Frank Curzio
By Frank CurzioNovember 21, 2018

Happy Thanksgiving from Curzio Research

Happy Thanksgiving
I know some of you are traveling right now… stuck at airports… maybe sitting in traffic… or sweating over a hot stove preparing a feast for your family.Thanksgiving is a wonderful holiday. It’s my favorite.But let’s be honest… it can be stressful. If you’re the host, you’ve got to clean your house… prepare the food… entertain guests… listen to their stories of how long it took to get to your house… hang out with that relative you don’t like… and generally try to make everything absolutely perfect for your family.I’m sure it will be hectic at times.But to me, hectic is good.It means I have an awesome crazy family… time to spend with them… and plenty of food to celebrate with. Those are some pretty cool things to be thankful for.  I’m also incredibly thankful for you.So drink a couple cocktails… watch some football… eat lots of turkey… and enjoy the day with your family and friends. (Don’t talk politics!)I hope you have a wonderful Thanksgiving.
What’s really moving these markets?
Subscribe to access daily market updates and exclusive content
More about Commentary
More from Frank Curzio

This chipmaker is a screaming buy

These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market.

Khadija Mustafa, VivoPower Advisory Council

AI is now a critical national asset

Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more.

Brace for a market pullback

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.

John Stephenson, Granite Point Research

A generational opportunity in offshore oil

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.

Oil prices

Oil could hit $120 this summer

Get ready for $120 oil. Plus, why Broadcom (AVGO) is selling off… Can politicians derail AI? … The SpaceX (SPCX) IPO… What's the Bitcoin (BTC) bull case? … Prediction markets are moving in on exchanges… And private equity redemption caps.