The 10-year note could break the market
If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.
Is SpaceX a buy on its pullback?
Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.
BlackRock and Meta’s $12B bond deal changes the AI landscape
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more.
Netflix is dead
Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment?
3 sectors set to surge in 2026
Interest rates are going down—regardless of the Fed… and these 3 sectors will profit as bond yields steepen. Plus, 2 housing stocks to buy… The real winner in Trump's China chip deal… And the Warner Bros. (WBD) bidding war.
Bitcoin is getting ready for a rebound
Bitcoin (BTC) is getting close to a bottom—and a simple trade to profit. Plus, Jim Cramer and big banks… Why Netflix (NFLX) won't win the Warner Bros. (WBD) bid… Disney's (DIS) "power" move… And power stocks to buy on the…
Why I’m scooping up more WRAP
Why I'm buying more Wrap Tech (WRAP) after earnings. Plus, is it time to buy Disney (DIS) on the pullback? … The surprising sector boosting AI… A quick AI earnings rundown… And a 10x opportunity in the biotech space.
A recap of our first-ever Curzio One Wealth Forum
Best moments from our inaugural conference: Hyperscalers are in dire need of power… How it feels to get "Bolawrapped"... Wonder Woman's stunt double… From biotech to luxury candy: Deals for One members… And how to join Curzio One.
What will be Trump’s next target for an equity stake?
What sector is Trump eyeing for his next equity stake? Plus, 3 major market tailwinds… 2 power plays to buy on a pullback… 2 chart trades… Musk on "corporate terrorists"... And a rare opportunity to buy a tech titan.
The AI bubble debate: What investors need to know
Is AI in a bubble? … Is Netflix (NFLX) a buy? … Galaxy Digital's (GLXY) best quarter ever… Travis Kelce's Six Flags (FUN) investment… The surges in Beyond Meat (BYND) and Apple (AAPL)... And DigiPower X's (DGXX) hedge fund love.
The market is near all-time highs—is a crash coming?
Is a market crash imminent? Plus, Disney's (DIS) Kimmel debacle… An energy stock to buy… The CoreWeave (CRWV) short thesis... Why Micron (MU) is pulling back… Starbucks' (SBUX) closures… A play on lower rates… And is CarMax (KMX) a buy?
AI is crushing this established sector
These stocks are quickly falling prey to AI. Plus, are more interest rate cuts coming? … Jimmy Kimmel's firing… Intel's (INTC) undeserved lifelines… Is StubHub (STUB) a buy after its IPO flop? … And a trade on a prior winner.
Google’s antitrust case: This stock will be the real winner
Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC).
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