Frank Curzio
By Frank CurzioJanuary 3, 2016

Ep. 377 – Frankly Speaking: DIS, Exporting Oil, Gold, LVS and IBM

Welcome to the first Frankly Speaking episode of 2016!

We start today with a questions from Andrew who would like to know more about Disney (DIS) and ESPN.

[app_audio src=”http://traffic.libsyn.com/sainvestorradio/Frankly20Speaking20EP20377.mp3″]

The next comment comes from Horacio who wants to know more about why Congress lifted the ban on exporting oil.

Alex writes in and asks if the potential interest rate hikes in 2016 will hurt the price of gold and gold mining shares.

The next question comes from Michael about Las Vegas Sands (LVS) and its dividend.

And our last question comes from Andrew who wants to know more about IBM.

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.

View all →
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.

View all →
Latest episodes
Ep. 1397

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?

WATCH NOW
Ep. 1396

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.

WATCH NOW
Ep. 1395

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.

WATCH NOW
Ep. 1394

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.

WATCH NOW

Most Popular