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.
If you’ve followed me for any length of time, you know I’m not a perma-bull or perma-bear. There are times to be fired up… And there are times to be cautious.I don’t have a crystal ball… but I do believe earnings expectations are way too high going into next quarter—and as a result, the markets could pull back over the next three to six months.Speaking of pullbacks… Nvidia (NVDA) lowered earnings guidance for the first time in almost three years. Shares are off about 5%. I respond to a great listener question asking if it’s time to buy.Another listener asks about buy-up-to prices. I explain how to use them… and break down other simple investment strategies that’ll help maximize returns in your portfolio.Let’s get started.Download Transcript
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 Frankly Speaking
Don’t buy junior gold miners—until you listen to this
If you’re thinking about investing in junior gold miners, it’s...
Here’s what you need to know about Google’s shocking Q1 miss
This week, Google reported weak first quarter earnings… I won’t...
More from Frank Curzio
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?
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.
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.
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.
Is the selloff in financial stocks a warning sign?
Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government.
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?
Latest episodes
