Author: Andrew Horowitz

TDI Podcast: Crap In A Bottle (#713)

The employment situation is healing.

Treasury and the Fed stumbling over themselves regarding inflation and rate increases – then walking it back.

Tech sell-off – thinking about Peak Earnings with our guest today – Frank Curzio – Curzio Research

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

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DHUnplugged #554: A Thought Exercise

Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings?

A big divorce announced this week and thoughts from Charlie Munger.

An update on Biden’s first 100-days.

Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

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TDI Podcast: Uncharted Territory (#712)

The headlines are pouring in – lots of data for investors to sift through.

Earnings, economics, the Fed and a new stimulus package.

We take a hard look at how to position and more importantly, how to protect what you have – a new twist on a well honed strategy.

Savvy...

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DHUnplugged #553: Frenzy

The mega-tech earnings are rolling in…

Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts.

Awaiting the tax hikes from the Biden administration and trying to figure out how they will impact the economy/stocks.

Fed Limericks are Back – PLUS...

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TDI Podcast: Inflating (#711)

Markets zigzagging and sagging on worries of tax hikes – for a day.

Earnings season providing some key insights.

Bitcoin crash – wondering where the bottom is…

And listener questions.

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