Author: Andrew Horowitz

Cash for…. Appliances. Really?

Now that the Cash for Clunkers plan has been so successful (at least at helping to pump GDP) we are in for Part 2…. Cash for Appliances. No need to trade in anything it appears…

Will this be used to pump up DURABLE GOODS and thereby the GDP again? So, GDP...

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DH Unplugged #32 – Apple vs. Microsoft Stores

Here is our latest conversation . new insights for anyone who invests in anything. This week the highlight is a discussion about the Apple (AAPL) stores and their success as well as the potential for someone to buyout Netflix (NFLX). Is Microsoft (MSFT) on the prowl for some good video...

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Netflix (NFLX) Ripe for Takeover?

(Note: TDIMG portfolios added an initial position of NFLX today…)

Is Microsoft a potential suitor for Netflix? Read on…(not a new idea, but….)

If you have been following the recent Xbox progress by Microsoft (MSFT), you may have noticed that Mr. Softy is back looking to takeover your living room. Yes, the...

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Links and Reading for August 24th

Some of the more interesting and important items for August 24th :

Fewer Catching Up on Lapsed Mortgages – WSJ.com – Read carefully. The gent who did the study is named Roelof Slump!
Obama to Reappoint Fed’s Ben Bernanke – EASY MONEY MAN ON THE LOOSE!
FT.com / UK – CFTC...

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TDI Podcast 123: Brainwashing of the American Investor?

Guest: Steve Selengut and Andrew discuss the 5 Wall Street Demons as well as some of the fixations and omnitions that Wall Street has created as gospel. Steve spends some time talking with us regarding the professional aspects o mark-to-market as well as product addiction. We start this episode with...

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