from over 1,600 scientists on why climate change isn’t as dire as the media makes it sound.   The Wall Street Journal recently ran a story about how amateur investors are piling into risky option bets. I recap the article… and explain why this strategy has worse odds than the casinos in Vegas. But that doesn’t mean you can’t use it to your advantage. I share a few tips on how to turn the odds in your favor… and a brokerage firm benefiting from the trend.   In this episode Energy prices are dominating the CPI [2:05] Why I don’t think we’ll see peak oil demand by 2030 [8:25] Over 1,600 scientists say not to worry about climate change [15:00] Amateur investors are making risky option trades [19:45] A brokerage to add to your watchlist [25:50]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com