TDI Podcast 122: Mish – How Long Can This Rally Last?
August 16, 2009 11:59 pm
Guest: Mike “Mish” Shedlock of Sitka Pacific discusses the bid on bonds and what that means for the markets. In addition, we review the price reductions that are being seen globally and how that will effect long term spending, earnings and unemployment. We also discuss the current CPI numbers and the outlook for the global markets.
Andrew also provides a discussion on stock screening and how to use Quantitative investing process to your advantage. (See below for a sample of the screen results)
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Mike “Mish” Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. He is a regular guest on TDI Podcast and has helped thousands of listeners protect their money during these very turbulent financial times. As Mish tells us, “Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.”
Click HERE for the QUANT Screen Results discussed in this episode.
(Click Image to Enlarge)
Stocks discussed in this episode: Medco Health (MHS), Express Scripts (ESRX), Campbells Soup (CPB), Peabody Energy (BTU), Consol Energy (CNX), Cerner (CERN), Flir Systems (FLIR), RalCorp (RAH), Walter Energy (WLT), Green Mountain Coffee (GMCR), SOHU.com (SOHU), World Fuel Services (INT), Olin Corp (OLN), Hexcel Corp (HXL) and many more…..
Click below for the 14 minute virtual tour
of the TDI Managed Growth Strategy