Author: Andrew Horowitz

Links and Reading for July 8th

Some of the more interesting and important items for July 8th :

China’s Surging Loans Stoke Concern Economy Risks Asset Bubbles, Bad Debt – Sound familiar?

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Alcoa (AA) Conference Call Notes

After the close on Wednesday, Alcoa (AA) released earnings and it was a mixed in that while they beat estimates, the actual results were horribly poor.

Notes:

Both and uptick from higher aluminum prices and cost saving helped them this quarter. Cost cutting was the means to the end, the same way...

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Links and Reading for July 8th

Some of the more interesting and important items for July 8th :

Consumer Credit Falls $3.23 Billion – Borrowing in the month of May by U.S. consumers fell again as unemployment and tightening of expenses continues.
President Obama Not Talking About Second Stimulus – President Obama has taken the stance that...

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DHUnplugged: CRAP and Trade

Here is the latest conversation (#27) with John C. Dvorak and money manager Andrew Horowitz. new insights for anyone who invests in anything. Ever think about short-selling? Horowitz has been uncanny at predicting the recent market movement. What to do? This chat is presented as-is for anyone who wants to...

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Links and Reading for July 7th

Some of the more interesting and important items for July 7th :

Second Stimulus Package Recommended – Laura Tyson an adviser to President Obama stated that the first stimulus package was too small and recommended drafting a second stimulus plan.
Crude Oil Declines to 6 Week Low – Crude oil futures...

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