TDI Episode 67: The #1 Read Investing Columnist

July 25, 2008

Guest: Jim Jubak. MSN Money and Andrew discuss how to spot the end of a bear market. We also review the financial stocks and Andrew provides insight in the Main-stream-media. (MSM)

I will admit it; I am in quandary. Do we really know what is going on? Do the newspapers, magazines and site that are providing us with the latest business news and insight know what is going on? How did the Holy-19 get on the list and why?

LISTEN TO PODCAST | LISTEN @ ZUNE - @ iTUNES

Jim Jubak is the senior markets editor for MSN Money. Previously, he served as senior financial editor at Worth magazine and as editor of Venture magazine. Jubak was a Bagehot Business Journalism Fellow at Columbia University and has written “The Worth Guide to Electronic Investing“ and “In the Image of the Brain: Breaking the Barrier Between the Human Mind and Intelligent Machines.”

Jim is also the #1 read investing columnist of the web, according to Neilsen’s.

As an investor, he says he believes the conventional wisdom is always wrong — but that he will nonetheless go with the herd if he believes there’s a profit to be made. His column, Jubak’s Journal, appears on MSN Money every Tuesday and Friday.

Also, it appears that in December 2008, there is a book coming that explains how Jim has been able to rack us those amazing gains on an annual basis. The Jubak Picks: Based on The 10 Year Stock-Picking Track Record That Has Returned More Than 300%

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The ZachZone Stocks: GT Solar International, Inc. (SOLR), China Distance Educational Holdings (DL)

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Stocks Discussed in this episode: U.S. Bancorp (USB) , Wells Fargo & Company (WFC), Wachovia (WB) , Adobe (ADBE), ITT Educational Services, Inc. (ESI) , Devon Energy Corporation (DVN) , Pepsi (PEP), Washington Mutual (WM), AECOM Technology Corporation (ACM),

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CLICK HERE for a Virtual Tour of The Disciplined Investor Managed Growth Strategy

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Get your free copy of The Disciplined Investor or any audiobook HERE

TDI Podcast 67: The #1 Read Investing Columnist [54:33m]: Play Now | Play in Popup

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Written by Andrew Horowitz · Filed Under PODCASTS

Comments

820Comments2008-07-26+00%3A00%3A31Andrew+Horowitz to “TDI Episode 67: The #1 Read Investing Columnist”

Jon Lawson on July 28th, 2008 12:30 am

Andrew,
Regarding your article with regards to the Oil Speculation. It is incredible, but not surprising. Although I am not a Cramer watcher anymore, he did say a very interesting thing once. Financial Reporters are journalists first. Frustrated journalists, who given their choice of subjects to write about would not have chosen finance and the stock market. I think they would rather write a biography, an article for Time, or perhaps poetry. But certainly not about finance, it is just a stepping stone for a true passion.

The news media dumbs it down for the American “consumer”. Until we are viewed as citizens again, and we DEMAND not to just be entertained, but to be educated, we will get more of the same. This is why I enjoy listening to your podcast, and read certain blogs of amazing authors.

The Financial Rally of two weeks ago took place simply because there was SOME REASON, ANY REASON for covering. The SEC went to protect the “19″. Indeed shorts were covered. Doug Kass talked about it being an 11-sigma move. (It should happen once in a Trillion years, or something like that). And then it was followed more of a bounce. That is simply beyond normal, there was certainly some naked short covering going on. It offered me tremendous opportunity in a trade in C. And during the WFC manipulated earnings presented an amazing trade in USB. That said, what the government is doing is simply a sham. I don’t blame Bernanke, this is Greenspan’s mess. However, there seems to be a wolves in the hen house.

You have been offering some great guests of late. Thank you for your effort. I especially have enjoyed with John Perkins and Mish.

And finally to all those who get upset at Andrew for holding a bearish opinion. I am sure it stinks to have a portfolio down big. But don’t shoot the messenger. It is not any one person causing the market to go down, or up. I have been using short strategies on POT since it first cracked 215. After doing so, I was following some of the message board postings on Yahoo Finance. There are some of the greediest “bulltards” I have ever encountered. People are too emotional for their own good when it comes to trading or investing. Perhaps that is why most make $$ when it goes up, then losing a lot as they ride it all the way down.

Last comment: I like the strategy Andrew uses when choosing “Quanta-Funda-Techna”. It is system with minimal emotion. I applaud you for educating your investors via reasoning behind each trade you make. That is a step in the right direction for transparency.

to everyone’s success in this trading environment,
Jon
John Renard on July 29th, 2008 3:01 pm

Re: The Driveby Media
How long have we heard the “R-word” bandied about on the the talking head shows? Months!!! It has gotten so bad I have heard many analysts say that the definition of a recession needs to be changed to reflect the current reality. Unbelievable!!

I have no use for the media because the truth is so hard to come by. I saw Corzine on Squawkbox this morning (7/29) and basically lie about how Obama’s plan to raise taxes, capital gains and regulations would be good for the economy just like the 90’s (under Clinton). ARGGGGGGGGGGHHHHHHH!!!! His one takeaway from the Obama Conference was that he (Obama) was going to LISTEN to what his financial advisers had to say and adjust his policies accordingly. Notice that most advisers are from the Clinton Administration (90’s again)

I find the media basically screams headlines when the DOW tanks 300 points but is strangely silent when it goes up 300 points. Hidden agenda?? Ya think? I believe they are playing on peoples’ fears and deliberately trying to skew their coverage to keep people “on edge”. People keep hearing how “bad” it is but maybe they aren’t experiencing it as much as they think other people are. Must be a lot of guilty consciences out there.

Since I follow the market most days and consider myself “financially literate” I am usually found most nights yelling at my TV “Tell the truth!!” Inside my head I can hear that memorable line from Jack Nicholson — “You want the truth??!!? You can’t handle the truth!!!”
Andrew Horowitz on July 29th, 2008 5:09 pm

Jon:

Good info. There is an odd sense of desire for so many media to push the edge to be heard. Ratings over content is what is the problem, Hits are king and if there needs to be inappropriate language or sex or pix that are unrelated, then so be it. Right?

I am fearful for those that do not understand this and follow along as if the fact that someone is on TV ( or a podcast) is to be followed without further research or consideration. But,,,,,, don’t get me started..

Good points, and to all…. Comments are open!

Andrew
Andrew Horowitz on July 29th, 2008 5:13 pm

The other John:
Well thought out and very true. Maybe it would be better to think of One Flew over the Cookoo’s Nest: I am mad as hell and not going to take it anymore…

When will they stop bringing on the same perma-bulls and those whose opinions are so slanted toward their own benefit? Who is booking these people and why?

Who is to blame? We are.. of course as we keep watching…

HAHA! Truth is that the alternatives are limited.

A
Lynching Merrill - Suicide or Murder ? | The Disciplined Investor on August 5th, 2008 12:22 am

[...] Jim Jubak on The Disciplined Investor Podcast is HERE. [...]

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