December 1, 2013
In this episode we discuss the recent outsized and outrageous movement of bitcoins as well as a primer on what the heck is a bitcoin. Five “turkey” stocks are introduced for the holiday season that will be discussed daily on this site. Economic reports are in focus as this is a very big week for reports – including the mother of them all: BLS employment on Friday. Read more
November 24, 2013
There is a lot of ground to cover. With markets hitting highs and now a nuke deal with Iran, what is next? VIX products are smoked last week and Goldman Sachs (GS) predicts a substantial fall for commodities, especially Gold and Silver.
Signs of overbuilding are showing up again as builders take cheap money and move to multifamily housing. Bubbles, valuation and sentiment are all discussed in this episode
November 17, 2013
Guest: Vitaliy Katsenelson discusses several of his best ideas on the value front. His recent research on Apple (AAPL) and other companies are part of our discussion as well as the difference between value and growth investing. Earnings that are in focus for the week and the economics we need to watch for are all on this week’s podcast. We also talk about the NSA backlash and China’s new economic policies.
November 10, 2013
Guest: Clint Coons, Attorney with Anderson Advisors helps us better understand the legal implications of claiming “professional trader” status. He also provides us with some great insight into special IRA tool where investors can short and trade on margin within a tax qualified plan. In other topics, we spend some time on how to avoid mistakes when investing and what we can learn from the behavior of a stock’s price.
November 5, 2013
Better late than never? This episode is a bit tardy, so apologies to all. We dive into some of the recent enthusiasm ahead of earnings reports that has been seen in stock prices of: Tesla (TSLA), Sturm Ruger (RGR), Temper-Sealy (TPX) and others. It is a frothy market condition and there are some areas that we should be watching. Also, the current level of the KRI Indicator and more….