The Disciplined Investor 
TDI Podcast: K-Shaped Recovery (#670)
Rolling W’s or a “K” Shaped Recovery? We take a look at what this could mean and if it is even possible. While cases rise, new hope for treatments arrive. SPAC’s are on fire – let’s discuss. Listener Call-in Questions are answered. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth […]
Employment numbers are in – and markets like what they see. China’s markets run hot – returning to pre-pandemic levels. U.S. case count rising puts a crimp in the “V” shaped recovery plan. Stock fever is running hot… Gotta get some of that stock stuff baby! Fed Limericks are Back – PLUS we are now […]
H&C – After Hours Q&A Popup Webinar (7/6/20)
Webinar Replay – Horowitz & Company Client Update July 7, 2020 REGISTER FOR THIS LIMITED SERIES Important Disclosures This is not a recommendation to buy or sell any security. Past performance is no indication of future results. Please research on your own or with your financial advisor. The information presented is not intended to […]
TDI Podcast: In The Dark (#669)
Markets roar back with economics looking a bit better. The employment report rings a positive tone, while the Pandemic is ravaging our personal health. We take a look at the past quarter’s winners and losers and even squeeze in a few listener questions…. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed […]
DHUnplugged #512: Shaken Not Stirred
A few important items to keep an eye on. Some big news in the airline space and an update on the worrisome trend with new cases around the country. We also have some thoughts on the upcoming employment report – to be released on Thursday. Fed Limericks are Back – PLUS we are now on […]
TDI Podcast: Going in Reverse (#668)
Going in Reverse – Positivity Rate up – Phased openings in question. Banks Slammed on a one-two punch. Coming down to the end of the month and end of the quarter – the horses can smell the barn. And a First – Listener Call-ins – Your questions answered Follow @andrewhorowitz Looking for style diversification? More […]
DHUnplugged #511: A Gusher of Liquidity
Markets continue to ride high on the liquidity from global central banks. The USD is sinking – a good tailwind for US companies. A gigantic gaffe by Navarro about the trade deal – or was it? New highs for the NASDAQ as investors gobble up stocks Fed Limericks are Back – PLUS we are now […]
TDI Podcast: Investing Masterpiece (#667)
The wild roller coaster ride continues as Covid Cases and hospitalizations spike. Markets are concerned but not too worried and Getting Artsy – with out guest Scott Lynn, CEO and Founder of Masterworks. We are talking Banksy, Clyfford Still, Jackson Pollock and more… Scott Lynn has been an active collector of contemporary art for more […]
H&C – After Hours Q&A Popup Webinar (6/15/20)
Webinar Replay – Horowitz & Company Client Update June 15, 2020 REGISTER FOR THIS LIMITED SERIES Important Disclosures This is not a recommendation to buy or sell any security. Past performance is no indication of future results. Please research on your own or with your financial advisor. The information presented is not intended to […]
DHUnplugged #510: All In For The Win
Markets getting a lift from some good economic news, combined with news from the Fed. Covid-19 spikes in several states are starting to spook investors, even as buy-the-dip is still alive and well. Petitions to take down statues, change the names of cities are all the rage. Fed Limericks are Back – PLUS we are […]
TDI Podcast: Soft Underbelly (#666)
From exuberance to panic in just about 48 hours time. Speculation is high – but the underbelly is soft. Bringing you Episode 666 – hoping that is not a prophecy! And a Follow up on the KRI. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info […]
DHUnplugged #509: A Swing and a Miss
Markets are in a frenzy. Jobs numbers post a surprising gain as economists and analysts are dumbfounded. Retail traders are betting big on bankrupt companies – as free money creates unprecedented moral hazard. Oh, an now – Fake Eggs are coming. Fed Limericks are Back – PLUS we are now on Spotify ! See this […]
TDI Podcast: Froth Much? (#665)
Surprise unemployment report rallies markets. What was beaten down becomes this week’s darlings. Coronavirus in the rear view mirror – or is it? We also cover the massive break in the relationship with markets and the overall economy. The potential is high for another Occupy Wall Street type of uprising… Plus listener questions and the […]
DHUnplugged #508: The Casino Is Open
Nothing appears to be able to stop the bulls from buying every dip. Even when there isn’t a dip, they continue to buy – regardless of headwinds or valuation concerns. Big week for economic data – although that doesn’t seem to matter either… Announcing the winner of the CTP for Intuit! Fed Limericks are Back […]
TDI Podcast: The Fast Pitch with Curzio (#664)
Markets rally for a second month while value blows past growth for the week. Threats to China have no immediate impact on market and our Guest – Frank Curzio of Curzio Research. An important discussion on the economy and markets. Plus – we play some finsports… Batter Up Frank Curzio can be reached by email […]