Author: Andrew Horowitz

TDI Podcast: The Replay (#844)

Recap from the H&C Client Webinar.

Q&A as well as a look back and look ahead.

What’s in Store for 2024?

Client Webinar Recap

What is Driving Markets

Federal Reserve Remains Restrictive
Treasury Yields and Mortgage Rates
TINA is Gone, TARA is In
The Political Climate Both Here and AbroadRead More

TDI Podcast: Flow with Curzio (#843)

Govy shutdown – but who cares anyway?

Moody’s does – rating watch to negative.

Inflation holds – markets go vertical – Short holiday weeks and then into the end of the year..

Guest – Frank Curzio. Curzio Research

Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with...

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TDI Podcast: Thrust and Trend Update (#842)

Rates Dip, Oil Dips, Stocks Hold

Banks under pressure again – what is the problem now?

Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Market Report

 

TDI Podcast: An Investment Carol (#841)

How would you like a big inheritance in the future? An Investment Carol

Climbing a wall of worry as Powell tweaks commentary.

Earnings season – looks like going to be back to earnings growth – Say goodbye to the earnings recession

This episode guest: Steve Sanders – EVP at Interactive Brokers.

 

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TDI Podcast: Funding Sustainable Bubbles (#838)

Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all.

Conflict in the Middle East drives oil up

Hot CPI and PPI squash bonds.

Sustainability and bubbles are the focus of our guests.

Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated...

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