Month: January 2009

Strategy Lab: UPDATE – Horowitz Up 13.5%

This week’s summary from MSN Strategy Lab:

Banks are still in big trouble, the job market is worsening and Wall Street is a minefield for investors. Yet one of our players has managed a double-digit gain since August.

Disciplined Investor Andrew Horowitz, meanwhile, went even further on the frustration scale in his...

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Links and Reading for January 23rd

Some of the more interesting and important items for January 23rd :

Treasuries Set for Steepest Weekly Loss Since June on Cost of Obama Plan – The investment in $TBT has been working well on this thesis. Exit strategy needs to be considered as the movement, while great, is parabolic.
AMD...

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Video: Keys to a Successful Portfolio

I am asked about the general strategy that has kept our Strategy Lab portfolio ahead of the S&P 500 by +40%. How did we get there, where do we see the markets going….?

Click to see the video on The Money Show site

Have...

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Will Google Survive the Downturn?

The earnings stampede continues. Last night, Apple’s (AAPL) news of higher than expected numbers seemed to be a temporary relief to what was gearing up to be an ugly season. Early on in today’s session, Google (GOOG) was riding on the coat tails of the initial market move higher...

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Market Notes: Thursday – January 22, 2009

Economic Bad News Bears vs. Plan Obama

What would Patrick Henry say? Maybe, “Give me a recovery plan or give me debt”

This morning we are seeing an influx of economic data and earnings. Here is a rundown of some of the good and bad news that we are facing ahead...

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