Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.
Steve Koomar: The Real Winners of GOP’s Tax Reform
Welcome back to another episode of Wall Street Unplugged.First and foremost, Happy Thanksgiving!
If you’re one of the millions of Americans traveling, stuck in traffic, or simply need some time away from the relatives this week – this episode is my gift to you.Today’s guest is Steve Koomar – former derivative trader at Goldman Sachs and editor of the Vigilante Investor newsletter.
With a 20% corporate tax cut around the corner, tune in as Steve points out four “industry dominators” that will be impacted the most.
Steve also shares with us his overall economic outlook, his thoughts on today’s volatility, and as always – his favorite stock ideas to invest in right now.
Good Investing,
Frank Curzio
Have a question for Frank and Daniel,
submit it here: askcurzio.com
Follow Frank's
Wall Street Unplugged podcast
“I follow you. I’ve gotten amazing ideas for my shows from you.”
More Wall Street Unplugged
This earnings season will wreak havoc on the market
Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds?
The cooler PCE isn’t the win you might think
The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.
Can inverse ETFs save you from a pullback?
Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium.
Political headwinds can’t derail the AI trade
Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.
Is the selloff in financial stocks a warning sign?
Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government.
The market is facing the perfect storm
The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?
Latest episodes
