Frank Curzio
By Frank CurzioNovember 26, 2025

Thank you for being part of the Curzio Research family

Frank Curzio, Curzio One Wealth Forum

The markets are closed on Thursday, November 27, for Thanksgiving, and will close early at 1 p.m. ET on Friday, November 28. Our office will be closed both days so the team can enjoy some well-earned time with friends and family.

Before we sign off for the long weekend, we want to say thank you. We’re grateful for your support—and for being part of the Curzio Research family.

Speaking of family, at the Curzio One Wealth Forum, Frank shared a personal story about one of his most important mentors—his dad—and what drives him to do what he does every day:

If you’d like to watch the full presentation—and access all the private interviews from the Curzio One Wealth Forum—become a Curzio One member today!

As a member, you’ll also get first access to Frank’s brand-new private placement next week, along with an invitation to our 2026 Curzio One Wealth Forum (October 25–27).

Wishing you and your loved ones a happy, healthy Thanksgiving!

What’s really moving these markets?
Subscribe to access daily market updates and exclusive content
More about Portfolio Management
More from Frank Curzio

Why isn’t the oil market reacting to Iran?

Why isn’t oil surging as the Iran conflict escalates? Plus, why Oracle (ORCL) dropped after solid earnings… Will AI force the Fed to hike rates? … Can Kevin Warsh actually change the Fed? … And an El Niño trading opportunity.

Brace for a market pullback

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.

John Stephenson, Granite Point Research

A generational opportunity in offshore oil

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.

Oil prices

Oil could hit $120 this summer

Get ready for $120 oil. Plus, why Broadcom (AVGO) is selling off… Can politicians derail AI? … The SpaceX (SPCX) IPO… What's the Bitcoin (BTC) bull case? … Prediction markets are moving in on exchanges… And private equity redemption caps.

Bitcoin

AI changed my Bitcoin thesis

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.

Frank Curzio

The big winners of the AI power crisis

Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!