DHUnplugged 54: The Tiger Woods Market Effect
February 24, 2010 10:50 am
Here is our latest conversation …. new insights for anyone who invests in anything. This week we discover new stocks to watch and short! Plus a discussion about the implications of the weird situation in Europe, now Spain.
NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link…
Listen to reasons why and then take a look at the spreadsheet for results. News and item discussed in this episode – CLICK HERE
CLICK HERE TO LISTEN TO EPISODE # 54
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Many stocks discussed!
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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5 Responses to “DHUnplugged 54: The Tiger Woods Market Effect”
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Hey Andrew,
Some figures on the PIIGS debt:
pt: http://docs.google.com/fileview?id=0B85zo58lBKwJZ…
it: http://docs.google.com/fileview?id=0B85zo58lBKwJZ…
ie: http://docs.google.com/fileview?id=0B85zo58lBKwJY…
gr: http://docs.google.com/fileview?id=0B85zo58lBKwJM…
es: http://docs.google.com/fileview?id=0B85zo58lBKwJN…
all piigs gov vs corp: http://docs.google.com/fileview?id=0B85zo58lBKwJZ…
Andrew –
Love the pod casts… TDI and DH are must listens every week.
One question on your positions…. you are long VIX and short treasuries which seem like a wash trade. I also agree with higher rates scenario, but am conflicted with the flight to treasuries when the market gets "frightened".
Yes, there is something to that, but we are looking at the potential for the long-bond here. The VIX is the short term gauge and often the run to safety will show up in the shorter term bonds. I am not sure of a scenario that can bring rates down much more for the 20+ bond if there is a recovery. But then again, Bernake has a big bag of tricks….
Andrew
Throughout the great scheme of things you’ll get an A+ for effort. Where you lost me personally ended up being on the particulars. As as the maxim goes, details make or break the argument.. And it could not be more accurate in this article. Having said that, allow me reveal to you what exactly did do the job. Your text is actually very persuasive and this is probably the reason why I am taking the effort in order to opine. I do not make it a regular habit of doing that. Next, while I can certainly see a leaps in reason you make, I am definitely not sure of just how you seem to connect the details which help to make the actual conclusion. For the moment I will yield to your position however hope in the future you actually link your dots much better.
Hi there! Quick question that’s totally off topic. Do you know how to make your site mobile friendly? My website looks weird when browsing from my iphone. I’m trying to find a theme or plugin that might be able to resolve this issue. If you have any suggestions, please share. Many thanks!