Author: Andrew Horowitz

DHUnplugged 41: Stocks, Dubai or Not Dubai

Here is our latest conversation . new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. Plus: A look at Dubai…
First, Listen to Episode #41 and then take a look at the spreadsheet for result.

NEW! We...

Read More

Links and Reading for December 2nd

Some of the more interesting and important items for December 2nd :

Venezuelan Bonds Plunge as Chavez Threatens to Nationalize Bank Industry – Nationalize or take over? Is there a difference?
Paul Krugman to Sell Brazil Assets Because Investors `Loving It Too Much’ – Aren't we sick of Economists trying to...

Read More

Fed Beige Book: Color Coded for Your Reading Pleasure

At 2:00pm, the Fed Beige Book was released. It was, as usual, mixed.

The highlights are color coded – (Red (Negative), Green(Positive), Black (Neutral)…

Some Fed Banks Said Commercial Real Estate Deteriorated Further
Fed Banks Said New Residential Construction Generally `Weak’
Some Fed Banks Said Retailers More Optimistic Before Holidays
Most Fed...

Read More

Economic Charts: Manufacturing is Doggin’

Disappointment was high when the ISM   manufacturing number was released. Economists called for a slight drop from the previous month to 55, but the actual was down to 53.6. Again, comparatives should be easy these days.

With our inventory restocking cycle theory in mind, it does look like we are...

Read More

Economic Charts: Housing Out of Death Sprial

Tuesday had a pretty well filled plate of economic news for investors to chew on. In focus were housing related reports that actually were the strongest we have seen. It is nice to see that housing is starting to come out of its death spiral, even though the...

Read More