Author: Andrew Horowitz

DHUnplugged #477: Brains On – Mouths Shut

Head deep into earnings season. So far, so good. Brexit delays, but a light at the end of the tunnel. Facebook crushed as more news from states looking at their business practices. The answer from last week’s brainteaser and a new one. Announcing a NEW Closest To The Pin PLUS...

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TDI Podcast: High Jump Over A Low Bar (#633)

A mixed week for markets as economic growth slows. An earnings season scorecard – let’s just say that a high jump over a low bar.

Clips from my media appearances this week, listener questions and a hodgepodge of topics.

Plus – how much time are you spending on your own personal finance?...

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DHUnplugged #476: Appeal of The Skinny Deal

Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside. We have a skinny, partial Phase 1 Trade Deal with China – what does it mean? IMF drops global growth to levels not seen since 2008/2009....

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WeWork Aftermath – Ripples Or Waves?

Looking past the residential market, the one area within the real estate complex that we see some potential problems with relates to the commercial sector. In particular, the aftermath of the incredible explosion of flexible/shared office space that was forged by companies like WeWork. The company found its beginnings in...

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TDI Podcast: Katie Bar The Door (#632)

The trade deal – is it in principal or principle? Either way it is a framework of an idea that has the opportunity to become a partial, skinny, Phase 1 or a bigger deal. We take a deep-dive into what was done and how this may impact markets.

We also consider...

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