Jim Green

[Frank Curzio @FrankCurzio]

I have an interview you don't want to miss: Ivan Bebek, CEO of Coppernico Metals $CPPMF @CoppernicoMetal

I've known Ivan for years, and this might be one of the best opportunities I've seen in the metals space, period.

A potential multi-billion dollar copper discovery — sitting right as the world runs into a supply problem nobody's fully pricing in yet.

We need copper. A lot of it. And there isn't enough supply to fuel the next wave of data centers and electric grids.

This interview drops in a few days, and if you're a copper investor, it's a must-watch.

Especially with copper prices holding near all time highs.

I'll post the full interview here as well.

[America Pulse News @AmericaPulseNew]

🚨SOPHIE CUNNINGHAM TELLS LEBRON JAMES TO STAY OUT OF IT: “FLOPPY SHOULD STAY OUT OF IT. HE DOESN’T HAVE THE CORRECT GENITALIA TO HAVE AN OPINION ON THIS!”

She is not backing down.

WNBA star Sophie Cunningham responded to LeBron James calling her stance on men in women’s sports “sad and disappointing” with pure fire. Cunningham said she “couldn’t care less” what James thinks and told Sports Illustrated: “Floppy should stay out of it. He doesn’t have the correct genitalia to have an opinion on this.”

When reminded that James was disappointed, she added: “So is the fact that he won’t retire, but you don’t see me complaining.”

While the biggest name in the NBA tries to lecture female athletes about their own sports and locker rooms, Cunningham is refusing to apologize for telling the truth.

One of the only players in professional sports still willing to say what everyone else is thinking.

@AmericaPulseNew

Share this everywhere so every athlete still staying silent sees what real courage looks like!

[Frank Curzio @FrankCurzio]

Trump didn't end the Middle East War for peace.

It was about rewiring America's economy.

But almost nobody is watching how...

Here's what's actually going on beneath the surface: (1/13)

[Jim Green @SparrowsEdge]

@mehwish1278 Praying for a safe and successful surgery

[Frank Curzio @FrankCurzio]

BREAKING:

Lutnick just signaled the US may move against Chinese robots entering American markets.

If you're holding industrial automation stocks right now, this just changed your... show more

[Frank Curzio @FrankCurzio]

The index just posted its largest 7-week surge since Q1 2022. Up 57.6 points since late April.

Jobs. Services. Manufacturing. Factory orders. Job openings.

Every major data point came in above expectations.

The consensus trade right now is fear. Recession headlines. Fed paralysis. Slow growth forever.

The data says something completely different.

At 63.2, we're approaching the 79.6 peak from July 2023 - which would put us at the strongest reading since the early 2021 pandemic recovery.

The economy doesn't care what the bears are writing about.

And when data consistently beats this hard for this long... earnings estimates start moving up.

Higher earnings estimates mean higher stock prices. That math is simple.

The investors sitting on the sidelines waiting for the economy to crack are going to be the last ones to know it never did.

I've been doing this for 30 years. If you want the takes Wall Street doesn't publish, follow me @frankcurzio.

- Frank

[Frank Curzio @FrankCurzio]

...reprice. Fast.

The Strait of Hormuz is the single most important choke point on the planet. Roughly a fifth of the world's oil flows through it. When it's open, energy markets breathe. When it's closed, everything tightens.

It's been closed - or functionally impaired - long enough that crude ran hard.

Now Trump says ships are moving again.

The first read is obvious: oil pulls back. Traders who piled into energy on the disruption trade will start trimming.

But here's where you have to slow down.

"Starting to move" is not the same as fully open. One tanker transit is not normalcy. And Iran hasn't made a single public concession.

So watch what energy names actually do in the next 48 hours. If the sector sells off hard on this headline... that's your signal the market is pricing in full resolution. And full resolution isn't confirmed yet.

This is the moment where trigger-happy traders give back weeks of gains chasing a headline that may not hold.

If you own energy here... don't let one Trump statement make the decision for you. Wait for confirmation.

Every day I find the market stories that matter before everyone else does. Want to see more? Follow me @frankcurzio.

- Frank

[Laura Loomer @LauraLoomer]

The Deep State spent years manufacturing a fake Russia collusion hoax against President Donald Trump @realDonaldTrump to intentionally desensitize the public to actual foreign subversion.

Now, literal communist operatives, jihadists, and useful idiots in the Woke Reich are exploiting that exact blind spot to carry out a psyop on conservatives, with many of these influencers traveling straight to Moscow and various Muslim countries to coordinate an open infiltration of the Right to destroy Western civilization.

Because the public was conditioned to ignore real threats after developing Russia fatigue following 10 years of Democrat lies about “Russia Collusion”, Russia took advantage of the fatigue and is now trying to weaponize the Woke Reich to destroy American sovereignty and usher in a total communist takeover and multipolarity. They admit this too by the way… it’s called Duginism.

[Blue Lives Matter @bluelivesmtr]

REPORTER: I just want to make sure I understand. You're alleging that the Southern Poverty Law Center was paying the leaders of KKK and other groups?

BLANCHE: I'm not alleging it. The grand jury returned an indictment that says that.

The media can't even handle the truth.... so let's do their jobs for them and make sure EVERYONE sees it.

#thinblueline #lawenforcement

[Frank Curzio @FrankCurzio]

The SpaceX IPO will be daylight robbery for investors.

Financial media is presenting it as a huge opportunity.

But it has a dirty secret that no one's calling out.

Here's the TRUTH behind the SpaceX IPO (& why investors should watch out): (1/12)

[Frank Curzio @FrankCurzio]

You need to watch this before going anywhere near the Space X IPO.

The numbers don't lie — and right now, they're screaming.

$19 billion in revenue. But $4.3 billion lost in just the last 90 days. At a $1.7 trillion valuation.

No earnings. Slowing growth. And a price tag that assumes everything goes perfectly forever.

Compare that to $NVDA: actual profits, faster growth, and a valuation that at least has fundamentals behind it.

SpaceX isn't a bad company. It might even change the world.

But at this price? You're not buying a business. You're buying a dream — and someone else is pricing that dream.

This clip is from Wall Street Unplugged Premium — the subscriber only podcast where we go much deeper on analysis like this and break down dozens of stocks you won't hear about anywhere else.

[MAGA Voice @MAGAVoice]

Keir Starmer does NOT want the World to see how badly British Patriots want their country back

Would be a shame if it went viral on 𝕏

[Frank Curzio @FrankCurzio]

Elon Musk. Tim Cook. Larry Fink. David Solomon. Jane Fraser. Kelly Ortberg.

That's Tesla, Apple, BlackRock, Goldman, Citi, and Boeing in one room with Xi Jinping.

This is the full list:

Musk (Tesla/SpaceX), Cook (Apple), Fink (BlackRock), Schwarzman (Blackstone), Solomon (Goldman), Fraser (Citi), Ortberg (Boeing), Miebach (Mastercard), McInerney (Visa), Culp (GE), Mehrotra (Micron), Amon (Qualcomm), Sikes (Cargill), Powell McCormick (Meta), Thaysen (Illumina), Anderson (Coherent).

And they said more CEOs are still being added.

Think about what this delegation actually signals.

You don't fly the CEOs of Apple, Micron, and Qualcomm to Beijing for a photo. You fly them there to open markets, lock in supply chain agreements, and restart deals that got frozen during the trade war.

Semiconductors. Consumer tech. Finance. Defense. Agriculture. Payments.

Every major sector that got hammered by tariffs has a seat at this table.

The market is completely underpricing what a real deal here looks like.

Apple gets manufacturing relief. Micron gets back into Chinese data centers. Boeing reopens orders. Goldman and Citi get broader financial market access.

Watch the names on this list when markets open.

I've been doing this for 30 years. If you want the takes Wall Street doesn't publish, follow me @frankcurzio.

- Frank

[Frank Curzio @FrankCurzio]

HOLY SMOKES:

Cameco is projecting up to 20 AP1000 nuclear reactors coming online.

If you own uranium or power infrastructure right now, you're sitting on... show more

[Frank Curzio @FrankCurzio]

...a record $115,700.

Median price: $387,400. Average price: $503,100.

That spread tells you everything. A handful of luxury transactions are propping up the headline number while the real market underneath is weakening fast.

Real home prices - adjusted for inflation - just hit their lowest level since 2014.

This is the biggest monthly decline since November 2024. One month. $21,600 gone.

So what does this mean for your money?

Homebuilders are feeling this first. When median prices fall this hard, margins compress - fast. The move-up buyer disappears. The entry-level buyer is stretched. There's no clean segment of the market holding up right now.

Mortgage rates are still elevated. Inventory is rising. Builders are cutting prices to move units.

If you're holding homebuilder names... this data doesn't help the bull case.

But there's another side to this. Rate-sensitive plays - REITs, anything that benefits from eventual Fed cuts - just got more ammunition. A housing market this weak is deflationary. The Fed notices that.

Watch how this feeds into the next inflation print.

I cover stories like this before the crowd catches on. Follow me @frankcurzio if you want the edge.

- Frank

[Frank Curzio @FrankCurzio]

BREAKING:

U.S. fuel exports just hit a record 8.2 million barrels per day as global markets scramble for supply.

With Hormuz disrupted, the rest of the world has one place left to turn... show more

[Whale Scan @WhaleScan]

SAUDI ARABIA SAW THIS SHIT COMING 45 YEARS AGO.

The US Navy just ran the same play.

In 1984, the USS Stark got hit in the Persian Gulf and nearly sank.

In 1988, the USS Samuel B. Roberts hit an Iranian mine and almost went down.

The US spent 40 years studying exactly how Iran fights in the Strait — small boats, missiles, drone swarms, saturation attacks designed to overwhelm a single ship.

So when the USS Truxtun and USS Mason crossed Hormuz yesterday under a "sustained barrage" of Iranian small boats, missiles, and drones —

They weren't improvising.

They had AH-64 Apaches overhead.

F-16 fighters on station.

Over 100 aircraft total.

CENTCOM destroyed 6-7 Iranian boats before they got close.

Zero US vessels struck.

Both destroyers crossed.

Two commercial ships crossed with them.

Iran has been running the same attack playbook since 1987.

The US spent 40 years building the answer to it.

Yesterday, they ran the drill for real.

Bookmark this. Come back when the next transit happens.

Most people won't see this. RT to change that. 🔥

[Frank Curzio @FrankCurzio]

...your portfolio.

China takes more oil through Hormuz than any other country on earth.

They have every economic reason to want it open.

But publicly joining a US-led military operation? That's a different ask entirely.

If China says yes... the strait reopens faster than anyone expects, oil pulls back hard, and energy names give up their gains overnight.

If China says no... the US is doing this alone or not at all.

And Goldman already said flows through Hormuz have nearly stopped. Brent above $100. Every week this drags on, the price stays elevated.

Watch China's response carefully.

That's the binary event driving energy prices right now - not the Fed, not earnings.

I post moves like this every day. If you don't want to miss the next one, follow me @frankcurzio for more.

- Frank