Author: Andrew Horowitz

S&P Sector Performance Detail

Below is a detail of the recent performance of the various domestic sectors and indicies. Overall it was a tough week for most sectors and industry groups. Automobile did the best ( even after coming out with some awful sales numbers.)

Metals, materials and energy did the worst.

(Click to...

Read More

Links and Reading for July 10th

Some of the more interesting and important items for July 10th :

Failure of a Fail-Safe Strategy Sends Investors Scrambling – WSJ.com – "Hi. My name is Carl, and I'm a recovering asset-allocationist," the Raymond James Financial adviser quipped.
AIG Seeks Clearance to Release Bonuses – Nice fellas. Keep on asking...

Read More

Video: Update on Goldman Code Theft

Watch and listen closely. Has the program been in the wrong hands all along?

(Also, note that we were able to nab an interview with Matt Tabbai, the writer from Rolling Stone that ripped Goldman seven ways from Sunday – It will appear soon on a TDI Podcast)

Read More

Series – Cash for Clunkers (CFC) #1

This is the first in a series where we will explore the companies that may see a benefit from the Cash for Clunkers initiative. (By the way, the U.S. did not create this idea, it has been working with some success around the world for some time)

This first installment will...

Read More

Planes, Retail and Automobiles – Stats and More

Today we saw an amazing amount of information posted for several industries. The most talked about was the retail comps and that was somewhat unimpressive overall. On average, retail sales % change MOM fell 7.07%. The best numbers we saw were from Aeropostale Inc (ARO), The Buckle (BKE), TJX Corp...

Read More