TDI Podcast 21: The Stock Market In Disarray
August 5, 2007
FEAR has gripped markets, Barry Ritholz and Howard Silverblatt discuss the markets with Andrew as it dives 280 that day. We look at some of the problem sectors and others that may be beneficial. Is the discipline of Fundamental Analysis under attack? Has the street ignored all of the data right in front of their greedy-noses? WE HEAR THAT SOME HAVE BANNED CNBC IN THE OFFICE…. The PRESS is very slanted (bullish) these days…Investments in infrastructure may come into focus due to the recent bridge disaster. Some stocks to take a look at.


Guests: Barry Ritholtz, Ritholtz Research & Anaystics and author of The Big Picture Blog
along with Howard Silverblatt, Senior Index Analyst at Standard & Poor’s
Apple (AAPL) rumors hurt the stock and it was found out to be untrue. How does Apple’s secrecy posture hurt the company and how to profit from it.
We discuss the dollar and where it is going and the Sub-Prime fallout. This is going to be a continuing problem along with homebuilders. Appraisal fraud and the future of credit.
Listen in as we ponder the Fed’s conundrum.
We talk about the boom and eventual bust of this market, real estate and how to get in and out.
Download the Howard Silverblatt Report - Buybacks and Treasury Shares: The Overlooked and Hidden Assets
Other Stocks Mentioned: AAPL , BZH, TOL, CROX, OWW, GOOG, STLD
Sites Mention:
Cramer’s Performance
Apple Secrets
Whisper Numbers
The Fake Steve Jobs
Engadget Apple Rumors
FakeApple Rumor from Engadget
HOT HOT HOT…The Disciplined Investor - Essential Strategies for Success - Book PreOrders are being accepted at the website…Coming to bookstores late August 2007. All pre-orders will be signed by…ME.
Kindly subscribe and go to iTunes or your favorite podcast directory and post a review of the show - This is much appreciated!
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4 Responses to “TDI Podcast 21: The Stock Market In Disarray”
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Barry and the commentator spoke clearly and were easily understood. Howard, who may have had important ideas, spoke in soft tones and was mostly not understandable. It could be that his mike was poorly placed, but I think you are not amateurs. I’m reminded of my Vietnamese neighbors, who speak English as a second language, who do not pronounce consonants or the last sounds in a word and who need to write English to be understood. It could be that my hearing is imperfect, but I think it is more that native speakers of English learned to listen to, pronounce and enunciate the hard Germanic sounds. I sympathize with the difficulty of learning a foreign language, and the Vietnamese might understand Howard as broadcast at http://www.thedisciplinedinvestor.com/blog/2007/08/05/tdi-podcast-21/, but isn’t your target a wider audience?
Hmmm… Howard was a bit low, but I played off web again and well, it seems loud enough, not sure about all of the rest of your global comments..Did you write this while you were thinking about ordering dinner?
[...] the TDI Podcast 21, one of our guests told us that his firm has “outlawed” CNBC in the [...]
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