SubscribeS&P is Cutting Europe Sovereign Ratings: Ireland is First
August 24, 2010
It was inevitable. There is no possible way possible that austerity mixes with growth. Add that to an severely ailing banking sector that needs constant government support and you get a sovereign downgrade.
Which country is next? Spain, Greece, Portugal, Read more
Existing Home Sales Horrendous – So, Why Are Housing Stocks Moving Higher?
August 24, 2010
I always thought that record would stand until it was broken. Yogi Berra
Let’s get right to the point…There is nothing good that can be said about the report that came out earlier. Existing home sales dropped off a cliff. – It is that simple. 
But, once the news broke that home-buyers are nowhere to be found, a strange thing happened; Read more
Did You See The Move By Traders in the eMini Futures?
August 24, 2010
Over the past few weeks, we have seen the “Smart Money” move away from equities, while the “Dumb Money” wasadding to positions. The Commitment of Traders report that comes out weekly and shows that the tide may be turning…. Read more
Thomas Hoenig’s Side-Pocket: Don’t Look at Your Real Estate!
August 23, 2010
We all know that the housing market is a mess. The prices are still moving lower in many areas and that should pose a significant 
problem to municipalities. But does it? I recently received my tax bill, due in November of each year. While the assessment of the price of my home went down, the millage rate went up, as did the tax. Some of this is due to increasing costs, but there is a good amount of money Read more
A Peek Into Our Recent Picks and Pans
August 23, 2010
Each week, John C. Dvorak and I spend some time discussing various topics and end the show with a few stock ideas that may be of interest. We also have virtually all of the names in portfolios for the TDI Managed Growth Strategy.
The latest holdings are listed and the recently stopped out positions are there as well. Read more
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