Wall Street Unplugged - What's Really Moving These Markets

Uranium investors are celebrating AGAIN this week… On Monday, the world's largest uranium producer - Kazakhstan's state-owned Kazatomprom - announced they are slashing production by 20% over the next three years. This news, on top of Cameco's (CCJ) production cuts last month, has created the setup we've all been waiting for… As massive supply continues to come off the market - I've invited uranium...

Uranium bets… A friendly feud at this years Silver & Gold Summit… My thoughts on AMD… And will Airbnb ever impact hotel stocks?

Welcome back to another episode of Wall Street Unplugged. Today's guest is Chris MacIntosh – Co-Manager of the Asymmetric Opportunities Fund and founder & owner of one of my favorite financial publications, Capitalist Exploits. As bitcoin's meteoric rise continues, one thing is certainly clear: People are confused. Tune in this week as Chris – who told us to buy Bitcoin at $400 – explains why this...

This week – instead of doing our normal Q&A routine, discussing your top questions about the markets, economy, even sports – I'll be doing something a little different… I just came back from the 2017 Cambridge International Silver and Gold Summit in San Francisco. I spoke on stage three different times, attended several meetings, and caught up with some my favorite guys within the industry… It's a...

First and foremost, Happy Thanksgiving! If you're one of the millions of Americans traveling, stuck in traffic, or simply need some time away from the relatives this week - this episode is my gift to you. Today's guest is Steve Koomar – former derivative trader at Goldman Sachs and editor of the Vigilante Investor newsletter.

My top online research tools, and why I use them…The rebalancing of GE & their recent dividend cut… My favorite funds & names to follow… a quick 13F analysis in real-time Questions & Comments: "What are some of your favorite places to research stocks and find new ideas?" • Paul [00:57] "Hey Frank, you may finally be right about GE. There's "blood in the streets" and nobody, ANYwhere, will say a si...

For uranium investors, the long wait for a rebound may finally be over… Welcome back to another episode of Wall Street Unplugged. Since Japan's Fukushima disaster in 2011, uranium producers have battled one of the worst bear markets in the commodity's history. Amid tough market conditions, uranium has been the only commodity where not a single mine can turn a significant profit. But in a major dev...

One of the most manipulative yet completely legal occurrences on Wall Street… A little hate mail… How to play volatile earnings… A merger arbitrage opportunity in Alterra? Questions & Comments: "Nice rant on wednesday. Seems like every week one of my stocks is getting trashed by these short reports. I'm not sure which firms are legit and which ones are the short scammers… hard to know which short...

Chris Mayer, former banking analyst and editor of two popular investment newsletters – Bonner Private Portfolio and Focus – joins us on this week's Wall Street Unplugged. Chris is one of my all-time favorites… A continual world traveler, I often call Chris the "Anthony Bourdain of finance." His boots-on-the-ground research uncovers frontier investment ideas you'll hear nowhere else. Last time Chri...

Why Facebook is still a buy after earnings... My thoughts on baseball (post-playoffs)... GE's free-fall… A slice of Michael Alkin's newsletter… How to figure out your investment timeline Questions & Comments: 1) "I know you've been high on Facebook (FB) for a very long time. I bought the stock because of you at $90 and still own it today. They just reported solid earnings and raised guidance... Is...

This week I sit down with legendary Texas wildcatter and CEO of Chisholm Exploration, Cactus Schroeder. Cactus is one of the smartest men you'll find in the oil business. For 40 years, he's drilled around the most prominent basins of North America. And he's consulted on or invested in over 1,000 drilling projects. Cactus was featured on Discovery Channel's Wildcatters – a television series that fo...

In this and every episode of Frankly Speaking, we discuss your top questions about the markets, stocks, the economy – even sports. This week (10/27/2017): Earnings bonanza… Why growth is more important than value right now… My favorite lessons since starting my own business… And Eagles to the Super Bowl? Questions & Comments: "Thanks for the Curzio Research Advisory exclusive update!" - Derek [00:...

The gold sector has been a free fall in 2017… No matter what CEO, drilling outcome, or project acquisition - just about every name in the industry has underperformed this year. But here's the good news: I have a great guest today that's here to clear up all of our concerns... He goes by the name of Marin Katusa - Founder and CEO of Katusa Research and one the the most respected deal-makers in the...

Why GE is now the largest position in my portfolio… Reasons for shorting Netflix during earnings… Why one FANG company is in for a rude awakening… A sneak peek at Michael Alkin's upcoming newsletter Questions & Comments: "General Electric (GE) reported terrible earnings on Friday. What are your thoughts? Is the bottom finally here?" – Aaron [00:45] "The new Facebook Live videos are awesome!… Espec...

Meet today's guest, Michael Alkin – Curzio Research's newest editor and senior analyst. Before joining Curzio Research, Michael spent over twenty years working in the hedge fund industry. He's considered a short-selling expert. On today's show, we get to know more about Michael… And how he went from mixing paint at Sherwin Williams in his mid-twenties to becoming the right-hand man of one of Wall...

Why I'm still long on General Electric (despite its recent slump)… Bruno Mars is NOT Michael Jackson… Eagles to the SuperBowl? On today's episode of Frankly Speaking, I mostly cover General Electric (GE). I've received tons of questions and emails after shares reached a new 52-week low last week. So I wanted to give my followers an update. A massive restructuring is currently underway and rumors a...

Welcome back to another episode of Wall Street Unplugged. Today I have an exclusive interview for you with Jeff Phillips, President of Global Market Development. If you haven't heard of Jeff, that's likely because he rarely gives interviews. But he's one of the most trusted names in the resource industry – like frequent guest and close friend, Marin Katusa. After financing over 100 different resou...

A breakdown of the Steel industry… How the Dodd Frank Act is now hurting the consumers… Reasons for today's "alarming" M&A numbers… The general scope of the Canadian marijuana market… Questions & Comments "Is this the perfect storm brewing for Steel Dynamics (STLD)?"... - John [00:47] "I finally get your rant about applying for a home loan… I'm currently purchasing a new home while trying to sell...

On this week's show I'm joined by the biggest bear I know on Wall Street – Richard Suttmeier. Rich has been analyzing stocks for over 40 years. He's currently the founder and CEO of Global Market Consultants. He's also a weekly contributor to Forbes and TheStreet.com. Richard is an expert at analyzing what he calls "the balance sheet of the U.S. economy," otherwise known as the FDIC Banking Profil...

Disciplined entry strategies… The psychological myth of investing… NFL protests… One of my favorite IoT companies… An update on a list of junior miners I've talked about throughout the years... Questions & Comments: "How do you handle what some call FOMO (Fear of Missing Out) when it comes to investing? I often get a little too eager and consequently, I sometimes place my bets at too high of a pri...

On today's show, Founder and CEO of Horowitz and Company - Andrew Horowitz, and I breakdown the recent sentiment shift surrounding the most popular momentum names in the market – Facebook, Apple, Amazon, Netflix, Google. Otherwise known as "FAANG." Andrew explains how the great "rotation" in these names – from growth to value – may foretell the market's tone for the remainder of the year… We then...

What's ahead for Curzio Research… The employee/ wage debate… The biggest risk in today's market NOBODY is talking about… The one FAANG company I'd invest in right now (If I had to choose)... Why baseball stinks "Frank, are you ever going to do what other newsletters have done, and offer one big price for all of your services?" - Kurt [00:50] "I want to get your opinion on the highly contested infl...

Today we welcome back Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. Under his 25-plus years of leadership, U.S. Global Investors has launched several funds, including the first-ever airliner ETF (JETS), and most recently, the U.S.Global Go Gold fund (GOAU). Since its June launch, GOAU has outperformed every major index within the gold industry. In this episode, Frank rev...

A safe cyber-security play… The best way to buy stocks on the TSX (Toronto Stock Exchange)… Another small cap biotech steal "It's been over a week since the Equifax (EFX) data breach and the stock has beaten down by roughly 25%. Should we buy the dip? …Or is there still more pain to come?" – Anthony [00:46] "Can you quickly recommend a few online brokers that are capable of trading stocks directly...