TDI Podcast: Trading Oil and Stimulus Bets (#408)

April 12, 2015

In this episode we explore some of the trading opportunities in oil as well as how stimulus is providing some amazing liquidity which has pumped markets around the world.

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TDI Podcast: The Asymmetry of Idiots (#406)

March 29, 2015

In this episode we discuss that the pace of first-quarter profit warnings from S&P 500 companies is running slightly ahead of the pace of set at the same time a year ago, and well ahead of the five-year average, according to data provided by FactSet.

We also spend some time deconstructing the media’s idea that oil pricing helps stocks while the higher dollar hurts, but only on a transitory basis. Asymmetry my¬† &*%% – Absolute nonsense! Read more

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TDI Podcast: The Real USD/Stock Relationship with McClellan (#405)

March 22, 2015

Guest: Tom McClellan provides us some very interesting statistics on the market as well as some historical references that we can use in our investment process.

Breadth, advance/decline line, McClellan Oscillator and the real relationship of the U.S. Dollar to stocks.

** Our studio is having some technical difficulties, instead of cancelling this week’s show, we just made is a real short episode. Stay tuned for updates….

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TDI Podcast: Dollar Up, Stocks Down (#404)

March 15, 2015

In this episode we quickly discuss the US Markets and how they are being driven by the rising dollar. Oil, earnings, economics and more are the focus of our discussion.

Plus a few stocks to watch…

 

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TDI Podcast: The High Cost of Low Inflation (#393)

December 28, 2014

In this short episode we explore the high cost of low inflation and some interesting observations from my recent cruise. Also, the market’s best friend (Central Banks) are still at it – what will be the global implications of more stimulus?

Stocks, markets and more… Listen in

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