Author: Andrew Horowitz

TDI Podcast: Psychological Warfare (#552)

Some important items will be upcoming this week. Earnings, economics, the Fed rate decision and the budget decision are all discussed.

We also spend some time answering an important question regarding cryptocurrencies.

Plus – just what is going on with Social Media? The latest news on how user information was extracted...

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DHUnplugged #399: Headline Overload

Shakeups at the White House – inflation concerns wane. Plenty of market moving action this week. Tariffs have been put in place, but at a much more gentle level than was first expected. Jeff Bezos is taking over the world and his net worth proves it. Market insights and stock...

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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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