{"id":22665,"date":"2012-12-27T10:30:00","date_gmt":"2012-12-27T15:30:00","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=22665"},"modified":"2016-09-20T19:47:40","modified_gmt":"2016-09-20T23:47:40","slug":"tdi-podcast-china-stimulus-fomc-and-stocks-that-could-fly-279-2","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2012\/12\/27\/tdi-podcast-china-stimulus-fomc-and-stocks-that-could-fly-279-2\/","title":{"rendered":"TDI Podcast Replay: China Stimulus, FOMC and Stocks That Could Fly (#279)"},"content":{"rendered":"<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img decoding=\"async\" class=\"wp-image-257 alignright\" title=\"iTunes Subscribe\" alt=\"\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2012\/12\/itunes_subscribe3-10.png\" \/><\/a>China&#8217;s economy continues to slow, stimulus measures are everywhere. Stocks are reacting favorably to the notion that the FED is about to unleash a new round of QE. Woman are still spending and the big announcements this week: Apple and German courts on the 12th. Some stocks that we are watching and why inflation may be the best way to get this economy moving &#8211; but not how the FED is working it.<\/p>\n<p style=\"text-align: center\"><!--more--><\/p>\n<p style=\"text-align: center\"><a title=\"Sunday Update: Remembering My Grandfather\" href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2012\/09\/09\/sunday-update-remembering-my-grandfather\/\">This episode is dedicated to my grandfather, Papa Freddie, who passed this week at the age of 93.<\/a><\/p>\n<p style=\"text-align: center\">___<\/p>\n<p style=\"text-align: center\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\">Follow @andrewhorowitz<\/a><\/p>\n<p style=\"text-align: center\"><strong><span style=\"color: #888888\"><a title=\"TDI Podcast: Presidential Cycles, Sector Rotation and The VIX  (#276)\" href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2012\/08\/19\/tdi-podcast-presidential-cycles-sector-rotation-and-the-vix-276\/\"><span style=\"color: #000000\">LISTEN TO PODCAST NOW<\/span><\/a> | <span style=\"color: #000000\">LISTEN<\/span> <span style=\"color: #000000\">@<\/span> <a title=\"Zune Subscribe\" href=\"\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211;<span style=\"color: #000000\"> @<\/span><a title=\"iTunes Subscribe\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/strong><\/p>\n<p>Stocks that may benefit from China infrastructure Stimulus:<\/p>\n<ul>\n<li>Cliff&#8217;s Natural Resources (CLF)<\/li>\n<li>Cemex (CX)<\/li>\n<li>Gerdau SA (GRR)<\/li>\n<li>US Steel (X)<\/li>\n<li>AK Steel (AKS)<\/li>\n<li>Freeport-McMoRan Copper &amp; Gold Inc (FCX)<\/li>\n<li>Alcoa (AA)<\/li>\n<li>Vulcan Materials (VMC)<\/li>\n<li>Nucor (NUE)<\/li>\n<li>SPDR Materials ETF (XLB)<\/li>\n<\/ul>\n<hr \/>\n<p style=\"text-align: center\"><a href=\"http:\/\/www.triggerpointresearch.com\/subscription\/signup\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-20176\" title=\"tpr_14\" alt=\"\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2012\/12\/tpr_14.jpg\" width=\"577\" height=\"85\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center\">Looking to invest in The Disciplined Investor Managed Growth Strategy?<br \/>\nClick below for the virtual tour&#8230;.<\/p>\n<p style=\"text-align: center\"><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/tdi-investment-fund\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" alt=\"\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2012\/12\/TDIMG-11.jpg\" width=\"212\" height=\"318\" \/><\/a><\/p>\n<hr \/>\n<p style=\"text-align: center\"><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1638\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1638','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=22665-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode279.mp3\">Download<\/a> (Duration: 54:01 &#8212; 30.4MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>China&#8217;s economy continues to slow, stimulus measures are everywhere. Stocks are reacting favorably to the notion that the FED is about to unleash a new round of QE. Woman are still spending and the big announcements this week: Apple and German courts on the 12th. Some stocks that we are watching and why inflation may [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1639\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1639','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=22665-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode279.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode279.mp3\">Download<\/a> (Duration: 54:01 &#8212; 30.4MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12],"tags":[481,482,297],"class_list":["post-22665","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","tag-economy","tag-podcasts","tag-show-notes","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/22665","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=22665"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/22665\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=22665"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=22665"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=22665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}