TDI Episode 66: Stock Tips and Mish-O-Nomics

July 20, 2008

Guest: Michael “Mish” Shedlock and Andrew discuss the current economy, the financial stocks and the unbelievable rules that are coming from the SEC and the FED. What are they thinking? Short-selling may break the back of the banks that have the biggest problems as they are now fair game, while the big brokerages have been…officially excluded. Even though it is a temporary action, I have to say: Nice work fellas! (not)

As promised, Andrew gives you a few stocks to look at as they are exhibiting strong fundamentals, good technicals and are setting up to move. If you want to learn more about how to find, research and invest in iTunes Subscribestocks, this episode is for you….

Mike Shedlock / Mish is a well sought after blogger that has been spot-on with the current economic debacle we are seeing. He is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance, low volatility, regardless of market direction. They provide wealth management for investors seeking strong performance with low volatility.

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Mish’s blog provides global economics commentary 7-10 times a week. He is also a “professor” on Minyanville. Make it a habit to visit his Minyanville Profile. Mish also does weekly live radio on KFNX on the Charles Goyette show every Wednesday.

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Stocks discussed: Apple Inc. (AAPL), Aecon Tech (ACM), Adobe (ADBE),  ITT Educational Services (ESI), Fannie Mae (FNM),  Freddie Mac (FRE), Lehman Brothers (LEH), Goldman Sachs (GS)

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The ZachZone Stocks: Fannie Mae (FNM), Freddie Mac (FRE), GT Solar International, Inc. (SOLR), China Distance Educational Holdings (DL)

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TDI Podcast 65: Psyched Out ?

July 13, 2008

Guest: Brett Steenbarger, Author of The Psychology of Trading (Wiley, 2003) and Enhancing Trader Performance (Wiley, 2006). I want to know…What is it that psyches-out traders? How can we overcome some of the trading pitfalls and the we explore what tools the pros do not use. Brett schools me…

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Brett SteenbargerBrett N. Steenbarger, Ph.D. has been actively involved in the financial markets since the late 1970s. He has served as Director of Trader Development for Kingstree Trading, LLC in Chicago and currently consults with traders in a number of professional trading organizations. Visit his site HERE.

He is also Clinical Associate Professor of Psychiatry and Behavioral Sciences at SUNY Upstate Medical University in Syracuse, NY. A clinical psychologist and active trader, writer, and researcher for the past 20 years, Brett is the author of Enhancing Trader Performance (Wiley, 2006); The Psychology of Trading (Wiley; 2003); and numerous articles on trading psychology for print and online financial publications.

His book chapters on brief psychotherapy can be found in such reference works as
The Psychologist’s Desk Reference (Oxford University Press, 1998), Encyclopedia of Psychotherapy (Academic Press, 2002), Clinical Strategies for Becoming a Master Psychotherapist (Academic Press, 2006), and the forthcoming editions of Kaplan & Sadock’s Comprehensive Textbook of Psychiatry and The Handbook of Clinical Psychology. His coedited book, The Art and Science of the Brief Psychotherapies (American Psychiatric Publishing, 2004), has been selected as a core training text for psychiatry residency programs.

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TDI Episode 64: Confessions of an Economic Hitman

July 6, 2008

Guest: John Perkins, author of Confessions of an Economic Hit Man and The Secret History of the American Empire. We discuss what exactly an economic hit man is, the American Empire, the challenge from China, the collapse of our way of life just to name a few.

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John Perkins is the author of Confessions of an Economic Hit Man, a startling expose of international corruption that spent over a year on the New York Times bestseller lists and has been published in more than thirty languages.

A former economic hit man, he is a founder and board member of Dream Change (www.dreamchange.org) and the Pachamama Alliance, nonprofit organizations devoted to creating a stable, sustainable, and peaceful world. He has lectured and taught at universities on four continents including Harvard, Wharton, and Princeton, and is a champion of environmental and social causes.

You have to read his books. Start with Confessions of an Economic Hitman, then read Secret History. Great reads!

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TDI Podcast 63: OIL-OIL-Enron Loophole-OIL-OIL

June 29, 2008

Guests: Prof. Michael Greenberger and John C. Dvorak discuss the Enron Loophole, the London Loophole and the skyrocketing price of oil. We also find out how closing the loophole could bring the per barrel price of oil down 25%!

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Since July 2001, Michael Greenberger has been a professor at the University of Maryland School of Law, where he teaches a course entitled “Futures, Options and Derivatives.”

Professor Greenberger was a partner for more than 20 years in the Washington, D.C. law firm of Shea & Gardner, where he served as lead litigation counsel before courts of law nationwide, including the United States Supreme Court.

In 1997, Professor Greenberger left private practice to become the Director of the Division of Trading and Markets at the Commodity Futures Trading Commission (CFTC).

Professor Greenberger has frequently been asked to testify before Congressional committees on issues pertaining to dysfunctions within United States financial markets caused by complex and unregulated financial derivatives. He has also appeared both in the media and at academic gatherings to discuss this subject, including appearances on CNN, ABC’s “World News Tonight,” the CBS Evening News, NBC Evening News, CNBC, MSNBC, The Jim Lehrer News Hour, NPR’s “Fresh Air,” and C-SPAN, where he also commented on financial dislocations arising out of the Enron collapse, the subprime meltdown, and the manipulation of crude oil and natural gas prices by unregulated energy traders.

Additional Reading and Info related to this discussion:

The London Loophole

The Enron Loophole

MSN Article - House Passes Bill to Reverse oil price increases

Video: Greenberger Testifies

Write You Senator, Copngressman or President with your concerns about oil

HUGE Listing (with emails) of your elected officials

* * Fill-in Form on Site and will Auto-Send to your Officials (COOL!) **

ZachZone Stocks: Central European Distribution (CEDC), Energy Recovery, Inc. (ERII), Galiot Capital Corp. (GTC)

Stocks to look at from this episode: ProShares UltraShort Oil & Gas (DUG), ProShares Ultra Oil & Gas (DIG)

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TDI Episode 62: Bye Bye Mr. American Lie

June 22, 2008

Guest: Zach Scheidt, Hedge Fund Manager. We discuss the IPO market and Andrew is back on his soapbox on the Lehman letter saying that a big part of the problem is the lies and PR spin by the financials. We answer some listener questions and get into a few hedging ideas with the use of ETFs. We even dare discuss the idea of shorting the DJ Oil Index!

Zach ScheidtZach Scheidt is the founder and Managing General Partner of Stearman Capital, LP. After graduating with honors from Lee University, Zach attended Georgia State University at night while beginning his career in the securities industry. He then received his MBA in 2001 and also achieved the Chartered Financial Analyst designation in 2003.

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Note: Zach’s IPO/New Issue Hedge Fund is available for qualified investors.

Zach is an avid writer (you have to subscribe to his blog) and periodically publishes articles on individual securities as well as sector and general market themes. He is a regular contributor to Seeking Alpha and has been quoted in numerous financial publications including the Wall Street Journal, TheStreet.com and Yahoo Finance. A participating member of the Atlanta Society of Financial Analysts, Mr Scheidt maintains an active profile in the Atlanta investment community. Also, read Zach’s excellent article on Hedge Funds….

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CLICK HERE for Indications of Interest for
The Disciplined Investor Managed Growth Strategy

Stocks and other mentions: (DUG) (DIG) (AAPL) (YHOO) (COF) (LEN) (BIDU) (LEH)

ChartFest: Homebuilders or Ski Slopes?

U.S. News & World Report: TDI Podcast is TOP 10!

Lehman’s Private Letter to Limited Partners

Download Bespoke ETF Guide

 
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