Month: March 2018

TDI Podcast: Bubba Gump Tariffs (#551)

Over the past couple of weeks, tariffs have been moving markets. Now we see that the original concept of harsh tariffs have been mostly reversed. Why? Was this just a tactic for negotiation or political gain? We explore the lessons that can be learned from the process of testing...

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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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DHUnplugged #398: Flippity Floppity Cohn Groan

Tariffs or no tariffs? The political flip-flop is heating up as comments made and then walked-back. Markets are on edge as there is no telling what is real from what is not. The “V” moves for markets continue as valuations battle technicals. Plus, we take a look at home price...

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TDI Podcast: Catching up With Curzio (#550)

In the episode, I ask Frank Curzio about the health of the markets. Is good news – bad news now? We also look back on his great call on the retail stocks from December and the outlook for a few key names.

We also take a look at some of...

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