Author: Andrew Horowitz

TDI Podcast: Tariffornication (#615)

The Karate Kid of Economics strikes again – Tariffs on, Tariffs Off.

Economic number are weak and that is bringing in the bad is good narrative – we discuss what to look for in the upcoming months ahead.

Valuations, listener questions and a fishing story to boot – all this and much...

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DHUnplugged #459: From All Sides

Markets now getting hit from the latest anti-trust review of key tech companies. Gold is getting a lift after news that the U.S will impose tariffs on Mexico. Apple has a new monitor that costs how much? Rate cuts odds are going up. Plus, the Closest to the Pin and...

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DHUnplugged #458: Reversion to Inversion

Interest rates are starting to get the attention of investors again as we are seeing more inversions occurring. Moving toward the end of the month, bulls will try to bring up stocks as major indices are down the for five consecutive weeks. A look at the new trend toward veggie...

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DHUnplugged #457: The Decennial Taco Meet

After 10 long years, we finally got to meet in personal again. Great time in Austin with some cold beers and soft tacos. JCD found a terrific spot for lunch. Markets are down for several weeks and now there is more than a simple trade war to worry about. Treasury...

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DHUnplugged #456: The Real Deal

Rhetoric about the tariffs and who is actually paying is getting thick. markets smell a rat in the process and are starting to figure this out. We take a look at why markets are reacting so violently, look at the news that is moving stocks and more. The Closest to...

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