Here is our latest conversation . new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine and the plunge of 1000 points on the DJIA.
NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link…
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Each day we discuss relevant topics related to our portfolio positions as well as the economy with our clients. The Disciplined Investor managed Growth Strategy is geared to an open and transparent understanding of the investments and portfolios.
Below is a sample of what we are talking about today. If you...
The official number estimated by economists surveyed by Bloomberg is 189,000 for the April NFP report. But, the question is: Will we see a much bigger surprise packed with all sorts of good commentary stating the economy is about to blast off into a ferocious growth cycle?
Perhaps.
What is now occurring...
A picture tells a thousand tons…. We knew that over the past several months there has been a great deal of talk about replacing the U.S. dollar as the world’s reserve currency.
But, it appears that these nations have been stocking up on GOLD instead. Makes sense...
The 3.2% print for the 1st quarter was a bit under expectations, but once again there were a few areas that shined. In particular consumer spending was once again showing that money (whether savings, earnings or transfer payments) is flowing.
Also, there was less government spending over the past two quarters,...
