Month: October 2018

TDI Podcast: The Good, Bad and Lazy (#584)

There was mixed news for markets this week. Economic reports are still generally positive, but sentiment appears to have soured.

In this episode we take a look at the current market structure compared to a historical analog that may be a pattern to watch.

Here is the simple truth: there are no...

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DHUnplugged #427: Sinkhole

Markets have seen a pronounced change in appetite for risk over the past couple of weeks. With earnings season now beginning, will that change? Beneath the markets there has been a good amount of carnage that has create a cavity that was open and ready for sellers to step into....

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TDI Podcast: Fact-O-Pinions (#583)

Markets hit a sinkhole. We discuss the ramifications and what investors should be considering. There are many facts being presented on the subject and so many more opinions – we try to sift through these to make heads or tails of it all.

Also, we take some time to discuss the...

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DHUnplugged #426: Bull/Bear Cage-Fight

Rates are rising and equity markets are not too keen on that. The good news is getting too good and that is setting up expectations for more rate hikes to come. China adds stimulus in the form of lower reserve requirements, but after a elongated holiday they close down toward...

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TDI Podcast: Reformulating GICS and Taxing Matters (#582)

Daniel Prince of Blackrock explains the latest changes in the Global Industry Classification Standards (GICS) – and how these may impact your investments and your investment process.

Then, Patrick Camuso, CPA provides some great insights and tips for making smart tax moves by the end of the year.

Plus a quick overview...

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