Author: Andrew Horowitz

TDI Podcast: The Emperor’s Clothes Again (#946)

The Emperor New Clothes – looks familiar.

A closer look at valuations

Tariffs under fire – Supreme court hearings.

And our Guest, Manual Blay – The Dow Theory.com  – Newsletter – Home of the Schannep & Blay Timing Indicators.

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Manuel Blay is the editor of...

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TDI Podcast: Valuation Cliff (#945)

Swiss cheese agreements.

Overspending by big tech – could that be their  downfall?

A rate cut in the dark and AI’s Impact on Future Workforce.

Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.

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TDI Podcast: DiMartino Booth Says What?(#944)

It’s time to tend to tend to the garden – a little maintenance for the portfolio

October does what it usually does

Targets raised, analysts are trying to keep up – even if earnings miss

And our guest – Danielle DiMartino Booth – the “Fed watcher”

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TDI Podcast: Profit on Predictions (#943)

Bank earnings – looking good so far (for the big boys).

CHINA TRADE WAR – but what that really mean?

10 yr yield tapping on 4% and markets showing another “V” recovery  – or fake out?

And our guest, Howard Lindzon, Founder of Social Leverage.

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TDI Podcast: Modern Disciplines (#942)

The government is shutdown – How long this time?

The Bubble – how much longer can it last?

The healthcare sector gets a needed boost….

Guest: Tom Nelson, Franklin Templeton Funds

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Tom Nelson is a senior vice president and head of asset allocation portfolio management...

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