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  • ✇Curzio Research
  • Prepare for a 10–20% market pullback Frank Curzio
    The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world. The post Prepare for a 10–20% market pullback appeared first on Curzio Research.
     

Prepare for a 10–20% market pullback

3 September 2026 at 12:55

The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world.

The post Prepare for a 10–20% market pullback appeared first on Curzio Research.

  • ✇Curzio Research
  • A major bear case against AI is falling apart Daniel Creech
    A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs. The post A major bear case against AI is falling apart appeared first on Curzio Research.
     

A major bear case against AI is falling apart

26 August 2026 at 10:44

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.

The post A major bear case against AI is falling apart appeared first on Curzio Research.

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