Author: Andrew Horowitz

David Rosenberg on Equity Fund Flows – No Powder Remains

David Rosenberg, no bull on U.S. equities has an interesting piece out today. This has been a trend that we are continuing to see develop. Volume is soft on up days while quite the opposite on the down days. Also, fund flows are moving toward assets with lower betas along...

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Why We Did NOT Hold Devry (DV)

A couple of weeks ago we added a position of Devry (DV) after they posted excellent earnings and discussed a rosy outlook. That was on the heels of the announcement that Apollo (APOL) was being investigated over some of their accounting practices related to student recruitment.

While we do like Devry...

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TDI Podcast 134: Gold $2,000 and Unemployment 12%

Guest: Kevin Hoffmann, Horowitz & Company and Andrew fret over the high levels of unemployment and the potential for the markets. We answer some important questions about the jobless rate, gold and look at 3 stocks in detail. Gold is reaching new highs, can it breach the $2,000 level in...

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Sunday Fun: Most Boring Eco Video Ever

This has got to put you to sleep. Even with the fine and classy French accent, this is drier than a Bernanke briefing. Can’t we get a Fed official with some pizazz?

Maybe I am being too harsh, you be the judge (and then tell me what he said as I...

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Airline Comps – Regionals Picking Up Share (ALGT) (CAL)

It appears that the short haul carriers are picking up market share. Whether it is a company like Allegiant (ALGT) or Continental’s (CAL) Express, many been making strides in this tough climate. At the same time United and American are still increasing load factors. How much is at below market...

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