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Do You Want To Play A Game?

Do you want to Play a Game? The stakes are high and the potential impact to your portfolio is significant.

In this issue of the Horowitz & Company Economic Commentary, we discuss the potential for an escalation of a trade war between the U.S. and China:
The latest round of U.S....

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H&C 1st Quarter 2018 Economic Commentary

Markets often react to data in peculiar ways. This quarter we discuss some interesting observations on how markets interpret data. Starting off with a look at the Citi Economic Surprise Index:
Perhaps one of the more interesting views of how market participants see the world is based on their reaction...

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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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