Frank Curzio
By Frank CurzioJuly 27, 2015

Ep 331 – Frankly Speaking: Gold, PANW, MHR, GOOG and Scaling In

We start today with a question from Evan who wants to know how we can spot a bottom in the gold markets.

The next few questions are from Mike. First he wants to know about Palo Alto Networks, Inc. (PANW) and next he wants to know if I have visited Facebook yet.

[app_audio src=”http://traffic.libsyn.com/sainvestorradio/Frankly20Speaking20EP20331.mp3″]

Then, Eddie would like to know my opinion on the Preferred Shares of Magnum Hunter Resources (MHR).

Daniel writes in to comment on Google and wants to know my opinion going forward.

And lastly, Agustin asks if my scaling in strategy actually makes sense.

As always, thanks for listening and good investing!

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.

Terms of Use | Legal | Privacy Policy

Read the signs. Beat the market.
The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.
More about Podcast

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.

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.

More from Frank Curzio

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?

The Fed needs to hike rates by 50 basis points

Why the Fed should raise rates by 50 basis points next week. Plus, rising yields will crush stocks… The coming pullback will be a buying opportunity… Will AI "kill us all"? … And Robinhood's "tokenization" efforts.

Prepare for a 10–20% market pullback

The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world.