SubscribeDH Unplugged: #82 EU Economic Collapse Soon?
September 23, 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! NEW! We are now tracking the idea stock that Andrew and John highlight in each episode. Here is the link…
Listen to reasons why and then take a look at the spreadsheet for results. Delicious tags: News and item discussed in this episode – CLICK HERE
CLICK HERE TO LISTEN TO EPISODE # 82
___ Read more
The Best 2 Sentences on PPI and CPI Colliding…
September 22, 2010
I read this in a recent JP Morgan Desk Color review today, regarding the action in yesterdays’ consumer discretionary sector:
Customer shares shares traded down slightly with the tape discretionary Read more
TDI Podcast 179: Inside The World of Prop Trading With Mike Bellafiore
September 22, 2010
Guest: Mike Bellafiore, Author of One Good Trade tells us some of the details on the inner workings of a Prop trading firm. Stress, fortunes and how we can apply some of the techniques. We also go back to how it is different now then it was before the bots took over. Andrew starts this episode with a review and outlook for the weeks to come and the 4th quarter. Europe is in focus and Ireland is looking to break the bank!
___
LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES
DH Unplugged #81 – The Yen Versus the Dollar
September 20, 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! NEW! We are now tracking the idea stock that Andrew and John highlight in each episode. Here is the link…
Listen to reasons why and then take a look at the spreadsheet for results. Delicious tags: News and item discussed in this episode – CLICK HERE
CLICK HERE TO LISTEN TO EPISODE # 81
___ Read more
The Economy In Charts – Confidence Slips, Inventory to Sales Rises, Europe is Worrisome
September 20, 2010
There is a good deal of discussion about the “silver lining” that can be seen in many of the most recent economic charts. But the facts remain that generally there has been a trend of reports that show a slowdown in the U.S. economy.
Most notably is the inventory to sales ratio that is climbing. This is telling us that manufacturing will continue to cool (as was seen this week in the NY and Philly reports) and orders will slow.
The cost to insure Ireland’s Sovereign debt is the highest it has been and the Basel III rules appear to be more onerous than first considered.
Finally, what is keeping this market up appears to be the non-stop takeover chatter. Take a look of the comparison to the amount of times M&A has been written about on Bloomberg and the correlation to the markets.
Links
