Blog

Download: Market and Eco Commentary (Pulling The Punch-bowl)

The latest Horowitz & Company Economic Commentary and Review is available. In this issue, we discuss the potential candidates for the next Fed Chair position.
…Speculating as to who will be the next Fed Chair is the latest rage for financial news networks and periodicals.  President Trump has proclaimed that...

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The Rise of Dangerous Investment Advice

Nothing new here – or is there?

Remember back to the late 1990’s when value investing was all the rage? Investors piled money into managers whose specific style was to find large-cap, low P/E, “blue chip” stocks that were defined as cheap. That worked really well for a few years and...

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A Few Quick Eco Charts

Real GDP came in at 3% – a welcome move higher that has been a tough mark to hit. Warren Buffett just commented that “it doesn’t feel like a 3% economy” – but the numbers show that things are picking up.

With the Fed moving slowly on any rate hikes and...

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This Week: Looking Back and Ahead

The housing market is beginning to show signs of slowing. Low inventory and high prices are taking a toll on existing home sales. According to the National Association of Realtors, existing home sales declined 1.3% in July, showing a second straight monthly of decline.

In the past 12 months, the number...

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This Week: Looking Back and Ahead

Retail sales were up with the biggest monthly increase this year. Coming in at 0.6% above last month suggests that the economy is gaining speed and consumers are more active.

Core retail sales (which do not include food, construction, gas, and auto buying) moved up by 0.6% in July as well....

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This Week: Looking Back and Ahead

The question on the minds of many is whether or not the Federal Reserve can hikes rates again this year. The latest inflation report may put a kibosh on that thought for a while. While the Fed has set a 2% yearly inflation target, the latest Consumer Price Index rose...

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Download Our Latest Economic Commentary

Where we are now in this cycle is anyone’s guess. But one thing is for sure – the current expansion is getting long in the tooth as compared to historical cycles and as sure as the sun rises in the morning and sets in the evening, market and economic cycles...

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GDP – Not Going To Get Much Better

For all of the pomp and circumstance, all of the jobs gains, all of the discussion about how new rules and regulations are helping the U.S. economy, the final 1Q GDP came in at a very unimpressive 1.4%. While this was a bit higher than the expected 1.2%, it is...

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Wait – This Is Normalization?

We know that the Fed is in the process of “normalizing” rates and looking to start shrinking the $4 trillion+ balance sheet loaded with bonds that they have amassed over the past few years. It would seem logical that this would impact rates much more than it has. In fact,...

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Why You Should Listen to DHUnplugged

DHUnplugged is a podcast that I co-host with famed tech writer John C. Dvorak. Each Tuesday we discuss the latest news related and unrelated to business/investing. We cover the gamut of topics that are meant to entertain and educate.

Sometimes we get a bit off topic and wander into areas such...

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