SubscribeTDI Podcast #124 – Evensky: Modern Portfolio Theory Dead?
August 30, 2009
Guest: Harold Evensky, CFP and Andrew discuss the viability and benefit of traditional asset allocation. Is it dead and if so, should it be resurrected? We also discuss some of the more important work on the subject, both historically and more recently. Andrew also provides a look ahead at market conditions and what the September Almanac is saying.
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Mr. Evensky is the President of Evensky & Katz. Prior to forming his own company, he served as a Vice President of Investments with major investment banking firms. Mr. Evensky received his Bachelor’s and Master’s Degrees from Cornell University. He has been a featured speaker on investment topics at numerous national and international conventions, including the AICPA, the ICFP, the IAFP, the College for Financial Planning, the American College, the American Society CLU and Chic and the AAII.
Click HERE for full Bio for Mr. Evensky (pdf)
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Click HERE for the discussion on Netflix and Microsoft
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Stocks discussed in this episode: Netflix (NFLX), Microsoft (MSFT) among others….
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Check out the 14 minute virtual tour HERE
Podcast: Play in new window | Download (Duration: 42:19 — 22.8MB)
Sunday Fun: Obama Going for Broke
August 30, 2009
Here is a really cool interactive that shows the initiatives this administration had been proposing during the first 200 days of Obama’s term.
Click on the image to go to the interactive version. When clicked, each of the red dots provides details and data.
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Cash for…. Appliances. Really?
August 26, 2009
Now that the Cash for Clunkers plan has been so successful (at least at helping to pump GDP) we are in for Part 2…. Cash for Appliances. No need to trade in anything it appears…
Will this be used to pump up DURABLE GOODS and thereby the GDP again? So, GDP could be said to be moving higher on direct government infusions. Is that a good thing? YES and NO….
We need to see non-stimulative buying and consumption in order for the recovery to take hold. Take a look at this video clip…
What do you think about this? Waste of money or smart move?
Visit msnbc.com for Breaking News, World News, and News about the Economy
DH Unplugged #32 – Apple vs. Microsoft Stores
August 25, 2009
Here is our latest conversation …. new insights for anyone who invests in anything. This week the highlight is a discussion about the Apple (AAPL) stores and their success as well as the potential for someone to buyout Netflix (NFLX). Is Microsoft (MSFT) on the prowl for some good video service to compliment the new Xbox release? Interesting!
Podcast: Play in new window | Download (Duration: 44:21 — 25.4MB)
Netflix (NFLX) Ripe for Takeover?
August 25, 2009
(Note: TDIMG portfolios added an initial position of NFLX today…)
Is Microsoft a potential suitor for Netflix? Read on…(not a new idea, but….)
If you have been following the recent Xbox progress by Microsoft (MSFT), you may have noticed that Mr. Softy is back looking to takeover your living room. Yes, the idea that a centralized media center, gaming system and communication device is back on the table. Surely you have heard of all this before and much of the idea has also been tried and failed miserably.
So, why is this time any different? Well, if for nothing else, Microsoft needs a win and a big win at that. Most know that the company that revolutionized the personal computer, internet and office technology has been playing a major game of catch up with Google and Apple. That does not sit right with management, and shareholders Read more
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