Here is our latest conversation …. new insights for anyone who invests in anything. John and Andrew discuss Greece (again) , Apple (AAPL) going parabolic. Lots of great topics and fun to boot!
Here is our latest conversation …. new insights for anyone who invests in anything. John and Andrew discuss Greece, economic indicators and look at the Baltic Dry Index.
TWEETWeek is here – follow @andrewhorowitz on Twitter.
Here is our latest conversation …. new insights for anyone who invests in anything. This week we complain about the the republican primaries, a detail on economic indicators as well as look into some of the leading news that is making . TWEETWeek is here – follow @andrewhorowitz on Twitter.
Here is our latest conversation …. new insights for anyone who invests in anything. This week we complain about the State of the Union Address. We also question whether John sounds at all like Kevin Bacon – more to come on this…
A few stocks discussed along with 3 to look at further…
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Charts discussed in this Episode:
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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
Here is our latest conversation …. new insights for anyone who invests in anything. In this episode, we cover the recent Alcoa (AA) earnings as well as the facts about the global growth story. The hottest cars and an update on CES and the latest from the Republican primary parade.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link
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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
Here is our latest conversation …. new insights for anyone who invests in anything.
This week we highlight a on some of the action from 2011 that was wild but left the S&P 500 FLAT. Also, have you seen what Walgreen’s is selling these days?
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link
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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
Here is our latest conversation …. new insights for anyone who invests in anything.
This week we highlight a on some of the action that is moving markets. We hear about the misinformation that politicians are spewing, the potential for a few takeovers and how there is a disconnect between markets and the economy.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link… News and items from this episode – CLICK HERE
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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
Here is our latest conversation …. new insights for anyone who invests in anything.
This week we highlight a on some of the action that is moving markets. It is coming on the end game for the EU. Some of the antics are going to cost them. We also talk about a few areas that may help your portfolio withstand some of the volatility.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link… News and items from this episode – CLICK HERE
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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
Here is our latest conversation …. new insights for anyone who invests in anything.
This week we highlight a on some of the recent and upcoming IPOs. Also, how to tackle this market. The main question is answered about what to do when the U.S needs money.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link… News and items from this episode – CLICK HERE
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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
___
Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
Here is our latest conversation …. new insights for anyone who invests in anything.
The European mess is getting messier. We take a look at some of the important risk indicators that are at the highest level since the Lehman bankruptcy. Also, Zynga’s options mess is contemplated along with some thoughts on the $5 billion lass at the U.S. Post Office.
Cisco (CSCO), Apple (AAPL), IBM (IBM), Groupon (GRPN) and other stocks are discussed.
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Euro 3M Basis Swaps – Hitting -119 is not good!
This is an important chart EU 3M Swaps – An FX swap agreement is a contract in which one party borrows one currency from, and simultaneously lends another to, the second party. Each party uses the repayment obligation to its counter-party as collateral and the amount of repayment is fixed at the FX forward rate as of the start of the contract. When the Euro/USD basis swap starts to move lower, it can be seen as a time when the risk of owning Euros over U.S. Dollars is increasing. Many believe that the -100 level is a key level that should be watched and -150 is a time when a crisis is occurring. Currently the level rests at -119, the lowest since the time of the U.S. banking crisis.
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Looking for The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
