What's really moving these markets

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Daniel Creech is a Curzio Research analyst with over a decade of experience. He writes on macro trends, large- and ...read more
AI power

Microsoft’s CEO just confirmed our AI power thesis

Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move.

The Fed’s latest move will send stocks surging

The Fed just pulled a surprisingly bullish move. Plus, OpenAI sexbots… Trades on the China trade war… The government shutdown… A strong buy in regional banking… The government's $15B crypto seizure… And a big bank with a Trump tailwind.

Get exposure to one of these 4 energy names

Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin.

A $68 trillion opportunity for retail investors

Trump's tariff announcement will be good for the market… Larry Fink on government debt, social security, a $68 trillion opportunity, and the AI "bubble"... How the NewsMax IPO stuck it to Wall Street… And the future is bright for tokenization.

Risk

Will Trump’s risky economic plan pay off?

What the CPI data means for the market… Trump's plan to justify economic pain… Bessent says to invest in this sector… Watch these dates closely… What will end the crypto selloff? … And a silver lining of today's higher rates.

Trump and cryptocurrency

Has Trump changed his tune on crypto?

Why investors are so fearful right now… Will DOGE force the Fed to cut rates? … When will Trump's bill ripple through the economy? … Steven Cohen's 3 big market concerns… And has Trump changed his tune on crypto?

Robert F. Kennedy, Jr.

How RFK Jr. could shake up Big Pharma

What Target (TGT) and Walmart's (WMT) earnings say about consumers… How RFK Jr. could shake up Big Pharma… Bitcoin is riding the red wave to $100k… And a great trade in the forgotten gold mining sector.

Bitcoin creator

Did HBO just reveal Bitcoin’s creator?

The jobs data is just weird… What to watch this earnings season… Will AI change the world? … What a "breakup" would mean for Alphabet (GOOG) … Did HBO uncover Bitcoin's creator? … And buy this asset manager.

Trump vs. Harris: Who’s better for the market?

The upside of Google and Tesla's weak earnings… How to find the best AI stocks… Trump vs. Harris vs. the market… A historic Bitcoin 2024… How to profit from reckless government spending… And Crypto 2024: 5 Critical Catalysts.

Bitcoin

Bitcoin is going to $100k

Trump's opportunity to unite the country… What's behind the tech selloff? … Should you buy the dip in semiconductor stocks? … Larry Fink is now pro-Bitcoin… When will Ethereum ETFs get approved? … And why Bitcoin is going to $100k.

GameStop

Should Roaring Kitty be investigated for insider trading?

Why are oil prices falling despite production cuts? … Is a recession imminent? … Pay attention to rate cut expectations… Mark Cuban doesn't understand inflation… Should Roaring Kitty be investigated? … And what Berkshire’s "100% drop" tells us about AI.

Should crypto investors be worried?

These "smart money" investors believe we'll still see rate cuts this year… What's behind Bitcoin's pullback… Why the oil selloff is actually a positive sign… McDonald's (MCD) new smellable billboard… And this defense stock will benefit as geopolitical conflict escalates.

Why you’ll soon own Bitcoin and like it

These investors were big winners in 2023—should you follow them in 2024? … Why auto insurance premiums keep rising… How the uptick in inflation impacts the bulls' thesis… Bitcoin ETFs are officially trading… And an under-the-radar AI play.