Author: Andrew Horowitz

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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DHUnplugged #455: The Big Switch

China Trade deal is going great! Check that, maybe not so good after all. WAIT – things are good… Nope, seems that there is a snag. Make up your minds! Employment report takes markets up to new highs, Buffett is buying Amazon – or is he? The Closest to the...

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TDI Podcast – What is a Melt-Up Anyway? (#610)

Employment looking good. Market cheers after the report after dipping earlier in the week.

The Fed is looking like they have no idea how to forecast. What are they seeing (smoking) that made them believe that the economy was going over a cliff?

Melt-Up talk is all the rage – and we...

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DHUnplugged #454: High-Ho!

Fed meeting this week – Trump pressing for a 1% CUT! $2 trillion in infrastructure spending proposed and no end in sight to the historic U.S. debt. Markets on autopilot, some fun facts and a look at earnings. The Closest to the Pin and much more – PLUS we are...

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