Month: January 2013

DHUnplugged #170: Debt Ceiling Fiasco Comming

Happy New Year!   It is off to the races as investors are bullish to start 2013. We spend some time on Boeing (BA) and other important topics that will shape markets.

 

Follow @andrewhorowitz

 Follow @therealdvorak

NEW! We are now tracking the idea...

Read More

Guest Post: Fiscal Cliff in Plain English

Mark T. a listener of the TDI Podcast sent this in and I thought it was worth a look. Good stuff!

Follow @andrewhorowitz

“Fiscal Cliff” in plain English

Lesson # 1:

* U.S. Tax revenue: $2,170,000,000,000
* Fed budget: $3,820,000,000,000
* New debt: $ 1,650,000,000,000
* National debt: $14,271,000,000,000Read More

Report: Horowitz & Company’s Global Allocation Strategies

Horowitz & Company‘s Global Allocation Strategies employ multiple tactics providing flexibility and customization for client portfolios. The goal of this discussion is to provide a better understanding of how we attempt to mitigate risk while sharing some of our key investment philosophies and theories.

The basic tenets of Modern Portfolio Theory...

Read More

Earnings Cheat Sheet for The Week Ahead

It is official! The start of earnings season kicks off with Alcoa (AA) on Tuesday. Notice on the table that over the last few weeks, the estimate for EPS on the company has decreased by 30%. Revenue estimates have also decreased.

However, the stock has been drifting higher as the massage...

Read More

Economics for The Week Ahead: Very Light Week (GOOD!)

There will only be a few data-points that are revealed for U.S. economics this week. Good news as the start of earnings season blasts off on Tuesday with Alcoa (AA) reporting after the close.

Perhaps the most important of the lot will be import prices. This will give us a further...

Read More