SubscribeDHUnplugged #58 – Figuring Out Europe
March 31, 2010
Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. 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 # 58
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Links and Reading for March 30th
March 30, 2010
Some of the more interesting and important items for March 30th :
- BBC News – German economic growth projection cut by IMF – The International Monetary Fund (IMF) has cut its 2010 growth projection for the German economy.<br />
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The IMF now expects Europe's largest economy to grow by 1.2% this year, down from its previous estimate of 1.5%. - Case-Shiller: Still Moving Lower, How Much is A Home Really Worth? : The Disciplined Investor – We saw year over year number down again ( although better than we have seen before and monthly numbers actually tick up slightly).<br />
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January S&P/Case Shiller Composite-20 Y/Y -0.7% vs -0.7% consensus, prior -3.1%<br />
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Here is what the value of a house looks like using the monthly data of the Case-Shiller Report…. (30% lower would be the average valuation destruction…) - SEC Will Ask Lehman Rivals Whether They Used `Repo 105s’ to Mask Leverage – And they will say NO and then the SEC will beleive them and all will be fine…
- Risqué Business – First Read – msnbc.com – First Read has verified some of the charges the Republican National Committee approved in its March Monthly report, including almost $2,000 spent at a sex-themed nightclub in West Hollywood, as well as more than $15,000 spent at ritzy Beverly Hills hotels.<br />
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First Read also found more than $1,500 in "equipment rental" charges from "Casino Parties" in Tampa, FL. - Japan retail sales rise 4.2 percent in February (AP) – Nice.,.. Best in years it seems
Case-Shiller: Still Moving Lower, How Much is A Home Really Worth?
March 30, 2010
We saw year over year number down again ( although better than we have seen before and monthly numbers actually tick up slightly).
January S&P/Case Shiller Composite-20 Y/Y -0.7% vs -0.7% consensus, prior -3.1%
Here is what the value of a house looks like using the monthly data of the Case-Shiller Read more
The Winning Investor: Why Is Volume Important?
March 30, 2010
Why is volume so important when considering a stock?
Listen in and find out……
We answer this question on the latest episode of The Winning Investor Podcast – Check it out all of the Read more
The 15 Hottest Reads on TDI This Week
March 29, 2010
For the Week of March 21 – 26, 2010. The week’s most read stories on The Disciplined Investor.com – in order of popularity. Want it faster? You can get instant updates via Twitter. Follow @andrewhorowitz. 
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