Author: Andrew Horowitz

DHUnplugged #350: Your Job Is Being Replaced

Seems that upwards of 50% of jobs around the world will be replaced by robotics and automation over the coming decades. Crude inventories are rising as is the price of oil. What is going on? We take a look at the concern over sanctuary cities, market internals, world economics and...

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TDI Podcast – Your Questions Are Answered (#497)

Markets don’t want to give up anything – even with a small hiccup on Thursday, every dip (minute by minute) is being bought. Volumes are average but there is so much fewer shares in the market these days with all of the buybacks that appears easier to push markets.

Economics are...

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DHUnplugged #349: Trumpthusiasm

There is plenty of excitement about the potential for tax reform. Stocks are showing extraordinary resilience in the face of headwinds and the uptrend continues. According to Goldman Sachs – Trumpthusiasm is running out. But is it really? New highs for markets and the concern that the Fed may become...

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An Inside Look At The TDIMG Portfolio

The Disciplined Investor Managed Growth (TDIMG) Strategy has several diversifying components within the portfolios that we manage. Central to the strategy are the core stock holdings that are derived from a rigorous quantitative screen.

This screening process starts with a universe of over 5,000 publicly traded companies and searches for very...

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DHUnplugged #348: EuroZone on The Rocks

There is trouble in the EuroZone and unfortunately, nothing has changed over there. Employment reports continue to provide evidence that the U.S. economy is strong, even as there is some weakness outside of our borders. From what it seems, that is the plan as protectionism is on the rise. Plenty...

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