February 7, 2016
Topics for this episode include the massive change in sentiment with some of the big-cap names, the apparent rotation in safe-haven assets as well as a more in-depth look at how Horowitz & Company manages money. Read more
January 24, 2016
An important discussion from earlier this week from Frank Curzio’s podcast is explored to explain how to better understand sentiment readings and how to profit from them.
With snow and cold weather, oil rallies and markets follow. What is next? Read more
January 10, 2016
Guest: Barry Ritholtz helps us better understand the current conditions with some very helpful insight on markets and economics. We also look at the root causes for concern and how investors may want to prepare for 2016. Plus we get a behind the scenes look at his terrific Masters In Business (MIB) Podcast…
We spend some time discussing things like pigs winding through pythons, currency effects on earnings and profits, gas prices and the consumer along with other timely tidbits.
2016: Whatever could go wrong seems to be going wrong… Now more than ever it is time for some Investing Discipline.
December 29, 2015
In this episode, Das helps us to understand many of the cross-currents that are shaping markets. Into 2016 we go and many of these may begin to worry investors that central bankers are not miracle workers.
A look at the week that was and the outlook for the final week of the year… Read more
December 13, 2015
The market sell-off this past week can be chalked up to a few simple facts. First, ahead of the Fed there is concern that a rate hike may create excess volatility. Second, crude oil prices plunged and finally, the worst thing you can ever say to an investor sent stocks into a tailspin. Listen in as we cover these and other important topics that will shape markets in the next few weeks.