Author: Andrew Horowitz

DHUnplugged #483: The Tariff Man Strikes Again (Notes Only)

Show Notes for the show that never happened…. The last few weeks for this decade. Stocks having a banner year with only a few hurdles remaining. China trade deal remains elusive with the potential for an increase in tariffs set for December 15. Plenty of interesting topics, a new brainteaser...

Read More

DHnplugged #482: To FOMO and Beyond!

Merger Monday Mania. Trade Deal Euphoria. To FOMO and beyond! London cuts Uber, Fake Meat Update and an update on the CTP. Yes, and a new brainteaser – just in time for Thanksgiving. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak...

Read More

TDI Podcast: Meb Faber on Valuations and Investor Bias (#638)

Meb Faber is our guest for this week’s show. We get to know Meb a bit better and discuss topics ranging from home country bias, valuations, benchmarks to his current market outlook.

We start this episode with a quick look at the week that was and what to expect for the...

Read More

DHUnplugged #481: Selective Buoyancy

Can’t keep it down – even headlines showing pessimism of a trade deal don’t shake these markets. Warning Notices: Hindenburg Omen and Ohama Titanic Syndrome… Ford’s entry into the EV market and more… PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak...

Read More

TDI Podcast: Enhanced Fundamentals Through ESG Analysis (#637)

Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity.

We take a look at why this matters as an analysis tool and how it is being applied.

Plus, an update on the trade war, markets and...

Read More