Tables Turned: Curzio Interviews Me This Time (Audio)

May 19, 2011

Frank does my show, I do his show. Yes, we like to talk to each other and it seems that from the emails, you like the discussions as well..

In this episode, we talk about the end of QE, some stock ideas and the markets. You are sure to find the opening rant of interest…

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Ugly, Nasty and Just Plain Concerning – Charts and More….

May 19, 2011

Oil prices have been rising again, but is it really part of a supply/demand equation or just speculation? For oil, it appears that it is simply an overzealous trading environment that is fixed on driving the price of crude up no matter what the news. The oil inventories Read more

Have You Seen The Retail Sales Numbers? Impressive!

May 19, 2011

Just when we thought that consumers were tapped out, they came out in force April and surprised us all. Retail same store sales were really impressive.

So far, the consumer has done their job – at least they appear to be. Credit is rising, spending is up… Wait.. Where are the jobs and how is this possible you ask?

A report out just yesterday showed how major malls are seeing higher revenues, primarily from foreign shoppers. As the dollar has been devalued, the opportunity to get U.S. good on the cheap. Just look at the chart above and see the discounts that foreigners are getting when they buy goods on this side of the pond.

Retail Same Store Sales 20110516

Links and Reading for May 18th

May 18, 2011

Some of the more interesting and important items for May 18th :

DHUnpplugged #110: When Watermelons Explode, The S&P Drops To 400

May 18, 2011

Here is our latest conversation …. new insights for anyone who invests in anything.

This week we highlight a discussion about IPOs, China’s Ghost towns and bow-ties. Also, HPQ and Dell earnings.

A few stocks discussed along with 2 to look at further…

NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link… News and items from this episode – CLICK HERE

LISTEN TO THIS EPISODE – CLICK HERE

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Looking to invest in The Disciplined Investor Managed Growth Strategy?
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