SubscribeLinks and Reading for March 21st
March 21, 2009
Some of the more interesting and important items for March 21st :
- Goldman rejected offers to settle AIG trades at discount – Why should they? The government will step in with taxpayer money and pay anyway….
- China’s last eunuch spills sex secrets – Only two memories brought tears to Sun Yaoting's eyes in old age — the day his father cut off his genitals, and the day his family threw away the pickled remains that should have made him a whole man again at death.
- U.S. regulator probing "rampant Ponzimonium" – Or is it Madoffmionium?
- Barclays May Lend as Much as 80% to Buyer of Its Ishares Unit – How is this a sale?
- AIG unit sues Countrywide over loan losses (AP) – More sharks eating sharks
- U.S. Leading Economic Indicators Probably Dropped in February – Someting is bugging the FED
- FOMC Policy Statement – Federal Reserve increases its purchases of mortgage backed securities and expands the TALF leaving interest rates unchanged.
Links and Reading for March 18th
March 18, 2009
Some of the more interesting and important items for March 18th :
- AIG to Return Bonuses? – AIG Chief Exec requests executives return bonuses.
- FOMC Preview – A preview into the FOMC rate decision and statement.
- Outraged Congress eyes tax on AIG bonuses – Would it be good if congress actually stops payments of these bonuses? It seems to me that big government could be overstepping their bounds.. Even if the bonuses are deplorable
- Bear’s end? Wishing won’t make it so – But…..
- Apple Mac U.S. units down 16 pct in Feb.-NPD – This is exactly why we are short Apple.
TDI Weekly Economic Commentary
March 17, 2009
Several key measures in economic data will be announced this week, but their importance will be questionable. The reason I say this is because currently the market is in such a depressed state and currently on a short covering / bear market bounce that no data short of a large deviation from expectations will get much notice. Notable measures on tap for this week includes two inflation measures (PPI / CPI), an FOMC rate decision, industrial production, capacity utilization, and the weekly dose of initial claims.
Courtesy of Briefing.com
Links and Reading for March 16th
March 16, 2009
Some of the more interesting and important items for March 16th :
- Mortgage fraud reports up 26 percent – What was it before? This must be massive..
- Wall St. slips on American Express card woes – Did we think anything different?
- OPEC to keep present output – Seems OPEC is concerned about the backlash and the problems with the economy. Actually a smart decision.
- Suppress That Urge to Call the Bottom – Disciplined Investing he says… Great idea!
- Breaking Apple’s Grip on the iPhone – What to make of this?
- There’s No Pill for This Kind of Depression – A sad commentary. Too harsh?
TDI Podcast 100: Dozens of Stock Ideas and an ETF Maven
March 16, 2009
Guest: Steve Sachs, Rydex Funds Director of Trading discusses how ETFs are creating volatility in the markets. We explore this and have a good ‘ole 100th episode anniversary party. Many stocks ideas are presented and call-ins from listeners on how they have become Disciplined Investors….
LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES
Steve Sachs has more than 16 years of experience trading securities in the financial markets. In 2002, he began at Rydex as director of trading, where he oversees all securities and derivatives trading. Steve is a member of Rydex’s senior management team, the investment leadership team and the Rydex investment strategy committee.
Prior to joining Rydex, Steve spent two years as senior equity trader at Eagle Asset Management, where he was responsible for the planning and execution of trading strategies for $3 billion in growth, technology and hedge fund portfolios. Previously, he was senior equity trader at Banc One Investment Advisors; account executive, institutional custody services at Banc One Investment Management Group; securities trader at Nationwide Insurance; vice president/partner at Winand, Platt and Sachs Investments, Inc.; and a registered representative at Diversified Capital Markets, Inc.
Steve holds a bachelor’s of science degree in finance from Franklin University in Ohio and studied international relations and economics at The Ohio State University. Due to the breadth of his industry and market knowledge, Steve has become a regular resource for market commentary for The Wall Street Journal, Bloomberg News and the Associated Press. Steve has also spoken at industry events on topics involving equity trading including “best execution.”
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Click HERE for Excel Spreadsheet with Stock picks discussed in the episode. (Remember, the spreadsheet is encrypted and the password is in this episode, so listen now….) Remember to come back to the TDI site daily as we will have updates and charts for many of the stocks listed…
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