Wall Street Unplugged - What's Really Moving These Markets
Curzio Research
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Listen to renowned small cap stock analyst Frank Curzio talk with leading economists and respected investment professionals. Frank also breaks down the news of the week so all listeners can make money in these markets!
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Wall Street Unplugged - What's Really Moving These Markets
May 17, 2023
Don’t be fooled… Inflation is NOT coming down
Between the debt ceiling drama… interest rate hikes… inflation and stagflation… and mixed economic signals… it’s hard to make sense of all the chaos right now. The media says inflation is coming down… But I have a quick rant about why you shouldn’t be fooled by the latest economic data—or the talking heads. I also explain why it’s insane for anyone to expect a rate cut this year. Next, I break down the government’s crazy spending spree… and why it’s going to be a big problem going forward, especially for the U.S. dollar. The latest round of 13Fs are in—showing what the biggest money managers invested in last quarter. I highlight one sector these guys have been piling into… and why it’s a major red flag for the economy. Home Depot (HD) reported earnings yesterday. I break down the results and explain why things will get much worse for the retailer. Plus, I share two stocks that are much better buys right now. Tomorrow on WSU Premium, Daniel and I will highlight around 20 more names that will give you more bang for your buck than HD. Make sure to catch the episode—Subscribe to WSU Premium at WSUoffer.com. In this episode Making sense of the market chaos [0:30] Inflation is still running rampant [3:35] Don’t expect a rate cut this year [7:30] Our national debt is out of control [10:00] A major red flag in the latest 13Fs [13:05] Shares of HD are overpriced [19:50] Tomorrow’s can’t-miss episode of WSU Premium [27:05] 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
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Wall Street Unplugged - What's Really Moving These Markets
May 10, 2023
The biggest mistake the Fed can make right now
I start today’s show with a rant on my experience building a home… from paying the bills before my family can even move in… to workers smoking in the house… to a shower leaking through the ceiling… and getting ripped off on allowances. Housing demand remains strong—for now. I explain why I expect the outlook for homebuilders to turn ugly over the next 12 months. By the time you listen to this episode, the latest Consumer Price Index (CPI) data will be out. I break down why the Fed can’t lower interest rates until it gets inflation under control… and why a rate cut would be the biggest mistake the Fed could make. Tomorrow on WSU Premium, Daniel and I will dig through the inflation data and share our latest Dollar Stock Club pick—a company that will benefit from interest rates remaining higher for longer. Don’t miss the episode—join WSU Premium today at WSUoffer.com. In this episode My homebuilding nightmare continues [0:30] Housing demand is strong—for now [5:00] The next 12 months will be tough for homebuilders [12:10] What I expect from today’s CPI data [18:40] Why the Fed must get inflation under control [24:25] Why cutting rates would be a massive mistake [34:30] Don’t miss an episode of WSU Premium—Subscribe at WSUoffer.com [35:20] 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
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Wall Street Unplugged - What's Really Moving These Markets
Apr 26, 2023
Is the U.K. retaliating against the U.S.?
My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage. We’re in the heart of earnings season—and a ton of big names are reporting this week. I explain why McDonald’s (MCD) and PepsiCo (PEP) are trading near 52-week highs… and why you shouldn't expect prices on your favorite products to come down anytime soon. The Fed is set to hike interest rates next week and many investors think it will be the last time—but I disagree. I explain why I expect several more rate hikes over the next few months… and why anyone predicting rate cuts later this year is nuts. Next, I break down the positives and negatives in yesterday’s earnings from Alphabet Inc. (GOOG) and Microsoft (MSFT). The biggest news for Microsoft came from the U.K. Competition and Markets Authority (CMA), which killed its deal to buy Activision Blizzard (ATVI). I explain why the CMA’s move could be retaliation for a recent U.S. policy move… and why investors should be concerned about the government’s growing intervention across multiple industries, especially energy and crypto. On tomorrow’s episode of WSU Premium, Daniel and I will dig deeper into Microsoft’s dead Activision deal and the growing tensions between world governments. We’ll also discuss the government’s attack on crypto… and how “de-dollarization” will create a major shift in global power. Don’t miss the episode—join WSU Premium now. In this episode What I’ve learned from 15 years of marriage [0:20] Why MCD and PEP are near 52-week highs [2:50] The Fed isn’t done hiking rates [5:00] GOOG is buying back $70 billion in stock [8:13] A great hedge against inflation[15:08] Is the U.K. punishing MSFT for the U.S.’s actions? [16:03] Don’t miss tomorrow’s WSU Premium [34:00] My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage. Sponsor: Art makes a great hedge against inflation... Masterworks, our sponsor this week, created a revolutionary platform that enables individual investors to stake a claim in the $1.7 trillion blue-chip art industry. And you can skip the waitlist. (https://www.masterworks.com/?utm_source=curzioblock&utm_medium=affiliate&utm_campaign=Curzio&utm_term=Curzio+Member&utm_content=Masterworks) 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
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