Author: Andrew Horowitz

Links and Reading for January 21st

Some of the more interesting and important items for January 21st :

China Losing to U.S. as Investment Choice on Bubble Concern in Global Poll – How weird is this?
E.C. approves Oracle’s buyout of Sun Microsystems – Was there thought of anything else? EU wants to have the opportunity to...

Read More

U.S. Dollar Rally – See Why….

Well, it has to be said: We live in interesting times. Looking at the Massachusetts election “upset” proves that point rather vividly. The result of a Republican elected to the Senate, taking away the super-majority from the Democrats helped spark a sharp rally in the U.S dollar.

________
The...

Read More

Eco Charts: Construction Numbers Stink!

Building Permits saw a slight uptick while Housing Starts did not. It is hard to imagine that with the NAHB confidence numbers that we saw yesterday that builders are breaking ground. Obviously they are not.

Permits are easy to apply for and get approved so there is...

Read More

Builders: Confidence in a Free Fall (More Govy Spending Failing)

Once again we are seeing the result of the quick to action without thought of the outcome by our Government stimulus initiatives. Clearly providing incentives were good while they were available, but now people are reconsidering it seems.

Not known to be Debbie-downers, U.S. homebuilders are feeling a bad housing market...

Read More

DHUnplugged #49 – Mass Weirdness (The Dollar Will Rise Again!)

Here is our latest conversation . new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine.

NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link…

Listen to reasons why and then take a look at...

Read More