With mild inflationary trends and expected growth in the dollar… almost everyone is expecting the price of the yellow metal to drop.But I can’t say I agree…Then, taking my focus overseas, I talk about China’s massive real estate bubble. And highlight the best ways for investors to position themselves around this crisis. Get your pens ready as I give listeners a list of ETF’s to pay close attention to.Today’s show also covers one of the biggest topics addressed in this past election (republican or democrat) – American Infrastructure.As you’ll hear, the infrastructure trend is for real. And as far as President Trump’s lengthy promised to-do-list, I expect infrastructure changes will lead the way.Good news for investors – there are a ton of stocks still in the sector that are relatively cheap in comparison to the S&P500. Tune in as I explain why it’s time to start placing your bets…And finally, to end the episode, I bring a few stocks under the microscope. This includes some of the top companies in the US that are paying highest tax rates. The stocks are CVS Health Corporation (CVS), Kinder Morgan (KMI), and General Electric (GE).As always, thanks for tuning in and good investing,Frank CurzioPS – For those not familiar… I host my Frankly Speaking podcast every Friday. And unlike my Wall Street Unplugged podcast (I host every Wednesday), I use this show to answer my favorite subscriber questions I receive on my email.The goal is to help educate, advise, and guide listeners through all the noise surrounding the financial industry. If you have any questions and want a chance to be mentioned on this podcast – simply email me at Frank@CurzioResearch.com. I’m more than happy to help! Also, be sure to put “Frankly Speaking” in the subject line.Thank you for the continued support!
Links and Resources
- To read the entire show transcript – click here!
- Article on the stunning destruction at Oroville Dam and the work ahead (Washington Post)
- Article on recent inflation surge (MarketWatch)
- Mentioned site: Briefing.com
Stocks Mentioned
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.
