Episode Details

I just finished watching the TV series Narcos. It's actually a great story about entrepreneurship (although, of course, the business is illegal).

The stock rally is on. I highlight several names making explosive moves—including Tesla (TSLA), Sofi Technologies (SOFI), and one Curzio Venture Opportunities holding that's up about 27% in less than a year.

But despite these impressive gains, investors shouldn't expect a new bull market. I break down why this market is similar to the dot-com bubble… why I expect many big names to sell off soon… and why the Fed isn't done with its rate hikes, even if it pauses this month.

That said, I expect one corner of the market to see a massive tailwind: small caps… I use a well-known stock as the perfect example of what to expect from small caps going forward. After selling off hard following its last earnings report, it's up more than 15% since the start of the month.

In fact, I'm so excited about the opportunity in small caps, I'm creating a special deal for our small-cap newsletter, Curzio Venture Opportunities. Look for the details next week.

And on tomorrow's WSU Premium, I'll share one of my favorite small-cap ideas. Don't miss it—sign up now at WSUoffer.com.

In this episode

• What Narcos can teach you about business [0:30]

• Why stocks are surging [2:50]

• This rally reminds me of the dot-com bubble [9:30]

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