Author: Andrew Horowitz

DHUnnplugged #377: We Have Framework

Small-cap stocks are on fire after the Trump tax reform plan framework is announced. The economy is moving ahead nicely and the Fed still is on hold. Jobs numbers to be released Friday and market participants are looking forward to another strong report. A look at commodity returns, the latest...

Read More

DHUnplugged #376: Jumpy, Sloppy, Tweety

No storms provided by nature this week – however there are many to be found in markets. Mega-cap name get pounded on valuation concerns while small-caps stage a stealth rally to all time highs. The healthcare bill appears all but dead in the water but there has been a flurry...

Read More

TDI Podcast: A Guest That Will Make You Go Hmmm (#527)

Grant Williams and Andrew discuss the global scarcity of greenbacks as well as the potential for the Fed to drain liquidity within markets. We also explore the possibility of a VIX related event that could cause some of the linked ETFs to implode.

The Great Unwind by the Fed is something...

Read More