Frank Curzio
By Frank CurzioOctober 19, 2018

Why everyone should hold speculative positions

It doesn’t matter how old or young you are… you need some speculative positions in your portfolio.

Today I explain how to think about risk as you get older… and why you want to pay attention to risk-adjusted returns.

While the trade talks between the U.S. and China have stalledI answer a great listener question: Should we be worried about China eventually shutting out foreign investors?

There are a lot of great buys out there after the market’s recent pullback… But after doing a deep-dive into one of the biggest names in the semiconductor industry… you’ll see why it’s a good idea to avoid this company—even after its recent 40% drop.

Download Transcript

Note: I’ve been telling you for months to ignore the financial media’s trade war hype. U.S.-China negotiations will have no impact on most industries. I say “most” because I’ve identified the one area where China could do some damage. And I created a special briefing on it right here.

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

The uranium bull market is back on

Inflation is cooling—so why are stocks falling? … Rate cuts are coming in 2024… Forget earnings—focus on this… Get bullish on gold and Bitcoin… And how to profit from uranium, government spending, and record travel demand.

Electric vehicles

Is Tesla a meme stock?

You must be cautious this earnings season… Is Tesla a meme stock? … Not all buybacks are created equal… Has Biden reassured voters? … Should you buy the dip in Bitcoin? … And what Intuit's latest move says about AI.

It’s time to get cautious on Tesla

A breakdown of the presidential debate—including media lies… Who would replace Biden… And whether inflation would improve under Trump. Plus, why you need exposure to big banks… Nike's disastrous earnings… And why you must be cautious on Tesla going forward.

Rick Rule, Sprott Global Resource Investments

Rick Rule: Precious metals are poised to explode

Legendary investor Rick Rule breaks down the underperformance in gold stocks… How government debt impacts individuals… Why precious metals could explode higher… Gold vs. gold stocks… How many stocks to own… And his take on Bitcoin.