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October 17, 2019

If A Stock Has A PR And No One Reads It…


We’ve all heard the philosophical quandary, “If a tree falls in the forest, will anyone hear it?” I’d like to pose a more pertinent question, “If a small-cap company has a material press release and no one reads it, will the equity ever re-price?” Let’s go back two decades; I’m living in my fraternity house and it’s the dawn of widespread online trading, where ... Read More
Categories: Comments On Events
Positions Mentioned: ASPS
October 2, 2019

Getting Ready For The Stock Market Crash…


It is something of a tradition amongst market commentators to make bold stock market calls because they gain you notoriety if you get it right. Over here at AiC, I don’t particularly care what people think. I’m here to make money—that’s it. Therefore, I’ve refrained from big market calls—particularly as I have no real edge in guessing where an index of a few hundred ... Read More
Categories: Comments On Events
Positions Mentioned:
September 25, 2019

Miami Real Estate Is About To Collapse…


Miami has a highly cyclical property market where the magnitudes of the booms and busts dwarf anywhere else in the country.  In my experience, trends in Miami real estate also tend to lead national trends by a few quarters. Therefore, smart guys always watch Miami. Roughly a year ago, I noticed that Miami property prices started to decline after a two or three-year period ... Read More
Categories: Comments On Events
Positions Mentioned:
September 20, 2019

Are Trump’s Incentives About To Change…???


Three weeks ago, I did the unforgivable and waded into US politics. I apologize, but I am about to do so again. Fortunately for all of us, I’ll keep my thoughts specifically to the stock market. Say what you will about Trump, he has had only one goal for the past three years; pump the hell out of the stock market. He tweets at ... Read More
Categories: Comments On Events
Positions Mentioned:
September 8, 2019

2 Letters; $20 Billion Lost


Over the past few months, we’ve learned a lot about the psyche of the typical Ponzi Sector investor. You see, Ponzi sector investors will ignore most red flags, even at a company like WeWork, with more red flags than a Soviet May Day parade; Super-voting stock – Zuck did that and it worked out in the end Accelerating losses – Look at all that ... Read More
Categories: Comments On Events
Positions Mentioned:
August 30, 2019

Talking Shipping With Mike Alkin


Over the past few months, I’ve received a lot of questions on shipping. Mike “Mr. Uranium” Alkin invited me on his show to answer some of those questions. We talked shipping, uranium, Greece and much more. My part begins at the 20 minute mark (damn Uber had me late).  I hope you enjoy. https://www.curzioresearch.com/this-beautifully-ugly-industry-has-massive-upside-potential/   
Categories: Comments On Events
Positions Mentioned:
August 26, 2019

It May Just Detonate…


Over the years, I’ve avoided talking much about US politics unless it directly impacts the markets. Longtime readers will know that I’m socially liberal and economically libertarian. As for politicians, I find them all to be liars; playing off human emotions for their own gain. I hate both main parties equally, as I don’t see either party representing what I believe in. With that ... Read More
Categories: Comments On Events
Positions Mentioned:
August 13, 2019

The Year Is 2030…


The year is 2030 and the S&P just broke the 1 million level following an algo-induced short squeeze after Trump tweets, “President Ivanka headed to China to negotiate an even better deal for USA. Chinese seriously intimidated because she’s hot.” It has now been 12 years, a trade deal is nowhere in sight and despite a global economic collapse, the market still rallies 2% ... Read More
Categories: Comments On Events
Positions Mentioned:
April 12, 2019

Kuppy Speaks With Market Huddle


Last Friday, I chatted with my good friends at The Market Huddle (click to listen). My only regret is that the audio quality made me sound as if I were in a submarine, when in reality it was just the internet in Limassol, Cyprus. We discussed product tankers, Sandridge and the markets in general.
Categories: Comments On Events
Positions Mentioned: STNG, SD
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