Month: January 2020

An Update on the REPO Market

An Update on the REPO Market

From our latest Quarterly Economic Commentary and Review… (1st Quarter 2020)

Back in September, there was a mini-crisis within the Repo Market.  We discussed the details of what occurred in the 4th Quarter 2019 Economic Commentary. Since then there has been a concerted effort by the...

Read More

TDI Podcast: Alpha Quest (#646)

Clare Flynn Levy, CEO of Essentia Analytics explains best practices for achieving alpha. We explore indexing, passive and active investing.

Habits – especially bad ones can be changed as long as we have prompts and knowledge of our investing process.

We also cover markets, news and updates on the week.

Prior to founding...

Read More

DHUnplugged #490: Elites Gather On The Slopes

Nothing going to derail the U.S. equity rally – even selling pressure after a new deadly virus strikes China has limited impact. Upgrades are coming in fast and furious – earnings season will be a checkpoint for analysts. Better news out of Europe – hopes for the bottoming process to...

Read More

TDI Podcast: Left Brain Research (#645)

Noland Langford, founder of Left Brain Research is our guest this week. We get right into questions about conflict of interest and then move on to the topic of fundamental analysis.

This episode starts with a quick recap of the week as well as a look at the newly signed trade...

Read More

DHUnplugged #489: Heel on Throat

Here we are again – earnings seasons and banks are making lots of money. The Phase 1 trade deal is scheduled to be signed on Wednesday (1/15/20) – what does it mean for markets? MJ stocks may again be in the spotlight…Tesla hits all-time highs and more… PLUS we are...

Read More

  • 1
  • 2