Curzio Research

The 10-year note could break the market

By Frank CurzioSeptember 2, 2026

If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.

Curzio Research

September 2, 2026

3 ripple effects of the Iran conflict that the market is missing

The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.

Curzio Research

September 1, 2026

The AI arms race has a power problem nobody planned for

Big Tech is preparing to spend more than $1 trillion a year on AI infrastructure. But the power needed to bring those projects online is in short supply. Companies sitting on power capacity could hold a major advantage.

Curzio Research

August 31, 2026

You can’t save your way to wealth—what to do instead

Think saving will make you rich? Think again. This article breaks down why the system is rigged against savers—and shows you the smarter path to real wealth.

Ranked the ^#1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

The Treasury may be replacing the Fed as Wall Street’s backstop

Treasury Secretary Scott Bessent is signaling he won't simply stand by if long-term yields keep climbing. With deficits near $2 trillion and borrowing costs rising, investors may be watching the birth of a new market backstop: the "Treasury put."

Frank Curzio

August 27, 2026

Will Washington kill the AI trade?

How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing?

Curzio Research

August 27, 2026

Old GPUs are changing the math behind the AI boom

One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.

Daniel Creech

August 26, 2026

A major bear case against AI is falling apart

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.

Curzio Research

August 26, 2026

3 warning signs that a dividend cut is coming

If you're an income investor, there's one piece of news you never want to hear: that a company in your portfolio is cutting its dividend. Fortunately, there are signs you can watch out for to help identify coming dividend cuts.

Curzio Research

August 25, 2026

Nobody’s asking the most important AI question

Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already…

Curzio Research

August 24, 2026

Bitcoin miners just found a better business model

Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.

Curzio Research

August 21, 2026

Why this confusing market may be healthier than it looks

The market is sending wildly conflicting signals, from rising yields to strong earnings and record stock prices. But history suggests investor skepticism can be healthy for the market. Here's why… and what could change the outlook.

Curzio Research

August 20, 2026

The bond market just overruled the Fed

Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed doesn't directly control. Here's why the 10-year Treasury may be the market's most important number.

Frank Curzio

August 20, 2026

Is the tokenization opportunity over?

Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)... Will the Clarity Act finally pass this year? … And another horrible SPAC crushing retail investors.

Frank Curzio

August 19, 2026

The Treasury’s latest move is a warning sign

The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us.

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Ranked the ^#1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

The 10-year note could break the market

3 ripple effects of the Iran conflict that the market is missing

The AI arms race has a power problem nobody planned for

You can’t save your way to wealth—what to do instead

The 10-year note could break the market

Will Washington kill the AI trade?

A major bear case against AI is falling apart

Is the tokenization opportunity over?

Most Popular

The Treasury may be replacing the Fed as Wall Street’s backstop

Will Washington kill the AI trade?

Old GPUs are changing the math behind the AI boom

A major bear case against AI is falling apart

3 warning signs that a dividend cut is coming

Nobody’s asking the most important AI question

Bitcoin miners just found a better business model

Why this confusing market may be healthier than it looks

The bond market just overruled the Fed

Is the tokenization opportunity over?

The Treasury’s latest move is a warning sign

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Frank Curzio

Daniel Creech